Category: Reminders

The Self Directed Checkbook Control IRA & 401k Blog

Solo 401k 5500-EZ Deadline

Solo 401k 5500-EZ Deadline

IRS Form 5500-EZ is due by the end of July 2021 for all Solo 401k plans that had $250,000 or more in plan assets on December 31st, 2020. If your plan had less than $250,000 in assets or if you just created your new plan in 2021, you do not need to file Form 5500-EZ […]

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Solo 401k deadline – 60 days left

Solo 401k deadline – 60 days left

It’s that time of year again. In the parts of our country with a full four seasons, we’re raking leaves, winterizing sprinkler systems, and switching to heavier clothing. The clocks are about to change once again, this time moving back an hour. In the current incarnation of Fall, we’re also being bombarded with messages approved […]

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Don’t Throw Your Money Away!

Don’t Throw Your Money Away!

*This is your 30 day warning*   It is now December 1, 2015. There are only 30 days left for your Solo 401k to be created, signed, and officially a money-saving shelter¬†for your 2015 income. How much money? Well, some married couples can create a Solo 401k plan and save over $40,000 on their tax […]

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Solo 401k deadline – 2 month warning

Solo 401k deadline – 2 month warning

It’s becoming that time of year again – only two months of 2015 remain, meaning the next 60 days are going to quickly carry us to the end of the year. That’s crunch time for the folks who have yet to setup a Solo 401k plan and the companies that have committed to helping them […]

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Solo 401k deadline reminder

Solo 401k deadline reminder

Only six months left to create a 2015 Solo 401k! I know, most of you are thinking there is plenty of time left. That’s true, especially when you consider our plan preparation typically takes 3-4 days and rush processing can make that timeframe even shorter. However, I can pretty confidently predict that come December 31st […]

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