Tag Archives: Solo 401k Transfer

Solo 401k Rollover Explained: Rollover, Direct Rollover, and Transfer; what’s the difference?

An individual may move assets between various types of retirement plans through a rollover, a direct rollover, or a transfer. However, each method results in different reporting and tax consequences. Although a rollover, direct rollover, and transfer achieve the same result (the movement of retirement funds to a Solo 401k Plan), there are clear-cut procedures […]

MENU