Directed IRA Podcast cover image

Solo 401(k) - Contributions, Rules & FAQs

Directed IRA Podcast

CHAPTER

Solo 401(k) Contributions and Moving Traditional IRA Funds to Roth

Learn about the solo 401(k) employee contribution deadline and reporting on the W2, as well as the process of moving traditional IRA funds to a solo 401(k) Roth account through a two-step process and issuance of 1099 forms. Take advantage of a promotional offer and get assistance with setting up your retirement account.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner