., former employer 401k) to a solo 401k are not reported on Form 5498, but rather on Form 5500-EZ, but only if the air market value of the solo 401k exceeds $250K as of the end of the plan year (generally 12/31);When funds are rolled over or transferred from an IRA or 401k to a self-directed IRA, the amount deposited into the self-directed IRA is reported on Form 5498 by the receiving self-directed IRA custodian by May of the year following the rollover/transfer.Rollovers (provided the 60 day rollover window is satisfied) from an IRA to a Solo 401k or self-directed IRA are reported on lines 15a and 15b of Form 1040;Pre-tax IRA contributions on reported on line 32 of Form 1040;Pre-tax solo 401k contributions are reported on line 28 of Form 1040;Roth solo 401k funds are subject to RMDs;A Roth 401k may be transferred to a Roth IRA (Note that from a planning perspective, it may be advantageous to transfer Roth Solo 401k funds to a Roth IRA before turning age 70 ½ in order to escape the Roth RMD requirement applicable to Roth 401k contributions including Roth Solo 401k contributions and earnings.)

Hi Joseph,I am a newbie investor like you and want to welcome you to the community.

Hello BP Community!

I am sending over my terms and requirements to an attorney I was referred to and I wanted to float it to the BP community first to make sure I am not missing anything.

Feel free to jump in the community here and also take advantage of the treasure of knowledge here.

Great to have you here in the community

Definitely start jumping into the community here and feel free to ask any questions related to Real Estate investing!

I don't think I've been to REEN WEDNESDAY, AUGUST 176:00PMREAL ESTATE WHOLESALE / FLIP / SELF-DIRECTED IRA WORKSHOPSSelf-Directed IRA And Real Estate Basics31 Investors goingAnother Meetup by Ryland in FRIDAY, AUGUST 19 12:00PM PASSIVE CASHFLOW W/REAL ESTATE FOR THE WORKING PROFESSIONALWalk the talk while 'Walking at Heritage Park'Marina Park PavillionA meetup by @Lane K, a great out of state passive income investorREAPS is also a good place as long as that is the kind of community you seek.  

Feel free to jump in the community here and also take advantage of the treasure of knowledge here.

Hi BP community,My husband and I are just getting our feet wet as investors and could use some advice.