Distribution Rules for a Solo 401k Plan

October 20th, 2016

A Solo 401(k) plan is a great retirement plan for accumulating retirement wealth through high contributions and alternative asset investment opportunities. However, there are times that one needs to access their Solo 401(k) plan funds either voluntarily or as required by law. In the case of an IRA, the IRA owner may take distributions from […]

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What Sets Apart the IRA Financial Group?

October 18th, 2016

The IRA Financial Group is owned and operated by tax and ERISA professionals who have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. As a result, our retirement tax professionals’ tax and IRA knowledge in this area is unmatched. Unlike our […]

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IRA Financial Group Proud To Offer Self-Directed SEP IRA with No Transaction fees or Account Value Fees

October 17th, 2016

Checkbook control self-directed SEP IRA is an open architecture trustee directed retirement plan for the self-employed and 2015 Contribution Deadline is October 17, 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, is proud to offer one of the nation’s only self-directed SEP IRA plans that does not include any […]

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Presidential Election Creating Strong Demand for Self-Directed IRAs & Solo 401(k) Plans

October 14th, 2016

 Upcoming Presidential election causing increasing interest in alternative asset investments, such as real estate via self-directed IRA and Solo 401(k) plan. IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, has seen a surge of clients interested in using the retirement funds to make alternative asset investments, such as real estate […]

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Self Directed IRA Prohibited Transaction Rules and Disqualified Persons

October 13th, 2016

The Internal Revenue Code does not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. The purpose of these rules is to encourage the use of IRAs for accumulation of retirement savings […]

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Use Your Self Directed IRA to Invest in a Vacation Home

October 11th, 2016

Did you know you can use your retirement funds to purchase a vacation home. With a Self-Directed IRA LLC, you can! Further, with checkbook control over your funds, you can buy a home without the need for custodial consent. The one caveat is that you cannot utilize the home while it’s still owned by your […]

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Do You Need Permission to Invest with an IRA Financial Group Self Directed IRA?

October 10th, 2016

No – not with a Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc. All documents can be signed by you, as manager of […]

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The Solo 401k Checkbook Control Solution

October 7th, 2016

A Solo 401(k) is perfect for sole proprietors, small businesses and independent contractors. A Solo 401(k) plan is generally also referred to as a “checkbook control” Qualified Retirement Plan. In each case, a 401(k) plan is established whereby the participant serves as trustee and administrator of the Plan providing the participant with “checkbook control” over […]

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