Many Americans make this 1 mistake with their 401(k)s and IRAs. Here's how to avoid leaving a headache for your heirs

For example, spouses who inherit an IRA or 401 (k) can roll that money into their own account. Depending on how old the ...
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How To Fill Out Form 5500-EZ For Your Solo 401k

The IRS requires Solo 401k plan owners with more than $250,000 in their plan to file a Form 5500-EZ every year. The form satisfies annual reporting and filing obligations set by the IRS. It's another ...

How Your 401(k) is Handled After Death: What Beneficiaries Should Understand

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...
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Solo 401(k) Plans: A Quick Fix-It Guide

“Solo 401(k)” is a marketing term used for a 401(k) plan that is adopted by a sole proprietor or an incorporated business with no employees other than the owner. These plans offer a greater retirement ...