Are you considering withdrawing your Roth 401(k) contributions early but worried about potential penalties? Many people are familiar with the flexibility of Roth IRA withdrawals, but the rules for Roth Solo 401(k) plans can be more complex. In this blog post, we will review the rules and considerations regarding withdrawing funds from a Roth Solo […]
Harvard Law Attorney George Blower explains how to determine w-2 wages for a solopreneur taxed as an S-corp/C-corp for purposes of calculating your Solo 401k employer contribution limit.
Harvard Law Attorney George Blower explains how Employer Solo 401k contributions made as Roth Solo 401k contributions are reported for a self-employed business taxed as an S-corporation.
Self-Directed 401k FAQ: If I transfer Roth Solo 401k funds to a Roth IRA, do I need a 1099-R?
Solo 401k Roth FAQ: The value of my Solo 401k is down – Can I convert to Roth Solo 401k?
Solo 401k FAQ – Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?
Self-Directed Solo 401k FAQ: How do I rollover Roth funds in a former employer plan to my solo 401k?
Self-Employed Individual Solo 401k FAQ – Do I need to report after-tax contributions on my W-2?
Self-directed Solo 401k Question Answered – Do brokerage firms charge for my self-directed 401k?
Individual 401k FAQ – Do I need separate brokerage accounts for my Pre-tax and Roth Solo 401k funds?
