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Justin GluskaMarch 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
Justin GluskaJanuary 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
Justin GluskaJanuary 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 [...]

Justin GluskaJanuary 10, 2025
What Is An After-Tax 401k?

Most 401k plan providers will offer two different contribution options: Traditional pre-tax and Roth post-tax. Traditional pre-tax contributions are funded with pre-tax income, give you a tax deduction for the year, and grow tax-deferred. When you withdraw in retirement, it gets taxed as regular income. The Solo 401k Handbook Everything you need to know about the most powerful [...]

open 401k without employer
Justin GluskaJanuary 10, 2025
How To Open a 401k Without An Employer

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 [...]

solo 401k no longer self-employed
Justin GluskaJanuary 10, 2025
No Longer Self-Employed. What Happens To My Solo 401k?

OVERVIEW To be eligible for a Solo 401k, you must not have any employees who are at least 21 years of age, and have worked over 500 hours per year for 3 consecutive 12-month periods (besides your spouse). Hiring a full-time W-2 employee disqualifies you from your Solo 401k plan. You’re given up to one year after [...]