Archive for the ‘Solo 401K Rollover’ Category
Free Webinar on Retirement Tax Planning Opportunities for 2013 & Beyond on Wednesday at 7:00PM EDT
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 [...]
Be Your Own Custodian with a Solo 401k Plan With Checkbook Control
May 13th, 2013
With a Solo 401(k) Plan, as trustee of the Plan, you no longer have to get each 401(k) Plan investment approved by the custodian of your account. This means that all assets of the 401(k) trust are under the sole authority of the Solo 401k Plan participant (you). A Solo 401(k) plan allows you to [...]
Who Receives the Most Benefits from a Solo 401(k)?
May 9th, 2013
The Solo 401(k) plan is unique and so popular because it is designed explicitly for small, owner only business. It’s a tax efficient and cost effective plan that offers all the benefits of a Self Directed IRA plan, and includes additional benefits, such as high contribution limits (up to $49,000) and a $50,000 loan feature. [...]
Can I rollover IRA Funds from an IRA to a Solo 401(k) Plan?
May 3rd, 2013
In general, an individual with an IRA is permitted rollover existing IRA funds to a new Solo 401(K) Plan. The IRA rollover can be in cash or in-kind assets, such as real estate or notes. The IRS allows IRA holders to rollover IRA funds and assets in a 401(k) qualified retirement plan. Note – Roth [...]
Can I Rollover Real estate from an IRA to a Solo 401(k) Plan?
May 3rd, 2013
In general, an individual with a self-directed IRA that owns real estate is permitted to transfer in-kind the real estate to the a new Solo 401(k) Plan without tax or penalty. The IRS allows IRA holders to rollover IRA funds and assets in a 401(k) qualified retirement plan. Note – Roth IRA funds cannot be [...]
The Scottrade Solo 401K Plan – What You Need to Know
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
The TD Ameritrade Solo 401K Plan – What You Need to Know
August 31st, 2011
Like most financial institutions, TD Ameritrade’s Solo 401K Plan offers no loan feature, while IRA Financial Group’s Solo 401K Plan allows plan participants to borrow up to $50,000 or 50%
What is the Difference Between a 401K Rollover and a 401K Contribution?
August 15th, 2011
The difference between a 401K or Solo 401K PLan transfer and a rollover is a transfer is generally between IRA and IRA or for inter-plan transfers.
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