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Updated over 6 years ago on . Most recent reply

Claudia Beals's profile image
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Claudia Beals
  • from Chicago, Illinois
  • Member since Feb 6, 2018
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Claudia Beals's profile image
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Claudia Beals
  • from Chicago, Illinois
  • Member since Feb 6, 2018
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Claudia Beals
  • Chicago, IL
1
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Tax, SDIRAs & Cost Segregation

Rollover to a solo 401K plan

Claudia Beals
  • Chicago, IL
Posted

Hello,

I'm new to the forum. I have a old Roth 401K plan that I would like to rollover into a Solo 401K plan. I am a Independent contractor.  Can I do that?

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Dmitriy Fomichenko's profile image
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
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Dmitriy Fomichenko
#1 New Member Introductions Contributor
  • Solo 401k Expert
  • Anaheim Hills, CA
Replied

Hello @Claudia Beals, and congrats on your first forum post! Brian is correct, you should be able to do it.

  • Dmitriy Fomichenko
  • (949) 228-9393
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