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401(k) Order Form Includes - Self Directed Retirement Plans LLC

401(k) Order Form Includes - Self Directed Retirement Plans LLC 2025

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The document is a 401(k) Order Form from Self-Directed Retirement Plans, LLC, detailing the process for setting up a self-directed 401(k) account. It includes information on required documents, fees, payment methods, and the responsibilities of the client as a trustee. The form outlines terms of service, rights of rescission, limitations on liability, and specific rules regarding the management and investment of 401(k) assets. Additionally, it collects personal and employer information necessary for establishing the retirement plan.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Can I move my 401k to a self-directed 401k?

Yes, its possible to roll a 401(k) into a self-directed IRA without penalty. The easiest way is as a direct rollover. However, its imperative that you follow all IRS rules to avoid potential penalties. We strongly recommend you consult your financial or tax professional before starting the process.

How do I roll money into a self-directed IRA?

To roll over a 403(b) into a self-directed IRA, you would open a SDIRA. After opening the account, you would then complete a Deposit Notification Form. To transfer funds from your 403(b), you would fill out any forms required by your employer or plan administrator.

How do I avoid taxation when transferring my 401k to my IRA?

If you roll over your funds into an IRA or a 401(k) plan sponsored by your new employer, you should do it directly from one plan to the other without ever handling the money to avoid potential taxes and fees.

How do I transfer my 401k to self-directed?

You can transfer a 401(k) to an IRA if you have left a job. First, open or establish an IRA at IRAR and complete our Rollover Certification Form. Then, contact your plan administrator and request the forms that you need to complete to move the plan assets or retirement savings to the self-directed IRA.

Can a single member LLC have a Solo 401k?

An LLC reports its business income using Schedule C, which is a schedule to the Individual Income Tax Return (Form 1040). For 2024, a business owner who operates his or her business as a single-member LLC can establish a Solo 401(k) plan for the 2023 taxable year up until taxes are filed.

Can an LLC have a self-directed 401k?

A Solo 401k is available even to newly formed companies. They allow for greater investment flexibility including LLCs, real estate, precious metals, cryptocurrencies, as well as stocks, bonds, mutual funds and more.

What is a self-directed 401k plan?

Self-directed 401(k) plans let savers decide how to invest their pre-tax retirement contributions. Rather than being limited to the pre-approved funds typically offered by traditional 401(k) plans, self-directed 401(k) plans allow you to choose exactly where youll invest your money.

Can I make my 401k self-directed?

Yes, some 401(k) plans offer whats called a self-directed brokerage account (SDBA) option, allowing you to have more control over your investments. This option is less common but is available in some plans.

401(k) Order Form Includes - Self Directed Retirement Plans LLC 2025

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