Is it possible to deposit stock into a Solo 401k?Best way to fund solo 401k account in cash crunch?Can I contribute to both a solo 401k and a regular 401k in the same year?What are the requirements for setting up a solo 401k?Moving current employer 401(k) balance into self-directed solo 401k?Exercise ISO or NSO in solo 401k?With max contributions possible, what are the advantages of an IRA over a solo 401k?100% Contribution to 401K / Payroll TaxesCan a Solo 401k be used to reduce your taxes by selling taxable investments and contributing the proceeds?Circumstances where pre-tax trading profits can go into a Solo 401kSolo 401k eligibility
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Is it possible to deposit stock into a Solo 401k?
Best way to fund solo 401k account in cash crunch?Can I contribute to both a solo 401k and a regular 401k in the same year?What are the requirements for setting up a solo 401k?Moving current employer 401(k) balance into self-directed solo 401k?Exercise ISO or NSO in solo 401k?With max contributions possible, what are the advantages of an IRA over a solo 401k?100% Contribution to 401K / Payroll TaxesCan a Solo 401k be used to reduce your taxes by selling taxable investments and contributing the proceeds?Circumstances where pre-tax trading profits can go into a Solo 401kSolo 401k eligibility
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Towards the Solo 401k limit, is it possible to deposit stock held in an investment account, and have that count towards the limit?
For example, if my 401k contribution limit is $20,000 annually, can I transfer 1000 units of a stock that is currently valued at $20 each from my post-tax investment account? Will there be any tax implications on my investment account for this transfer?
solo-401k
asked 8 hours ago
rs79rs79
5632416
add a comment |
Towards the Solo 401k limit, is it possible to deposit stock held in an investment account, and have that count towards the limit?
For example, if my 401k contribution limit is $20,000 annually, can I transfer 1000 units of a stock that is currently valued at $20 each from my post-tax investment account? Will there be any tax implications on my investment account for this transfer?
solo-401k
asked 8 hours ago
rs79rs79
5632416
add a comment |
Towards the Solo 401k limit, is it possible to deposit stock held in an investment account, and have that count towards the limit?
For example, if my 401k contribution limit is $20,000 annually, can I transfer 1000 units of a stock that is currently valued at $20 each from my post-tax investment account? Will there be any tax implications on my investment account for this transfer?
solo-401k
asked 8 hours ago
rs79rs79
5632416
Towards the Solo 401k limit, is it possible to deposit stock held in an investment account, and have that count towards the limit?
For example, if my 401k contribution limit is $20,000 annually, can I transfer 1000 units of a stock that is currently valued at $20 each from my post-tax investment account? Will there be any tax implications on my investment account for this transfer?
solo-401k
solo-401k
asked 8 hours ago
rs79rs79
5632416
asked 8 hours ago
rs79rs79
5632416
asked 8 hours ago
rs79rs79
5632416
asked 8 hours ago
rs79rs79
5632416
asked 8 hours ago
rs79rs79
5632416
5632416
add a comment |
add a comment |
2 Answers
2
active
oldest
votes
No. This account, along with IRAs, can only take 'deposits' in cash.
They may accept transfers from similar tax status accounts "in kind", e.g. I can transfer assets from my pre-tax IRA to my Traditional Solo 401(k), or Roth IRA asset to a Roth Solo 401(k).
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
add a comment |
The solo 401k can only receive cash deposits. If you want to transfer assets from your existing investment account you could consider 'directing' your dividend income to your Solo 401K and or sell off your securities and transfer that cash. If you have gain in the securities then there will be a capital gain tax on those sales. Inversely if you sell securities at a loss then you will be able to use that loss against your ordinary income (or capital gains), assuming you do not buy the equivalent securities back in your Solo 401K within 30 days (see wash sale rules).
answered 1 hour ago
Unconstrained EducationUnconstrained Education
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2 Answers
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2 Answers
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No. This account, along with IRAs, can only take 'deposits' in cash.
They may accept transfers from similar tax status accounts "in kind", e.g. I can transfer assets from my pre-tax IRA to my Traditional Solo 401(k), or Roth IRA asset to a Roth Solo 401(k).
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
add a comment |
No. This account, along with IRAs, can only take 'deposits' in cash.
They may accept transfers from similar tax status accounts "in kind", e.g. I can transfer assets from my pre-tax IRA to my Traditional Solo 401(k), or Roth IRA asset to a Roth Solo 401(k).
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
add a comment |
No. This account, along with IRAs, can only take 'deposits' in cash.
They may accept transfers from similar tax status accounts "in kind", e.g. I can transfer assets from my pre-tax IRA to my Traditional Solo 401(k), or Roth IRA asset to a Roth Solo 401(k).
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
No. This account, along with IRAs, can only take 'deposits' in cash.
They may accept transfers from similar tax status accounts "in kind", e.g. I can transfer assets from my pre-tax IRA to my Traditional Solo 401(k), or Roth IRA asset to a Roth Solo 401(k).
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
answered 7 hours ago
JoeTaxpayer♦JoeTaxpayer
150k25243483
150k25243483
add a comment |
add a comment |
The solo 401k can only receive cash deposits. If you want to transfer assets from your existing investment account you could consider 'directing' your dividend income to your Solo 401K and or sell off your securities and transfer that cash. If you have gain in the securities then there will be a capital gain tax on those sales. Inversely if you sell securities at a loss then you will be able to use that loss against your ordinary income (or capital gains), assuming you do not buy the equivalent securities back in your Solo 401K within 30 days (see wash sale rules).
answered 1 hour ago
Unconstrained EducationUnconstrained Education
1
New contributor
Unconstrained Education is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
The solo 401k can only receive cash deposits. If you want to transfer assets from your existing investment account you could consider 'directing' your dividend income to your Solo 401K and or sell off your securities and transfer that cash. If you have gain in the securities then there will be a capital gain tax on those sales. Inversely if you sell securities at a loss then you will be able to use that loss against your ordinary income (or capital gains), assuming you do not buy the equivalent securities back in your Solo 401K within 30 days (see wash sale rules).
answered 1 hour ago
Unconstrained EducationUnconstrained Education
1
New contributor
Unconstrained Education is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
add a comment |
The solo 401k can only receive cash deposits. If you want to transfer assets from your existing investment account you could consider 'directing' your dividend income to your Solo 401K and or sell off your securities and transfer that cash. If you have gain in the securities then there will be a capital gain tax on those sales. Inversely if you sell securities at a loss then you will be able to use that loss against your ordinary income (or capital gains), assuming you do not buy the equivalent securities back in your Solo 401K within 30 days (see wash sale rules).
answered 1 hour ago
Unconstrained EducationUnconstrained Education
1
New contributor
Unconstrained Education is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
The solo 401k can only receive cash deposits. If you want to transfer assets from your existing investment account you could consider 'directing' your dividend income to your Solo 401K and or sell off your securities and transfer that cash. If you have gain in the securities then there will be a capital gain tax on those sales. Inversely if you sell securities at a loss then you will be able to use that loss against your ordinary income (or capital gains), assuming you do not buy the equivalent securities back in your Solo 401K within 30 days (see wash sale rules).
answered 1 hour ago
Unconstrained EducationUnconstrained Education
1
New contributor
Unconstrained Education is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
answered 1 hour ago
Unconstrained EducationUnconstrained Education
1
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Unconstrained Education is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
Check out our Code of Conduct.
answered 1 hour ago
Unconstrained EducationUnconstrained Education
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answered 1 hour ago
Unconstrained EducationUnconstrained Education
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Unconstrained Education is a new contributor to this site. Take care in asking for clarification, commenting, and answering.
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