Archive for June, 2013

Buying a Franchise Tax-Free with Your 401k

June 28th, 2013

How Does it Work? The legality of using retirement funds to purchase employer corporate stock is firmly established in the Internal Revenue Code and under ERISA law. The IRA Financial Group’s in-house tax attorneys have spent the last two years developing an IRS and ERISA compliant structure for using retirement funds to acquire or invest […]

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IRA Financial Group Introduces the Open Architecture Solo 401(k) Plan Rollover Solution for The Self-Employed or Small Business Owner

June 27th, 2013

Rolling over IRA or 401(k) Plan funds to a self-directed solo 401(k) Plan can now be done without tax or penalty IRA Financial Group, the leading provider of self-directed Solo 401(k) Plan solutions announces the open architecture Self-Directed Solo 401K plan solution the self-employed or small business owner. The open architecture solo 401k plan rollover […]

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How to Fund a Self-Directed IRA LLC With a Traditional IRA Rollover

June 26th, 2013

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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Best Solo 401K Provider for 2013

June 25th, 2013

Selecting the best solo 401K plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best solo 401(k) Plan provider for your self-employed or small business retirement plan. 1.  Always make sure you are working with a tax attorney:  There are several companies on the […]

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“Self Directed IRA Transaction Review Service” for all New Self-Directed IRA Investors

June 25th, 2013

The IRA Financial Group, the leading facilitator of self-directed IRAs with checkbook control has launched a new attorney Self Directed IRA Transaction Review service aimed specifically for the self-directed IRA investor. With the increase popularity in using self directed IRAs to make investments, such as real estate, an increasing number of individuals with retirement funds […]

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401(k) Plan Record Keeper

June 24th, 2013

Not all retirement plans are the same. Our 401(k) Plans gives you the flexibility to customize a retirement plan that meets the specific needs of your company, the company’s executives, and the employees. Our IRS approved 401(k) plan and bundled recordkeeping services are specifically customized to small businesses with less than 50 employees, which allows […]

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Attorney Direct Tax Consultation Service for All Self-Directed IRA Clients

June 21st, 2013

Self Directed IRA investors can now receive expert tax advice from a tax attorney regarding the IRS rules for making investments using retirement funds The IRA Financial Group, the leading facilitator of self-directed IRAs with checkbook control has launched a new attorney tax consultation services called “Attorney Direct” aimed specifically for the self-directed IRA investor. […]

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Rolling Over Your Retirement Plan to a Self-Directed Roth IRA

June 20th, 2013

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]

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