Solo 401(k)s and Filling Out Form 5500-EZ
It took me seven years to reach the $250,000 threshold in my solo 401() that necessitates that I fill out Form 5500-EZ. Here's how I did it.
It took me seven years to reach the $250,000 threshold in my solo 401() that necessitates that I fill out Form 5500-EZ. Here's how I did it.
Answering listener questions about Roth vs. traditional contributions, brokerage accounts for businesses, and balancing investing with paying for medical school.
An interview with FPL's Amanda Harrell, where we talk through how to handle a 401(k) rollover without blowing up your Backdoor Roth IRA, whether direct indexing is really worth it, and what to think about when setting up a 401(k) as a practice owner.
If you're leaving your employer and you have a 401(k), what should you do? There are six options, some of which are better than others.
Guess what? You can have multiple 401(k) accounts, saving you thousands in additional taxes every year. But it can get pretty complicated.
Answering listener questions, where we break down the pros and cons of reinvesting dividends automatically vs. manually, explore how to balance the risk of relying on a pension and 457(b), and talk about common 1099 pitfalls.
Answering listener questions about the pros and cons of traditional vs. Roth contributions, merging finances when a spouse has no income but owns an IRA, and how to maximize annual contributions to a solo 401(k).
The contribution limits for 401(k)s, 403(b)s, IRAs, and HSAs will change for 2026. Here's what you need to know.
Tax-deferred retirement accounts can reduce taxes, protect assets, plan your estate, and boost returns. Ignore them at your peril.
A profit-sharing 401(k) plan supports employees on their path to retirement while also providing an incentive to help your practice succeed.
President Trump has signed an executive order making it easier for 401(k)s to include alternative investments and crypto. Is it a good idea?
I have a 403(b). My wife has a 401(k). Let's figure out who has the better retirement account and if it matters for our portfolio.
Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k).
Catch-up contributions for your retirement accounts can be simple, but a few of them are more complex than you think. Let's break it down.
Let’s journey back in time and discover how an old-timey car company turned people against pensions and ushered in the era of 401(k)s.