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Solo 401(k)

Plan Types

A 401(k) retirement plan designed for self-employed individuals and business owners with no employees other than themselves and their spouse. Also called an Individual 401(k) or Self-Employed 401(k), it offers high contribution limits (both employee deferrals and employer profit-sharing), Roth options, and potential loan features. Solo 401(k)s are exempt from most ERISA requirements and nondiscrimination testing.

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