Tag Archives: rental property

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 […]