Tag Archives: real estate solo 401k

Full In-Plan Roth Solo 401k Conversion of Real Estate Held in Pretax Solo 401k Account

After verifying with your solo 401k plan provider that the plan allows for in-plan conversions, the next step is to convert the real-estate property held in the pretax portion of the solo 401k to the Roth solo 401k (Roth designated account). Here are the typical steps that apply to an in-kind, in-plan conversion of a […]

Solo 401k Webinar – Deep Dive Compare Self-directed Roth 401k VS. Roth IRA

Please check out our webinar for an in-depth discussion of the differences between self-directed Roth 401k vs. Roth IRA. Roth 401k vs Roth IRA Technical Differences Practical Considerations How to get more info about your situation Compare Roth IRA vs. Roth Solo 401k Compare Roth IRA vs. Roth Solo 401k Compare Roth IRA vs. Roth […]

Solo 401k Real Estate LLC Investment Questions

QUESTIONS/SCENARIOS: I am about to make an offer on a quad-plex and I need guidance.  I have read up on the process for my Solo 401K, but I still have questions and don’t want to make an offer that doesn’t comply in terms of entities. I have also formed a LLC under which I intend […]