Wall Street is playing catch-up to the US’ self-employment boom as institutional investors rush to package and sell solo 401(k)s to a new class of high-earning independent workers. JPMorgan Chase, ...

The likes of JPMorgan and Betterment are racing to offer solo 401(k)s to a new cohort: Post-pandemic contractors and ...

Opening a solo 401(k) — also called an individual 401(k) — allows self-employed individuals and business owners an opportunity to save for retirement. A solo 401(k) is a type of retirement account for ...

A Solo 401(k) is called many different things — a personal 401(k), individual 401(k), self-employed 401(k), Solo-k or Uni-k. No matter the name, they all translate into retirement savings plans for ...

Owning a business is no joke. As the boss, you're responsible for ensuring customers are happy, taxes are paid, and your competition is in the rearview mirror. As challenging as it may be to be a solo ...

Looking for ways to kick-start your retirement savings? If you’ve got freelance income, you could open up your own 401(k) plan and save well beyond the normal $23,500 you can in a workplace plan for ...

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A major part of retirement planning is choosing which type(s) of retirement accounts you want to use to hold your savings and investments. If you're self-employed, either a solo 401(k) plan or ...

A proposed bill would allow workers 50 and older to roll over 401(k) funds into annuities and simplify 401(k) rollover information provided to workers departing from jobs.

Forbes contributors publish independent expert analyses and insights. I strive to alleviate stress by analyzing and clarifying the tax code. Mar 06, 2025, 05:15am EST Mar 13, 2025, 11:00am EDT ...