Do you have a Roth Solo 401(k) at TD Ameritrade? If so, you will lose the ability to make after-tax contributions to your account at TD Ameritrade by December 1, 2022. The good news is we can manage your Roth Solo 401(k) assets for you, you can keep your own TPA, and you can still make after-tax contributions to take advantage of the Mega Backdoor Roth strategy. To learn more about the process, view our informational brochure.
TD Ameritrade ends Roth Solo 401(k) starting December 1, 2022
Independent Financial Planning, LLC is a Virginia registered investment advisor.