EP 62: Solo 401(k) Required Filings and Avoiding Common Mistakes.

Directed IRA Podcast

English - June 28, 2022 15:00 - 36 minutes - 25.4 MB - ★★★★★ - 140 ratings
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Previous Episode: Ep 61: Analyzing a Rental Property & Investing with your Self-Directed IRA

Next Episode: EP 63: Open Forum

Mat and Mark outline common mistakes made in solo 401(k)s (aka, QRPs) when it comes to creation, documentation, contributions, handling of funds, and filings. They cover plan documents and update requirements (required every 6 years) as well as 5500-EZ solo 401(k) tax return filings.

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