Solo 401(k)
Solo 401(k) and SEP IRA: Can You Have Both at the Same Time?
The simple answer is yes and no. You may contribute to a Solo 401(k) and SEP IRA in the same year. It all depends on
March 6, 2025
The simple answer is yes and no. You may contribute to a Solo 401(k) and SEP IRA in the same year. It all depends on
When it comes to retirement savings for self-employed individuals and small business owners, the choice may come down to the Solo 401(k) vs. Keogh. Which is better?
UBTI Tax Rate & Rules Explained – Find out what activities generate UBTI, how to calculate it, and strategies to minimize tax liabilities in your IRA.
Transferring assets from a traditional pension plan to a Solo 401(k) via a pension plan rollover provides the flexibility and control associated with modern retirement plans.
There are several provisions from SECURE Act 2.0, which was enacted in 2023, that have impacted the controlled group rules for Solo 401(k) plans.
Learn the 2025 401(k) and IRA contribution limits, including updates on annual maximums, catch-up contributions, and strategies to maximize retirement savings.
IRA Financial Group
[email protected]
1-800-472-1043
IRA Financial Trust
[email protected]
1-800-472-1043
