Solo K - Questions to ask

[Faith Kirk]

I am looking for advise on transferring money from an IRA to a SOLO K. We have an IRA that we would like to transfer the money to a SOLO K and we are speaking to a financial person this afternoon about doing that. What questions should we ask? What don't we know that we don't know to ask? This forum is a filled with people who have more knowledge and experience than I and am grateful to have access to you all for help. I thank you in advance for any advise, potential questions to ask and steps to take.

[Faith Kirk]

@Justin Windham THANK YOU!!!  Those are questions I would not have known to ask. I appreciate your help.