Скачать или смотреть Avoid this $150,000 Solo 401(k) Penalty!

#retirementplanning #flatfeeadvisor #5500EZ #selfemployed #irscompliance #rockcrestfinancial #stevenboorstein

💼 Own a Solo 401(k)? You might be required to file IRS Form 5500-EZ — and missing it could cost you up to $150,000 in penalties.

In this video, Certified Financial Planner® professional and PharmD Steve Boorstein explains:

Who needs to file Form 5500-EZ

The $250,000 account balance rule

Deadline to file (hint: it’s July 31!)

What happens if you file late

How to avoid IRS penalties and protect your retirement

👉 If you're self-employed with no employees and using a Solo 401(k), this video is a must-watch.

📌 Need help understanding your Solo 401(k)? Schedule a consultation:
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