Funding Sources
In addition to salary deferrals and profit sharing, Solo 401(k)s can be funded by rolling over or transferring funds from any of the following types of retirement plans:
- Traditional IRA, SEP, and SIMPLE (after a two-year holding period)
- Qualified Plans or Keoghs (Profit Sharing, Money Purchase Pension, Defined Benefit)
- 401(k) plans
- 403(b) plans
- 457 plans
Each Solo 401(k) must be established no later than December 31 or fiscal year-end, whichever comes first, to be eligible for tax deductions for that year.
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> Alternative Investments
> Traditional Investments
> Automated Cash Management Sweep Options
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