401(k) Insights: Tax Perks, Contributions, and Rules 2.5 Credits
Learning mode
Designed for self-employed individuals and small business owners with no full-time employees, the Solo 401(k) is a powerful retirement tool offering higher contribution limits than a SIMPLE IRA or SEP IRA, plus valuable tax advantages and investment flexibility. But how do you set it up correctly? What rules apply? And how can you make the most of its features?
This CE course provides a step-by-step guide to understanding, establishing, and managing a Solo 401(k) Plan. From eligibility and contribution types to tax reporting and rollover strategies, we simplify complex rules and help you avoid costly mistakes. Whether you're a tax professional advising clients or a solo business owner setting up your own plan, this course equips you with the knowledge and tools to handle every aspect with confidence.
Major Topics:
Join this CE Course and take control of your Solo 401(k) strategy—gain the knowledge you need to build a secure retirement!
For more CE Tax Courses, Click here.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 2.5 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02486-25-S) | 2 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02486-25-S) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-2010) | 2 CE | Approved |
| Taxes for Personal Financial Specialist (PFS) | 2.5 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 2.5 PL | Eligible |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 2.5 CPE | Eligible |
| Taxation for Chartered Financial Consultant (ChFC) | 2.5 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02486-25-S) | 2 CE | Approved |
| Taxes for Certified Wealth Strategist (CWS) | 2.5 CE | Eligible |
| Estate Planning for Trust and Estate Practitioners (TEP) | 2.5 CPD | Eligible |
| Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) | 2.5 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 2.5 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02486-25-S) | 2 CE | Eligible |
| Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) | 2.5 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 2.5 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 2.5 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02486-25-S) | 2 CE | Approved |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 2.5 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 2.5 CPE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 2.5 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 2.5 CE | Eligible |
| Taxes for CIPM | 2.5 PL | Eligible |
Credits
2.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering aintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.
Need to meet your Enrolled Agent (EA) Continuing Education (CE) requirements? MYCPE ONE has you covered. Our Online EA CE courses make it easy to earn credits while expanding your expertise in tax regulations and practices. Stay ahead with the latest updates and in-depth insights designed to keep you at the top of your field. With flexible scheduling and a user-friendly platform, MYCPE ONE offers a convenient, interactive learning experience. Start advancing your career today!
John Paul Ruiz has over 27 years of experience in the retirement and financial services industries. Before joining Entrust, he served as Vice President of Professional Development for Integrated Retirement Initiatives, LLC. John Paul has valuable retirement plan insight from his roles at Ascensus, the IRA Institute, and American Bankers Association, among others. In addition to his extensive career in the industries of retirement and finance, he holds QKA and CISP certifications. John Paul ensures the Entrust team remains compliant with ERISA regulations, and uses his impressive retirement industry knowledge to help them better serve their clients.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
Apr 02, 09:30 AM ET
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.webp "Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)")
Apr 02, 10:00 AM ET
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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