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 […]

  •  

  • About MySolo401k

    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.
    Learn more

    Connect with us

  • We’re here to help.

    Call: 800-489-7571

    Monday-Friday

    8:00 am - 4:00 pm PT

    Why us?
MENU