How do I take a distribution from my solo 401(k)?

If you need to take a distribution from your Solo 401(k), you can log into your account, click “Transfer or rollover,” select “Withdraw” from the menu, and then select your Solo 401(k) to see what distribution types are available and to initiate your request.

Please note that withdrawals from Solo 401(k)s are self-directed and that Betterment does not monitor them. Betterment does not provide tax or accounting advice. You are responsible for ensuring that your Solo 401(k) complies with applicable tax rules.