Videos & Webinars - My Community

Real Estate Jul 12, 2023

Can I rollover funds to my Solo 401k to invest in real estate?

QUESTION: Is this a self-directed account I could use to invest in anything? For instance, If I roll over other 401k plans that I have with other employers, could I use my pre-tax solo 401k to invest in real estate?

Conversions Jul 12, 2023

Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?

George Blower

QUESTION: Are conversions from a pretax Solo 401(k) account to a Roth IRA allowable for individuals under 59.5 years of age?

Distributions,Solo 401k Loans Jul 12, 2023

If I need funds from my Solo 401k, should I take it as a loan or distribution?

George Blower

QUESTION: I need to take money from my fund. What should I do? How can I approach this? As a distribution or a loan to pay back?

Jul 12, 2023

Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?

QUESTION: Are conversions from a pretax Solo 401(k) account to a Roth IRA allowable for individuals under 59.5 years of age?

George Blower

Jul 12, 2023

If I need funds from my Solo 401k, should I take it as a loan or distribution?

QUESTION: I need to take money from my fund. What should I do? How can I approach this? As a distribution or a loan to pay back?

George Blower

Jul 12, 2023

If I previously defaulted on a 401k loan, can I take another?

QUESTION: If I previously defaulted on a 401k loan, can I take another?

George Blower

All Recent Webinar

Solo 401k Tax Credit Apr 17, 2024

Solo 401k Tax Credit at Fidelity/Schwab/Vanguard/E-Trade

George Blower

Harvard Law Attorney George Blower reviews the reasons why a Solo 401k at Fidelity/Schwab/Vanguard/E-Trade is not eligible for the Solo 401k Tax Credit.

Mega Backdoor Roth Apr 16, 2024

Roth IRA vs 401k: Where Should I Transfer My Mega Backdoor Roth Solo 401k?

George Blower

Harvard Law Attorney George Blower reviews the considerations for those Solo 401k owners deciding whether to transfer their voluntary after-tax solo 401k contributions (Mega Backdoor Roth) to a Roth IRA vs 401k.

Contributions Apr 16, 2024

How do I report contributions on Solo 401k Contributions on 1040 tax return? [Sole Prop/1099-NEC]

George Blower

Harvard Law Attorney George Blower reviews how to report Solo 401k Contributions on Form 1040 for a self-employed business taxed as a sole proprietor/1099 Independent Contractor.

Featured Webinar

Can I rollover funds to my Solo 401k to invest in real estate?

Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?

If I need funds from my Solo 401k, should I take it as a loan or distribution?

Popular

Can I transfer funds from my Pre-Tax Solo 401k to a Roth IRA at any time?

If I need funds from my Solo 401k, should I take it as a loan or distribution?

If I previously defaulted on a 401k loan, can I take another?

Solo 401k Tax Credit at Fidelity/Schwab/Vanguard/E-Trade

Roth IRA vs 401k: Where Should I Transfer My Mega Backdoor Roth Solo 401k?

How do I report contributions on Solo 401k Contributions on 1040 tax return? [Sole Prop/1099-NEC]