This course covers the essentials of setting up, maintaining, and optimizing a Solo 401(k), a retirement plan tailored for self-employed individuals and business owners without full-time employees. It’s designed to empower solopreneurs, small business owners, and financial advisors with the knowledge to maximize retirement savings through a Solo 401(k) plan.
Course No. S014
Format: Online pdf (49 pages). Printed book available.
Instructional Delivery Method: QAS Self-Study
Prerequisites: General understanding of federal income taxation
Advance Preparation:None
Level: Overview
CPE Credit: 1 hr.
Field of Study: Taxes: Technical
Course expiration: You have one year from date of purchase to complete the course.
Course Revision Date: August 2026