Directed IRA Podcast

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

June 28, 2022 Mark Kohler and Mat Sorensen Episode 62

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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