Tag Archives: sub-accounts

Solo 401k

Do I combine all Self-directed 401k accounts to see if the $250K 5500 EZ filing requirement applies?

August 3, 2023 | By George Blower

Do I combine all Self-directed 401k accounts to see if the $250K 5500 EZ filing requirement applies?

Solo 401k

Will my spouse and I receive separate EINs for our Solo 401k sub-accounts?

July 28, 2023 | By George Blower

Self-employed 401k FAQ: Will my spouse and I receive separate EINs for our Solo 401k sub-accounts?

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