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JaiyaMay 29, 2025
Can Real Estate Agents Open a Solo 401k?

Planning for retirement can be more complex when you’re self-employed. If you’re a real estate agent earning self-employment income, you might wonder if you have the same options as employees at bigger firms.  The good news? A Solo 401k may offer a potential way to build retirement savings while also managing taxes. This article explains who qualifies, [...]

What Is the UDFI Exception for Solo 401k Plans?

Investing in real estate through a Solo 401k can be a smart move, especially if you’re planning to use a loan. But in most retirement accounts, borrowing money can lead to a tax called Unrelated Debt-Financed Income (UDFI). Solo 401k plans are different. In many cases, they may be exempt from UDFI under specific IRS rules. [...]

JaiyaMay 27, 2025
E*TRADE Solo 401k Review (2025): Features, Pricing, Pros and Cons

Being your own boss offers freedom—but also comes with the responsibility of planning for retirement without the benefit of an employer-sponsored 401k. If you’re self-employed, even part-time, the E*TRADE Solo 401k could be worth considering. It’s designed for business owners with no full-time employees, including freelancers, consultants, and side hustlers. E*TRADE provides access to a wide [...]

Jess CatorcMarch 31, 2025
Best Solo 401k Brokerages in 2025

If you’re self-employed, a freelancer, or run your own small business, a Solo 401k can boost your retirement savings and offer you high contribution limits plus flexible investment choices. Choosing the right brokerage makes all the difference when you want to secure your future. We select our top brokerages by looking at: Fees and overall cost structure Investment [...]

rollover ira to solo 401k
IRA
Justin GluskaJanuary 15, 2025
Can I Rollover An IRA To A Solo 401k?

Looking to open a Solo 401k plan? Get started today with just a few clicks – The Carry Solo 401k Plan is a featured-packed self-directed account that lets you invest in both traditional and alternative assets, take out a loan, or do a Mega Backdoor Roth conversion with a few clicks. The Solo 401k Handbook Everything you [...]

5 year rule
JaiyaJanuary 15, 2025
The 5-Year Rule Of A Roth IRA, Roth 401k, And Roth Solo 401k

Looking to open a Solo 401k plan? Get started today with just a few clicks – The Carry Solo 401k Plan is a featured-packed self-directed account that lets you invest in both traditional and alternative assets, take out a loan, or do a Mega Backdoor Roth conversion with a few clicks. Roth retirement accounts have a [...]

self directed solo 401k
Jess CatorcJanuary 15, 2025
The Self-Directed Solo 401k Explained

Looking to open a Solo 401k plan? Get started today with just a few clicks – The Carry Solo 401k Plan is a featured-packed self-directed account that lets you invest in both traditional and alternative assets, take out a loan, or do a Mega Backdoor Roth conversion with a few clicks. The Solo 401k Handbook Everything you [...]