Archive for the ‘Solo 401K provider’ Category

What Do You Get with an IRA Financial Group Solo 401(k)?

January 26th, 2018

With IRA Financial Group, you no longer have to spend $2500 to $5,000 or more to set up your Solo 401(k). IRA Financial Group provides Full Service Custom Retirement Solutions for significantly less than any company in the industry! Our one time low fee includes the following services: Free tax consultation with our Retirement Specialists […]

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Self-Employed for 2018? Check Out the Solo 401(k) Plan for Your Retirement Planning

January 18th, 2018

In 1981, the IRS formally described the rules for 401k Plans. The Solo 401k Plan is an IRS approved type of qualified plan. The Solo 401k plan is not a new type of plan. It is a traditional 401k plan covering only one employee. The plans have the same rules and requirements as any other […]

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What Are My Options If My 401(k) Assets I want To Rollover to an IRA or Solo 401(k) Was Subject to 20% Withholding Tax?

July 20th, 2017

Generally, under most Solo 401(k) Plans, distributions cannot be made until one of the following occurs: You die, become disabled, or otherwise have a severance from employment. The plan terminates and no successor defined contribution plan is established or maintained by the employer. You reach age 59½ or incur a financial hardship. The Solo 401(k) […]

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How Does an Owner-Only 401k Work?

May 15th, 2017

With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Owner-Only 401(k) Plan, also known as a Solo 401(k) Plan, or pay excessive administration fees. Work directly with our in-house tax and ERISA professionals to customize your Solo 401(k) Plan based on your investment and retirement […]

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How To Select The Best Individual 401k Provider

April 17th, 2017

Selecting the best Individual 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Individual 401(k), also known as a  Solo 401(k) Plan, provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & […]

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Why Choose the IRA Financial Group for Your Solo 401k Plan

February 22nd, 2017

IRA Financial Group is one of the nation’s top Solo 401(k) Plan providers. Excellence: Our in-house retirement tax professionals have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. Their tax and ERISA experience is unmatched in the industry and is the […]

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Self Employed in 2017…See How the Solo 401k Plan Works

January 3rd, 2017

With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Solo 401(k) Plan or pay excessive administration fees. Work directly with our in-house tax and ERISA professionals to customize your Solo 401(k) Plan based on your investment and retirement goals. We provide the following, all for […]

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Using Charles Schwab with Your Solo 401k Plan

December 20th, 2016

IRA Financial Group, the leading provider of Self-Directed Solo 401(k) Plans, and Charles Schwab have worked together to allow IRA Financial Group Solo 401(k) clients to establish a Checkbook Control Solo 401(k) Plan account with Charles Schwab with no custodian fees. IRA Financial Group clients will be able to use IRA Financial Group’s IRS approved […]

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