Archive for December, 2015

IRA Financial Group Offers Year-End Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients

December 30th, 2015

2015 year-end tax planning service will help IRA Financial Group Clients keep their self-directed retirement structures in IRS compliance IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) plan solutions, is proud to offer all its self-directed retirement clients year-end tax planning service, which includes tax-consulting services. The 2015 year-end […]

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Benefits of the Solo 401(k) Plan Loan Feature

December 29th, 2015

As a result of the recent economic meltdown, banks and other financial institutions have severely limited their lending capacity to self-employed business owners, thus, causing grave financial pressure on self-employed business owners. The Solo 401(k) Plan is a perfect structure for any self employed business owner seeking immediate funds for their business. Solo 401(k) participants […]

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What is the UBTI Tax Rate?

December 28th, 2015

Internal Revenue Code Section 511 taxes “unrelated business taxable income” (UBTI) at the rates applicable to corporations or trusts, depending on the organization’s legal characteristics. Generally, UBTI is gross income from an organization’s unrelated trades or businesses, less deductions for business expenses, losses, depreciation, and similar items directly connected therewith. A Self-Directed IRA subject to […]

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IRA Financial Group To Offer One-Day Set-Up For New Solo 401(k) Plan Clients in Light of December 31, 2015 Deadline

December 24th, 2015

Self-directed solo 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 IRS compliant self-directed solo 401(k) plans, announces the one-day solo 401(k) plan set-up in light of the looming December 31, 2015 deadline for […]

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IRA Financial Group Podcast Episode 45: 2015 Year-End Planning

December 22nd, 2015

IRA Financial Group’s Adam Bergman discusses some last minute year-end tax planning tips for your retirement account. Click Here to Listen  

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The Advantage of Using ROBS v. an SDIRA to Fund a Business

December 22nd, 2015

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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IRA Financial Group Proud To Offer Self-Directed Solo 401(K) Plan with No Transaction, Account Value or Termination Fees

December 21st, 2015

Checkbook control self-directed solo 401(k) plan is an open architecture trustee directed retirement plan for the self-employed that is cost-effective IRA Financial Group, the leading provider of Self-Directed Solo 401(k) plans, is proud to offer one of the nation’s only self-directed Solo 401(k) retirement plans that does not include any transaction fees, account value fees, […]

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Congress Finally Making Tax Break for IRA Charitable Transfers Permanent

December 17th, 2015

  After much delay and taxpayer uncertainty, Congress is finally poised to make permanent a tax break for certain charitable donations of IRA assets.   Traditional IRA owners age 70 ½ can continue to directly donate up to $100,000 a year from those retirement accounts to their favorite charities. They won’t get a tax deduction, […]

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