Archive for May, 2013

The Business Acquisition Compliance & Support Solution (BACSS)

May 31st, 2013

With IRA Financial Group’s Business Acquisition & Compliance Solution Structure (BACSS) – you now can: Use your retirement funds to invest in a new business tax-free! Use your retirement funds to purchase a business or franchise tax-free! Use your retirement funds to finance a new or existing business tax-free! Earn a reasonable salary from your […]

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Self-Directed Roth IRA Tax Strategies

May 30th, 2013

Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA attorneys have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax […]

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Software Developers Selecting Solo 401(k) Plan over SEP IRA

May 29th, 2013

The IRA Financial Group,the leading provider of IRS compliant Solo 401(k) Plans, announces the strong demand from software developers for self-directed Solo 401(k) Plans Vs. the SEP IRA. “Until recently software developers were looking to establish a SEP IRA as their retirement vehicle of choice,” stated Adam Bergman, a tax attorney with the IRA Financial […]

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Using Your IRA Funds to Buy a Business

May 28th, 2013

Leaving your job or thinking of leaving your job and have an IRA or 401(k) qualified retirement plan? Why not use your IRA or 401(k) Plan to invest in yourself instead of a falling stock market? Why put your hard earned retirement funds in the hands of Wall Street when you can use your 401(k) […]

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Customized Self-Employed 401(k) Retirement Plan Solution for Small Business Owners with No Custodian or Recordkeeping Fees

May 24th, 2013

Self-Employed 401(k) Plan will offer self-employed business owners with a customized retirement and investment solution with no custodian or third-party recordkeeping fees IRA Financial Group, the leading provider of Self-Employed 401K retirement plans, introduces a specially customized self-directed 401(k) retirement plan for self-employed professionals and small business owners with no full-time employees. A Self-Employed 401K […]

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Recent Tax Court Case Highlights Importance of IRA Financial Group’s Self-Directed IRA Compliance Service

May 23rd, 2013

An IRA prohibited transaction issue at the center of a tax court case could have been avoided with IRA Financial Group’s self directed IRA compliance service. A recent U.S. Tax Court decision highlights the importance of working with tax professionals before using retirement funds to make an investment involving alternative assets. In Peek Vs. Commissioner, […]

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Solo 401k Loan for Any Purpose

May 22nd, 2013

Internal Revenue Code Section 72(p) allows a Solo 401K Plan participant to take a loan from his or her 401K Plan so as long as it is permitted pursuant to the business’s 401K Plan documents. A solo 401k loan is permitted at any time using the accumulated balance of the solo 401k as collateral for […]

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The Self Directed IRA LLC Structure

May 21st, 2013

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer […]

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