Archive for February, 2016

Solo 401k Plan Name

February 29th, 2016

Considering how big and complex the IRC is, it may be surprising to learn that there are no IRS rules or regulations that directly relate to how you should title or name your Solo 401(k) plan. In general, the common practice is to include some variation of the business name that adopted the plan with […]

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Can a Self-Employed Person Have a 401k?

February 29th, 2016

The Solo 401(k) Plan, also known as the Individual 401(k) or Self-Directed 401(k) Plan, is an IRS approved type of qualified retirement plan which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The Solo 401(k) plan is not a new type of plan. It is […]

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401(k) Plan Rollovers Spurring Strong Growth in Self-Directed IRA Retirement Market in 2016

February 29th, 2016

With strong job market, more Americans finding employment and gaining access to 401(K) plan rollover funds in greater numbers. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, has partnered with the IRA Financial Trust Company to offer flat fee no account value self-directed IRA checkbook control accounts. Beginning in 2016, a trend […]

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How Does the Self Directed IRA LLC Structure Work?

February 26th, 2016

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA professionals are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer […]

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Are All Solo 401(k) Equal?

February 24th, 2016

When it comes to determining what type of 401(k) qualified retirement plan is best for a self-employed individual or small business owner with no employees, it is important to look at all the options the plan provides to make sure it will satisfy your retirement planning, tax, and investment goals. Most financial institutions offer Solo […]

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IRA Financial Group Client Survey Shows Demand for Self-Directed IRA on the Rise In 2016 as Clients Looking to Use Cash to Purchase Real Estate

February 22nd, 2016

With lack of financing available, self-directed IRA LLC investors using cash taking advantage of attractive real estate opportunities across the country IRA Financial Group, the leading provider of checkbook control self-directed IRA LLC solutions, announces the finding of its internal client survey on self-directed IRA investments, which found that the ability to use retirement funds […]

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IRA Financial Group Podcast Episode 50: Have a Solo 401k Plan and Thinking of Hiring a Full-Time Employee, Here Are Your Options

February 18th, 2016

IRA Financial Group’s Adam Bergman discusses your options if you have a Solo 401k Plan and are thinking of adding a full-time employee. Click Here to Listen  

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IRA Financial Group to Offer Flat Fee Self-Directed IRA Custodian Services for Checkbook IRA Clients

February 17th, 2016

IRA Financial Trust Company to offer no transaction fee IRA custodian pricing for IRA Financial Group’s self-directed IRA checkbook control clients IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has announced that it has entered into an arrangement with the IRA Financial Trust Company IRA to offer flat fee custodial services for […]

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