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re: Solo 401k Help

Posted on 7/11/26 at 9:54 am to
Posted by tigerforever7
Baton Rouge
Member since Aug 2012
1234 posts
Posted on 7/11/26 at 9:54 am to
Weirdly enough, the Fidelity system does not support the Employer Portion going into Roth, only Traditional still. Shocking for one of largest Providers. I have all my stuff with Fidelity and wanted to keep it that way so I just said “well maybe doing Employer in Traditional is a good idea” and rolled with it.

Also inconvenient, QBO does not link to Fidelity so each Payroll (semi-monthly) I have to go in and mobile deposit a check to Fidelity for my Employee Portion. I think I can just add up the money and do it Quarterly or so to cut down on the Admin work but not totally sure.
This post was edited on 7/11/26 at 9:57 am
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