IRA Financial Group Podcast Episode 73: Impact of Having a Solo 401(k) Plan on Your Personal Tax Return

April 10th, 2017

IRA Financial Group’s Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.   Click Here to Listen  

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Why Choose an IRA Financial Group Solo 401k Over E-Trade

April 10th, 2017

The Solo 401K Plan, also known as the Individual 401K or Self Directed 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s). Since the adoption of the 2002 Economic Growth and Tax Reconciliation Act, the Solo 401K Plan has […]

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IRA Financial Group Announces New Self-Directed IRA Compliance & Regulatory Service

April 5th, 2017

New self-directed IRA compliance & regulatory service will cover IRS prohibited transaction and unrelated business taxable income rules IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) Plans, announces the introduction of a new compliance & regulatory service will cover IRS prohibited transaction and unrelated business taxable income rules. IRA […]

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Can You Flip Houses with a Solo 401k?

March 31st, 2017

Since the creation of the Solo 401(K) Plan back in the early 1980s, the IRS has always permitted a Solo 401(K) Plan to purchase, hold, or flip real estate.  By using a Solo 401(K) Plan, also known as a self-directed 401(K) Plan or Individual 401(K) Plan, to buy real estate, you will be able to […]

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IRA Financial Group Announces New Self-Directed Real Estate IRA Can Be Funded By IRA or 401(k) plan Rollovers from All Major Financial Institutions

March 29th, 2017

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plans announces that its new self-directed real estate IRA LLC can now be funded by tax-free rollovers from any IRA or employer 401(k) plan. IRA Financial Group’s self-directed IRA LLC solution can be funded by IRA rollover or contribution will allow one […]

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Changes to IRS Form 5498 with Regards to Your Self-Directed IRA

March 27th, 2017

For Tax Year 2015 and beyond on IRS Form 5498, the IRS now requires IRA custodians to separately specify transactions which involve certain Self-Directed IRA investments The information on Form 5498 is submitted to the Internal Revenue Service by the trustee (IRA custodian) of your individual retirement arrangement (IRA) to report contributions, including any catch-up […]

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How Does the Prime Rate Hike Affect Your Solo 401k?

March 24th, 2017

A Solo 401k loan is permitted at any time using the accumulated balance of the Solo 401k as collateral for the loan. A Solo 401(k) participant can borrow up to either $50,000 or 50% of their account value – whichever is less. This loan has to be repaid over an amortization schedule of five years […]

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Tax Filing Tips To Save On Taxes And Boost IRA Savings

March 22nd, 2017

Here’s an article from Forbes.com, written by our own Adam Bergman, talking about ways to save on taxes while boosting IRA savings – With the individual tax-filing deadline date of April 18, 2017 for the 2016 taxable year quickly approaching, reviewing some of the ways one can save taxes as well as boost his or […]

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