Tag Archives: in-kind transfer

60 Day In-Kind Rollover of Self-Directed IRA LLC (aka Checkbook IRA) from Kingdom Trust to a Self-Directed Solo 401k

An IRA including a self-directed IRA LLC (aka checkbook IRA) held at a self-directed IRA custodian such as Kingdom Trust may be rolled over to a self-directed solo 401k. While the preferred method of moving any IRA to a solo 401k is via a direct rollover instead of a 60- day rollover, some IRA custodians […]

LLC for Solo 401k & Ultimately Transfer the Solo 401k LLC to a Self-Directed IRA LLC

One option if you are no longer self-employed, or if you no longer qualify for a solo 401k plan because your business has grown resulting in hiring a full-time or multiple full-time W-2 employees, is to invest the solo 401k funds in a single member LLC where the solo 401k is the sole member of […]

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