Mark H.
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 qu...
Ricky R.
Solo 401k Rollover Suggestions?
I'd like to do a direct rollover to a solo 401k but id also like to have a roth 401k available as well as loan ability. Is that like looking for a unicorn? Any suggestions would be great. I started researching compa...
Schaan Donaldson
SDIRA rollover pay renovation
I’m about to roll over a 401(k) to a SDIRA and I’m wanting to use funds to renovate a rental property that I already own that is in dire need of repair before I can rent it again. Something that I can do with self dir...
Rafael Norat
Rollover Business Startups (ROBS)
Any current member who have completed the ROBS process? I am leaving a current employment early next year and am considering transferring my 401k as such. I've spoken with several companies which perform the process b...
Jim P.
Transfer of nondeductible IRA funds to a solo 401k
I have a Traditional IRA that includes some contributions during years when the contribution wasn't tax-deductible because I or my wife had 401k accounts.Last year I did a rollover of the entire Traditional IRA into m...
Harish Gowda
Rollover IRA 60 day rule
Good afternoon,i am wondering if anyone could share their experience about transferring funds of a rollover IRA from one custodian to another; wherein funds via check. I plan to utilize the funds and deposit it to t...
Heather Gipson
Solo 401K and 401K Roth sub-account
Hello all - I am looking to transfer my IRA's from a brokerage firm into a SD 401K with checkbook control. Currently 5% of my accounts are 'cash' and 95% are Traditional IRA's. I'm wondering if I should put the 5% i...
Steeve Breton
New IRS Regulations on IRAs
Just received a newsletter from my estate planning firm with the following info. First time I hear of this. If true, this has substantial impact on how we work with our IRAs and something to consider when nudging...
Charlie Liu
Sep Ira rollover into Solo 401K-one time event?
Is it true that you can only do one time rollover from your SEP IRA into Solo 401K one time, whatever assets left in the Sep IRA have to stay there or can you make multiple rollovers?thankscharlie
Jimmy Carrera
401k- Pension Roll Over to a C-Corp.
Greetings- question in regards to roll overs to C Corp. This is not a ROBS, it more to an established C Corp. My understanding is that there has to be a valuation of the stocks in order to roll over my 401k and Pensi...