Archive for December, 2014

Qualified Charitable Distributions (QCDs) To Be Allowed for Self-Directed IRAs for 2014

December 31st, 2014

Congress has passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014) allowing QCDs for 2014 On December 19, 2014, with just over two weeks left in the 2014 calendar year, Congress passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014). The bill, which extends the life of […]

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Lower Your Tax Bill Now with a Self Directed IRA!

December 30th, 2014

Did you know any contributions you make to a retirement account will help lower your tax bill for the year?  Why not invest in a Self-Directed IRA where there are no limits on what you can invest in.  Here are some of the advantages of utilizing one: A Self-Directed IRA LLC is a type of […]

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The Advantages of a ‘True’ Solo 401k Plan

December 29th, 2014

The IRS approved 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 restrict the Plan participant to invest […]

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Funding a Business or Franchise with Retirement Funds

December 24th, 2014

IRA Financial Group’s IRA LLC & Solo 401(k) “The Entrepreneurial Solution” If you’ve ever said, “If I could do it over again, I’d be my own boss” then this may be the ideal time to consider your options and opportunities. At IRA Financial Group, we specialize in helping entrepreneurs obtain small business capital to get […]

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Types of Investments for a Self-Directed IRA

December 23rd, 2014

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS only describes the type of investments that are prohibited, which are very few. The following are some examples of […]

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Year End Special For New Solo 401(k) Plan Clients from December 22 Through December 24, 2014

December 22nd, 2014

30% off IRS approved Self-directed solo 401(k) Plan solutions for limited time only IRA Financial Group, the leading provider of IRS compliant self-directed solo 401(k) plans, announces a limited time special offer for new clients wishing to establish an IRS compliant self-directed solo 401(k) plan. IRA Financial Group will offer a 30% discount to any […]

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IRA Financial Group Podcast Episode 3 – Is the Solo 401(k) Plan a New Plan?

December 19th, 2014

IRA Financial Group’s Adam Bergman discusses The history of the solo 401(k) plan and how it became the most popular retirement plan for the self-employed​. Click here to listen

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The IRS Position on the ROBS Structure

December 18th, 2014

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

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