Tag Archives: Roth Solo 401k

If I transfer Roth Solo 401k funds to a Roth IRA, do I need a 1099-R?

Self-Directed 401k FAQ: If I transfer Roth Solo 401k funds to a Roth IRA, do I need a 1099-R?

The value of my Solo 401k is down – Can I convert it to a Roth Solo 401k?

Solo 401k Roth FAQ: The value of my Solo 401k is down – Can I convert to Roth Solo 401k?

Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?

Solo 401k FAQ – Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?

How do I roll over Roth funds in a former employer plan to my solo 401k?

Self-Directed Solo 401k FAQ: How do I rollover Roth funds in a former employer plan to my solo 401k?

Do I need to report voluntary after-tax contributions (Mega Backdoor Roth Solo 401k) on my W-2?

Self-Employed Individual Solo 401k FAQ – Do I need to report after-tax contributions on my W-2?

Can I make Mega Backdoor Roth Solo 401k contributions if I max out my 401k at my day job?

Can I make Mega Backdoor Roth Solo 401k contributions if I max out my 401k at my day job?

Can I use my personal account for Roth Solo 401k contributions?

Solo 401k Contributions FAQ – Can I use my personal account for Roth Solo 401k contributions?

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

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

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