What can be rolled into Solo401K - Either Regular or ROTH?

[Daniel Dietz]

I have a little trouble understanding exactly what can be rolled into Solo401K accounts and am hoping for a little help here before taking the next step of actually setting up an account.

• What can a Traditional IRA be rolled into?
• What can a ROTH IRA be rolled into?
• What can a Self Directed Traditional IRA be rolled into?
• What can a Self Directed ROTH IRA be rolled into? (I think the answer here is no Solo401K)

I have all these right now, and am hoping to clean things up a bit :-)

Thanks, Dan Dietz

[Dmitriy Fomichenko]

Dan, this chart from IRS will be helpful: 

https://www.irs.gov/pub/irs-tege/rollover_chart.pd...

It doesn't matter if your IRA is self-directed or not, if you have a Self-directed Roth IRA - it is still Roth IRA and the same rules would apply to it as if it was a conventional Roth IRA with Fidelity.

Let me know if you have any specific questions about specific account after reviewing that chart.