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

EPISODE · Jun 28, 2022 · 36 MIN

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

from Directed IRA Podcast · host Mark Kohler and Mat Sorensen

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. For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/Interested in learning more about alternative investments? Join us this year at the Alternative Asset Summit October 22 & 23, where you'll hear from industry experts and connect with like-minded investors exploring new ways to build wealth: https://altassetsummit.com/Other:Mat Sorensen: https://matsorensen.comMark J. Kohler: https://markjkohler.com/ KKOS: https://kkoslawyers.comMain Street Business https://mainstreetbusiness.com

Episode metadata supplied by the publisher feed · Published Jun 28, 2022

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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. For questions or to learn more about this episode's topic, book a call with an IRA specialist here: https://directedira.com/appointment/ Interested in learning more about alternative investments? Join us th...

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

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