When to Choose a Solo 401k Plan Over a Self-Directed IRA

October 5th, 2016

A Solo 401(k) plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) plan” or individual 401(k) Plan is not a new type of plan. It is a traditional 401k plan covering only one employee. Unlike […]

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The Facts Concerning the Self Employed 401k Plan

October 3rd, 2016

The Self Employed 401(k) Plan, also known as a Solo 401(k) Plan, is essentially a regular, plain-old, vanilla 401(k) plan that has one participant, who is a self-employed individual, or that person and his or her spouse. There is some misinformation being disseminated about these plans and we would like to set the record straight. […]

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You Can Use a Self-Directed IRA to Invest in Almost Anything

September 29th, 2016

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS only describes the type of investments that are prohibited, which are very few. The following are some examples of […]

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Phoenix Ranks Near the Top for Real Estate 401k Investments

September 28th, 2016

Do you live in or around the Phoenix area?  Are you looking to invest in real estate?  Did you know you can use your retirement funds to invest in almost anything, including real estate, tax free?  If you currently have a retirement plan at a traditional financial institution, you may not know this.  That’s because […]

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IRA Financial Group Podcast Episode 65: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

September 26th, 2016

IRA Financial Group’s Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.   Click Here to Listen  

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Adam Bergman, IRA Financial Group Partner, Publishes Second Book on Self-Directed IRA

September 22nd, 2016

Newly published Self-Directed IRA in a Nutshell book will help explain the self-directed IRA structure and is available on Amazon.com Adam Bergman, a partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA LLC and Solo 401(k) plans, announces the release of his second book on the self-directed IRA structure, titled […]

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IRA Financial Group Podcast Episode 64: Trump and Clinton on Retirement Plans, Social Security, and Taxes

September 21st, 2016

IRA Financial Group’s Adam Bergman discusses how the Presidential candidates view retirement plans, retirement savings, and overall tax policy.   Click Here to Listen  

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What is a Qualified Retirement Plan?

September 20th, 2016

A qualified plan, like a 401(k), is a type of retirement savings plan that an employer establishes for its employees that conforms to the requirements of Section 401 of the Internal Revenue Code. It is called a “qualified plan” because it meets all the requirements of Section 401 and, thus, qualifies for special tax rules, […]

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