When you opened the account, did you indicate that you were modifying an existing plan, not starting a new one? If so, you do not have two plans currently.I have opened my solo 401K account with fidelity but I have not yet begun the transfer of assests.
Not an expert, but I don't see why you couldn't do that.Am I eligible to close that solo 401k with Fidelty and open a solo roth 401k with Schwab?
Statistics: Posted by CFM300 — Thu Oct 10, 2024 11:26 pm