Archive for August, 2011

The Scottrade Solo 401K Plan – What You Need to Know

August 31st, 2011

Like Scottrade’s Solo 401K Plan, IRA Financial Group’s Solo 401K Plan is easy to operate. There is generally no annual filing requirement unless your solo 401K Plan exceeds $250,000 i

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The TD Ameritrade Solo 401K Plan – What You Need to Know

August 31st, 2011

Like most financial institutions, TD Ameritrade’s Solo 401K Plan offers no loan feature, while IRA Financial Group’s Solo 401K Plan allows plan participants to borrow up to $50,000 or 50%

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The Vanguard Solo 401K Plan – What You Need to Know

August 31st, 2011

Unlike Vanguard’s Solo 401K Plan, by adopting IRA Financial Group’s Solo 401K Plan, you can serve as trustee of the plan and make traditional investments as well as non-traditional investments such as real estate

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The Fidelity Solo 401K Plan – What You Need to Know

August 31st, 2011

Unlike a Fidelity Solo 401K Plan, by adopting IRA Financial Group’s Solo 401K Plan, you can serve as trustee of the plan and make traditional investments as well as non-traditional investments such as real estate

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The Charles Schwab Solo 401K Plan – What You Need to Know

August 31st, 2011

Unlike Charles Schwab’s Solo 401K Plan which restricts your investment opportunities to stocks and mutual funds, with IRA Financial Group’s Solo 401K Plan, making a traditional as well as non-traditional investment such as real estate

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The Advantages of Using a Solo 401K Plan for California Real Estate Investments

August 31st, 2011

The ability to open the Solo 401K account at any local bank couples with the ability to adopt the plan without establishing an LLC, makes the Solo 401K the perfect retirement solution for any California retirement investor

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Solo 401K VS Self Directed IRA

August 30th, 2011

Like a Self Directed IRA LLC, by using a Solo 401K Plan with checkbook control, as trustee of the Solo 401K Plan you can make traditional (stocks, mutual funds, etc) as well as non-traditional investments

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Can I Purchase Krugerrands with a Self Directed IRA?

August 29th, 2011

The Internal Revenue Code does not describe what a Self Directed IRA can invest in, only what it cannot invest in. The IRS only describes the type of investments that are prohibited, which are very few. Internal Revenue Code Sections 408 & 4975 prohibits “Disqualified Persons” from engaging in certain type of transactions. The purpose […]

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