Dan L. Rossa
The Operator
Execution, delivery and performance, gets the hard thing done.
Dan L. Rossa operates as The Operator because his authority lives in regulatory mechanics and plan-design sequencing rather than abstraction. He works in eligibility thresholds, penalty schedules, and the precise moment a solo 401(k) loses its structure.
“The SEP is just simpler, and it's often the first thing that your CPA is going to mention. Solo 401K with a megabackdoor Roth feature has also gotten more popular in recent years.”
“Once you have a W2 employee that becomes eligible, it's no longer a solo K and it's going to be hard for the owner to max out without contributions to that employee.”
“The penalties are insane — it's two hundred and fifty dollars a day up to one hundred and fifty thousand dollars. In recent years we've actually really seen an uptake in enforcement of these penalties.”
Masters in Business: “At The Money: How to Max Out Your Small Business Retirement Plan”
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