Can You Borrow from Your Self-Directed IRA to Invest?

July 27th, 2017

The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using retirement funds […]

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What is Required to Open a Solo 401k Plan?

July 26th, 2017

IRA Financial Group will help you set-up your Solo 401(k) plan quickly, professionally, and economically. The IRA Financial Group is attorney-owned and operated and its on-site tax and ERISA professionals will personally customize your Solo 401(k) Plan to fit the needs of your business as well as satisfy your retirement and tax planning goals. Once […]

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What The Law Says About Unrelated Business Taxable Income In Non-Real Estate Investments

July 24th, 2017

This article, written by Adam Bergman, originally appeared on Forbes.com – For many retirement account investors, understanding how the Unrelated Business Taxable Income Rules work, also known as UBTI, UBIT, or debt-financed income rules, and how they may potentially apply to one’s retirement account investment has been a challenge.  The main reason is that the […]

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IRA Financial Group Introduces New Self-Directed IRA Bitcoin Solution for Retirement Account Investors

July 20th, 2017

Checkbook control self-directed IRA solution will allow individuals to trade or hold Bitcoins and other cryptocurrency directly via their IRA LLC IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans is proud to announce the introduction of the Bitcoin self-directed IRA LLC solution with checkbook control. IRA Financial Group’s Bitcoin […]

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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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Solo 401(k) Plan 20% Withholding Tax on Distributions

July 20th, 2017

Generally, under most Solo 401(k) Plan, 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 distributions can […]

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What Happens if Tax Was Taken Out of a 401(k) Rollover Distribution Going to a Solo 401(k) Plan?

July 20th, 2017

Generally, 401(k) Plan distributions of elective deferrals 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 distributions can […]

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Required Distribution Rules for a Solo 401k

July 18th, 2017

Once you reach the age of 70 ½, you must start to better understand the required minimum distributions (RMDs) rules. That’s because, upon reaching this age, the IRS requires you to withdraw at least a minimum amount each year from all your Solo 401(k)s, IRAs and other retirement plans—except Roth IRAs—and pay ordinary income taxes […]

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