Tag Archives: restatement

Solo 401k

Solo 401k Tax Credit: Why can’t I add the auto-enrollment feature to my Solo 401k at Fidelity/Schwab/E-Trade/Vanguard so that I am eligible to claim the credit?

April 17, 2024 | By George Blower

Harvard Law Attorney George Blower reviews the reasons why a Solo 401k at Fidelity/Schwab/Vanguard/E-Trade is not eligible for the Solo 401k Tax Credit.

Solo 401k

Can I convert my existing Solo 401k with a Solo 401k loan to a self-directed Solo 401k?

September 11, 2023 | By George Blower

Can I convert my existing Solo 401k with a Solo 401k loan to a self-directed Solo 401k?

Solo 401k

Upgrading my brokerage Solo 401k to a Self-directed Solo 401k – Do I need to file two Form 5500 EZs?

July 24, 2023 | By George Blower

Upgrading my brokerage Solo 401k to a Self-directed Solo 401k – Do I need to file two Form 5500 EZs?

Solo 401k

Can I transfer stock from my Solo 401k (E-Trade/Fidelity/Schwab/TD) to my self-directed Solo 401k?

March 20, 2023 | By George Blower

Can I transfer stock from my Solo 401k (E-Trade/Fidelity/Schwab/TD) to my self-directed Solo 401k?

Solo 401k

Does restating my Roth Solo 401k restart the 5-year clock?

January 18, 2023 | By George Blower

Self-employed Roth Individual 401k FAQ – Does restating my Roth Solo 401k restart the 5-year clock?

Solo 401k

ASCENSUS Individual k Review – How to Change to a Self-directed Solo 401k

October 30, 2020 | By George Blower

ASCENSUS Individual k Review Update 8/12/2024: Was your Vanguard Individual 401k transitioned to Ascensus? Please see our comprehensive step-by-step transfer guide HERE. Please check out our webinar as we discuss the top reasons why clients transfer or switch their solo 401k at ASCENSUS to a self-directed Solo 401k with us including Upgrade Your ASCENSUS Solo 401k ASCENSUS […]

Solo 401k

Top Reasons to Change Your Fidelity Solo 401k to a Self-Directed Solo 401k

September 3, 2020 | By George Blower

Please check out our webinar as we discuss the top reasons why clients transfer or switch change their “free” solo 401k at Fidelity to a self-directed Solo 401k with us including The process The costs The ongoing compliance support that we provide. Restatement –Fidelity to Self-directed Solo 401k Reasons to Switch Loans Roth/Mega Backdoor Roth […]

Solo 401k
Solo 401k

Change Solo 401k Provider | Real estate 401k Provider | Self directed Solo 401k Provider | Self Directed 401k Provider | MySolo401k | www.mysolo401k.net

October 21, 2014 | By Mark Nolan

Sometimes you are forced to switch Solo 401k Providers for the following reasons: To gain Solo 401k checkbook control To invest in alternative investments (e.g., real estate, precious metals, Notes, tax liens, etc.) To reduce solo 401k plan document administration fees To gain access to Solo 401k Loan (borrow from Solo 401k) To gain access […]

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    We 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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