Archive for November, 2013

Funding a Small Business or Franchise With Your Retirement Plan

November 27th, 2013

“The Entrepreneurial Solution for Business Financing” Our dismal economy has left many individuals without jobs due to layoffs, downsizing, corporate bankruptcies and myriad other unhappy events. Even the companies that are hiring have the advantage of choosing from an extremely wide range of qualified candidates resulting in lower wages and salaries. Economic projections for 2011, […]

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How to Transfer a SEP IRA to a Self-Directed IRA

November 26th, 2013

Individuals may generally transfer IRA or rollover eligible qualified retirement plan assets into a self-directed IRA LLC structure. Individuals may also roll over after-tax retirement funds to a Roth Self-Directed IRA. What is the most Common Way to Fund a Self-Directed IRA? Transfers and rollovers are types of transactions that allow movements of assets between […]

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Solo 401(k) Plan Providers Expecting Strong Fourth Quarter Demand for Self-Directed Solo 401(K) Plan in 2013

November 25th, 2013

Self-Directed Solo 401(K) Plans with checkbook control expected to see surge in interest from the self-employed for 2013 IRA Financial Group, the leading solo 401(k) Plan provider expects to see strong demand for its self-directed solo 401(k) Plan product from the self-employed and small business owners in the fourth quarter of 2013. “Because the contributions […]

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Flipping Homes Tax-Free with a Solo 401(k) Plan

November 21st, 2013

Since the creation of the Solo 401(K) Plan back in the early 1980s, the IRS has always permitted a Solo 401(K) Plan to purchase, hold, or flip real estate.  By using a Solo 401(K) Plan, also known as a self-directed 401(K) Plan or Individual 401(K) Plan, to buy real estate, you will be able to […]

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IRA Financial Group Clients Helping Philippines Typhoon Victims With Self-Directed IRA Investments

November 20th, 2013

Self-Directed IRA LLC clients using IRA funds to lend money to friends and family impacted by typhoon Haiyan In light of the horrific damages caused by Typhoon Haiyan on November 8, 2013, some IRA Financial Group clients are using their self-directed IRA and solo 401(k) Plan funds as lending sources for family and friends impacted […]

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The Self Directed IRA LLC Operating Agreement

November 19th, 2013

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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IRA Financial Group Announces Its 2014 Solo 401(k) Plan Rules Manual for all Solo 401(k) Plan Clients

November 18th, 2013

2014 Solo 401(k) Plan rules manual will offer a detailed analysis of all the Solo 401(k) plan tax and investment rules IRA Financial Group, the leading provider of IRS approved Solo 401(k) Plans announces the release of its 2014 Solo 401K plan rules manual which will be provided free to all IRA Financial Group Solo […]

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Solo 401(k) Plan Contribution and Loan Calculators

November 15th, 2013

If you have a Solo 401(k) plan or are looking to open one up, here are a couple of calculators you should utilize.  One of them will tell you the maximum contribution you are allowed to make, while the other will show you how much of a loan you can take from your plan. Click […]

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