Archive for the ‘Solo 401K’ Category

Using Your 401k to Make Real Estate Investments

January 18th, 2017

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside 401(k) retirement accounts. Investments in real estate with a Solo 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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Adam Bergman – Author of Leading Self-Directed Solo 401(k) Book –Going Solo -To Release Second Edition in January 2017

January 12th, 2017

Updated version of Solo 401(k) plan book Going Solo will include updated 2017 plan contribution numbers as well as new case law on prohibited transactions. Adam Bergman, IRA Financial Group partner and author of the leading book on self-directed Solo 401(k) plans: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed is proud to […]

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Increase in Annual Solo 401(k) Plan Contribution Limits in 2017 Expected to Create Strong Demand for Solo 401(k) Plans in 2017

January 6th, 2017

2017 Solo 401(k) plan maximum contribution amount to increase to $54,000 and $60,000 for individuals over the age of fifty, an increase of $1000 from 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, expects to see an increase in demand for the self-directed solo 401(k) plan in 2017 because […]

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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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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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Some Simple Year-End Retirement Planning Opportunities That Can Sweeten Your Retirement

December 21st, 2016

With the end of the year approaching, there is still time left to consider retirement planning opportunities.  Below are some simple, but potentially financially rewarding, retirement planning ideas to think about: IRA Contributions: For 2016, the maximum IRA contribution is $5500 or $6500 if over the age of fifty and will remain the same 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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Can You Make Contributions to Both a SEP and a Solo 401k?

December 16th, 2016

Yes, you are permitted to make contributions to both a SEP IRA and a Solo 401K Plan. In other words, a business can have both a SEP IRA and a Solo 401(K) Plan, although, there is generally no advantage for a business to have both active at the same time. A Solo 401(k) Plan includes […]

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