Ask the Self-Directed IRA and Solo 401k Experts

Have questions about the Self-Directed IRA or Solo 401k Plan? Fill out the form below and get answers from our Team of Tax Professionals.




See what IRA Financial Group Customers are asking


I have a defined benefit plan that I max out, can I also adopt a solo 401(k) Plan for my business?

-Ming W ., CA

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Will it be possible in 2014 to take an IRA distribution and put it directly into a charitable trust, tax free?

-Carol W., WA

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Are all Self-Directed IRAs the Same?

-Mark K., NC

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Do I need to use a special custodian in order to create a self-directed IRA LLC?

-Missy T., VA

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Is there a difference between a self-directed IRA LLC and a “checkbook control” IRA? I hear these terms being referenced but not sure if they are different structures.

-Justin V., MA

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If I make a real estate or other investment with my self-directed IRA LLC, are they protected against fraud?

-Ted J., CA

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With a self-directed IRA LLC, are my IRA funds FDIC insured?

-Tommy H., MT

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Is a Solo 401(k) Plan subject to the ERISA rules?

-Avner G., CO

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Is it really legal to borrow money from my Solo 401(k) Plan?

-Oren T., AL

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I have an S Corporation and wanted to adopt a solo 401(k) Plan – can I do this? I know there are some S Corporation restrictions regarding retirement accounts and ownership.

-Frank P., NH

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If I am self-employed, is there any reason I would not want to adopt a solo 401(k) Plan vs. a self-directed IRA LLC?

-Tracy I., VA

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I work full-time with a large employer and have a large 401(k) Plan that I want to rollover into a self-directed IRA, how do I know whether I can access my 401(k) plan funds from my current employer’s plan?

-Eric Z., SC

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