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Solo 401k Blog

Expert insights, strategies, and guides to maximize your Solo 401k retirement savings

IRS 2027 Catch-Up Rules - Mandatory Roth requirements for high earners

Regulatory ChangesSeptember 25, 202512 min read

IRS 2027 Catch-Up Rules: Mandatory Roth Requirements for High Earners

SECURE 2.0 mandatory Roth catch-up rules take effect in 2027 for high earners making $150K+. Learn how this impacts Solo 401k catch-up contributions and what you need to know.

Roth vs Traditional Solo 401k comparison showing two retirement paths

Tax StrategySeptember 24, 202510 min read

Roth vs Traditional Solo 401k: The Ultimate 2025 Comparison

Detailed comparison of Roth vs Traditional Solo 401k contributions for self-employed individuals. Learn tax strategies, contribution limits, and optimal approaches for 2025.