fbpx
Safeguard Advisors is now Solera Plan Services 1-877-229-9763 Contact Us

Can my existing retirement funds be rolled over to a Solo 401(k)?

A Solo 401(k) can accept rollovers from many retirement plan types.  Firstly, funds must be eligible for rollover.  Most any IRA may be rolled over at any time.  A 401(k) or similar employer retirement plan from former employment can be rolled over.  A current employer retirement plan may not be eligible for rollover.  Any tax-deferred retirement plan such as an IRA, SEP IRA, or old 401(k) may be rolled into the Solo 401(k).  The Roth portion of a prior employer 401(k) may also be rolled.  A Roth IRA may not be rolled into a Solo 401(k).  Learn more.