Tax, SDIRAs & Cost Segregation
Market News & Data
General Info
Real Estate Strategies
Short-Term & Vacation Rental Discussions
presented by

Landlording & Rental Properties
Real Estate Professionals
Financial, Tax, & Legal
Tax, SDIRAs & Cost Segregation
presented by

1031 Exchanges
presented by

Real Estate Classifieds
Reviews & Feedback
Updated almost 6 years ago on . Most recent reply
Solo 401k Plan Rollover
My fulltime business has had a solo 401k plan for 9 years. The plan owns rental property, I am the plan admin. I purchased the plan document from a company/sponsor that does not provide advice when I have different questions about what I can or cannot do or how to do things. Other companies offer advice only if I purchase their plan documents.
I'm thinking it's time to terminate my current plan, create a new one with a sponsor that offers guidance and maybe also serve as admin.
I'd like to know if I could roll over the current plan assets to the new plan?
Thanks in advance.
Most Popular Reply
