Archive for August, 2014

The SEP Self-Directed IRA

August 29th, 2014

What is a SEP? A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP-IRA cannot exceed the lesser of (i) 25% of compensation, or $50,000 for 2014. However, special rules apply when […]

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The Advantages of the ROBS Solution vs. the Self-Directed IRA to Buy a Business

August 28th, 2014

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

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Solo 401k CPA Service

August 28th, 2014

IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions. Our in-house CPAs are specially trained in the taxation of retirement accounts, which allows us to provide our clients with specialized tax […]

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IRA Financial Group Introduces One-Day Set-Up Self-Employed 401(k) Plan Program For Small Businesses

August 27th, 2014

Self-employed 401(k) Plan solution can be set-up in one day and would offer self-directed investment features and can be opened at any local bank IRA Financial Group, the leading provider of self-directed self-employed 401(k) plans, announces the introduction of the one-day self-employed 401(k) plan set-up program for sole proprietors and small businesses owners with no […]

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Can I Purchase American Buffalo Coins with a Self-Directed IRA LLC?

August 26th, 2014

When it comes to making investment with IRA funds, the IRS does not list the type of assets or investments that may be purchased with retirement funds but does indicate which categories of assets or investments are not permitted. The types of transactions that are not permitted to be purchased using a Self-Directed IRA LLC […]

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Purchasing American Eagle Coins with a Self-Directed IRA LLC

August 26th, 2014

The IRS does not list the type of assets or investments that may be purchased with retirement funds but does indicate which categories of assets or investments are not permitted. The categories of transactions that are not permitted to be purchased using a Self-Directed IRA LLC can be found in Internal Revenue Code Sections 408 […]

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The True Self-Employed 401k Plan

August 25th, 2014

The IRS approved Self-Employed 401(k) Plan, also called the solo 401(k) Plan has been used by hundreds of thousands of small businesses for over 30 years. However, the scope of options available to Solo 401(k) Plan participants is determined based on the plan documents. To this end, most financial institutions that offer Solo 401(k) Plan […]

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The Self-Directed Roth IRA Real Estate Structure

August 22nd, 2014

Most people mistakenly believe that their Roth IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed Roth IRA LLC are fully permissible under the Employee Retirement […]

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