Archive for the ‘Roth Solo 401K’ Category

Are all Solo 401K Plans the Same?

June 13th, 2013

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 [...]

May 20th, 2013

IRA Financial Group, the leading facilitator of Self-Directed IRA LLC and Solo 401(k) Plans, announces a new free webinar as part of its educational series on the area of tax planning opportunities available for individuals and small business owners with retirement funds. The free webinar will be aimed at offering investors an extensive array of [...]

May 7th, 2013

The Roth Solo 401K Plan is the ultimate tax-free retirement solution for the self-employed. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire is the last surviving legal tax shelter. With a Roth Solo 401K you can [...]

March 20th, 2013

The 2001 Economic Growth Tax Relief and Reconciliation Act included a provision that would allow small businesses to You may be claim a tax credit for part of the ordinary and necessary costs of starting a SEP, SIMPLE, or 401(k) qualified plan. The Solo 401(k) credit equals 50% of the cost to set up and [...]

May 7th, 2012

Want to establish a Solo 401(k) Plan at Chase but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 401K Plan, is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s). The [...]

August 31st, 2011

Like Scottrade’s Solo 401K Plan, IRA Financial Group’s Solo 401K Plan is easy to operate. There is generally no annual filing requirement unless your solo 401K Plan exceeds $250,000 i

August 31st, 2011

Unlike Vanguard’s Solo 401K Plan, by adopting IRA Financial Group’s Solo 401K Plan, you can serve as trustee of the plan and make traditional investments as well as non-traditional investments such as real estate

August 31st, 2011

Unlike a Fidelity Solo 401K Plan, by adopting IRA Financial Group’s Solo 401K Plan, you can serve as trustee of the plan and make traditional investments as well as non-traditional investments such as real estate