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Live Q&A Webinar – Solo 401k & IRA LLC

Recurring event see all

May 6, 2022 @ 1:00 pm 2:00 pm Pacific Time Zone

Whether you already have a Solo 401k or IRA LLC or are considering setting one up, please join this live open discussion to discuss your questions as well as learn from the questions submitted by other community members.

How can I join a live webinar or watch a recording?

How can I post a question?

  • Bring your questions to the LIVE webinar
  • Post your questions in the comments to this event post.
  • Email your questions to [email protected] – please put the word “Question” and your name in the subject line.
  1. I have W2 income and 1099 income of over $200K; I maxed out my W2 retirement accounts (403b and 457) and I have a cash balance plan that has been in existence for 3 years. Can I add solo401k and use the mega back door roth contribution ? (voluntary post tax contribution of around $58K and then convert to the roth 401k subaccount?)

  2. If I’m opening my first solo 401k bank accounts. Do I need separate accounts for the employee and employer contributions, and if I need two different ones can I have each one at a different institution? Also, if I need separate accounts, how should the names differ? Thanks for the help!

  3. I currently own a Solo 401(k) & LLC at another company which does not have a brokerage account attached to it. I would like to start a brokerage account which give me access to crypto and stock trading. Can you please provide some guidance where that concerned? Thank you very much.