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re: Self directed solo 401k recommendation
Posted on 5/1/24 at 8:50 am to tiger61
Posted on 5/1/24 at 8:50 am to tiger61
This is who I use for the same thing: Solo401k
They have a little form you fill out in January to determine how much you converted and then they email and mail you the 1099-R for the conversion.
I use Schwab, but I don't think they care who you use as the custodian of the assets so if you're with Fidelity, Vanguard, etc. you'd just open a QRP account.
They have a little form you fill out in January to determine how much you converted and then they email and mail you the 1099-R for the conversion.
I use Schwab, but I don't think they care who you use as the custodian of the assets so if you're with Fidelity, Vanguard, etc. you'd just open a QRP account.
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