Search found 4 matches

by MB1
Mon Oct 14, 2019 10:31 am
Forum: Personal Finance (Not Investing)
Topic: Solo 401(k) 2018 Roth Contributions for Account moved to Vanguard in 2019?
Replies: 13
Views: 545

Re: Solo 401(k) 2018 Roth Contributions for Account moved to Vanguard in 2019?

A related question. My solo 401(k) transfer from Fidelity to Vanguard is taking forever--well over a month so far. Vanguard blames Fidelity, who I assume would blame Vanguard. Question: Am I prohibited from making contributions to my Vanguard solo 401(k) which is currently opened, but unfunded, whil...
by MB1
Sat Oct 12, 2019 7:09 pm
Forum: Personal Finance (Not Investing)
Topic: QBI and Solo 401(k) Deductible Contributions - Do they Still Make Sense?
Replies: 3
Views: 316

QBI and Solo 401(k) Deductible Contributions - Do they Still Make Sense?

Is there a consensus whether deductible (non-Roth) contributions still make sense for solo 401(k)s for individuals whose tax situation is such that they will have, under the new tax law, their Qualified Business Income (QBI) deduction reduced for each dollar of deductible 401(k) contribution that th...
by MB1
Sat Oct 12, 2019 4:46 pm
Forum: Personal Finance (Not Investing)
Topic: Solo 401(k) 2018 Roth Contributions for Account moved to Vanguard in 2019?
Replies: 13
Views: 545

Re: Solo 401(k) 2018 Roth Contributions for Account moved to Vanguard in 2019?

Thank you Spirit Rider. I was afraid of that. Problem is that late on Friday I sent a $10,000 Roth contribution via ACH through vanguard's system from my company bank account. I was worried about making the October 15 contribution deadline and I stupidly what believed what I was told repeatedly by t...
by MB1
Sat Oct 12, 2019 1:36 am
Forum: Personal Finance (Not Investing)
Topic: Solo 401(k) 2018 Roth Contributions for Account moved to Vanguard in 2019?
Replies: 13
Views: 545

Solo 401(k) 2018 Roth Contributions for Account moved to Vanguard in 2019?

In August of this year I moved my Solo 401(k) from Fidelity to Vanguard because Vanguard offers me the opportunity to make Roth 401(k) contributions. The 401(k) was initially created at Fidelity in 2017. I have extended my and my sole proprietorship's tax filing deadline to October 15, 2019, so I ca...