Archive for the ‘Solo 401(k) CPA Service’ Category

Completing IRS Form 5500 for Your Individual 401k

March 20th, 2017

In general, the solo 401(k) plan, also known as an Individual 401(k), is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset exceeds $250,000, as of December 31 of the previous year. If your solo 401(k) plan assets exceed $250,000 as of 12/31 of the […]

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IRA Financial Group Enhances Year-End Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients To Include CPA Services

December 22nd, 2016

 2016 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, announces an expansion of its year-end tax planning service for all its self-directed IRA LLC and solo 401(k) plan clients. […]

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Administering Your Solo 401k with Form 5500-EZ

January 5th, 2015

In general, the solo 401(k) plan is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset exceeds $250,000, as of December 31 of the previous year. If your solo 401(k) plan assets exceed $250,000 as of 12/31 of the previous year, you will need to […]

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Year-End Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients To Include CPA Services

December 15th, 2014

2014 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, announces an expansion of its year-end tax planning service for all its self-directed IRA LLC and solo 401(k) plan clients. […]

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IRA Financial Group Expands Individual 401(k) Plan Annual Services to Include Completion of IRS Form 5500-EZ

July 1st, 2014

Annual tax and compliance services for Solo 401(k) Plan clients to include completion of IRS Form 5500-EZ. IRA Financial Group, the leading provider of self-directed solo 401(k) plans, announces the expansion of its annual tax and compliance service for individual 401(k) plan clients to include the completion of the annual IRS information form – 5500-EZ. […]

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Full Solo 401(k) Service with CPA Help

May 7th, 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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Solo 401(k) Plan With In-House CPA Service

February 21st, 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 professionals. 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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