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Updated about 5 years ago,

Toshiki Hoshino's profile image
Toshiki Hoshino's profile image
Toshiki Hoshino
  • Real Estate Broker
  • from Albuquerque, NM
  • Member since Feb 10, 2018
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User Stats

37
Posts
2
Votes
Toshiki Hoshino's profile image
Toshiki Hoshino's profile image
Toshiki Hoshino
  • Real Estate Broker
  • from Albuquerque, NM
  • Member since Feb 10, 2018
Connect
Toshiki Hoshino
  • Real Estate Broker
  • Albuquerque, NM
2
Votes |
37
Posts
Tax, SDIRAs & Cost Segregation

Solo 401k transfer to Roth Solo 401k

Toshiki Hoshino
  • Real Estate Broker
  • Albuquerque, NM
Posted

Hello BP,

I have Solo 401k and I want to do in-plan rollover to Roth Solo 401k. End of the year is creeping up and I want to get this done. What is the step by step process? I understand you have to fill out 1099-R but which portion do I have to fill out? What is next after that?

Thank you,

Tosh

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