#528 All Things Solo 401k
Main Street Business
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Navigating Solo 401(k) Rollovers
This chapter explores the intricacies of rolling over funds from a corporate 401(k) to a solo 401(k) for self-employed individuals, detailing the differences between traditional and Roth accounts. Key considerations, potential exceptions, and the importance of consulting tax professionals are emphasized to ensure effective management of these retirement accounts.
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