A solo 401k plan falls under the defined contribution plan umbrella not the defined benefit plan umbrella. As a result, each solo 401k participants funds must be separately accounted for. Solo 401k contribution types (i.e., pretax, roth and voluntary after-tax) require separate tracking as well. The need for separately tracking the participants’ funds and sources […]
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About MySolo401kWe help our clients take control of their retirement money. Our products and services provide our clients the freedom to invest their retirement savings in their own business as well as alternative investments such as real estate, private companies, promissory notes, precious metals, tax liens and equities.
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