IRA Financial Group Podcast Episode 85: New Tax Plan and Retirement Funds – What is Expected to Pass?

November 17th, 2017

IRA Financial Group’s Adam Bergman discusses what retirement related provisions are expected to be part of the new proposed tax plan.   Click Here to Listen  

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Roth Conversion Stretch Option Could be Answer to Republican Tax Plan

November 16th, 2017

Republican tax writers on Capitol Hill are still considering changes to 401(k) retirement savings programs, downplaying President Donald Trump’s repeated pledges not to touch retirement account. A proposal to lower contribution caps to 401(k) plans, which are not taxed until money is withdrawn from them, could limit the amount Americans can save for retirement or […]

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Can You Adopt a Separate Individual 401(k) for Another Business

November 15th, 2017

One must first determine whether adopting the additional Solo 401(k) would violate the CONTROLLED GROUP RULES set up by the IRS and Department of Labor. The Controlled Group Rules were created essentially to protect employees from a business owner or executive establishing a separate 401(k) plan for another business and thereby not offering those employees […]

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IRA Financial Group Podcast Episode 83: Tax Plan Update – House and Senate Tax Plan Proposals

November 13th, 2017

IRA Financial Group’s Adam Bergman discusses an update to the new proposed tax plan and the key differences between the bills in The House and The Senate.   Click Here to Listen  

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What Transactions Trigger the UBTI Tax with a Self-Employed 401(k)?

November 10th, 2017

In general, most passive investments that your Self-Employed 401(k), also known as a  Solo 401(k) Plan, might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such […]

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IRA Financial Group Podcast Episode 82: Impact of Trump Tax Plan on Real Estate Investors

November 7th, 2017

IRA Financial Group’s Adam Bergman discusses the proposed tax plan and the potential impact on real estate investors.   Click Here to Listen  

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Helpful Tips for Real Estate Investing with an Individual 401k

November 6th, 2017

IRA Financial Group’s Self-Directed Individual 401(k) Plan, also called a Solo 401(k), 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 and Department of Labor only describe the types of investments that […]

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IRA Financial Group Podcast Episode 81: Rollover Business Start-Up (ROBS) Big Winner in Trump Proposed Tax Plan

November 3rd, 2017

IRA Financial Group’s Adam Bergman discusses the potential impact of the proposed tax cuts on the Rollover Business Start-Up (ROBS) solution.   Click Here to Listen  

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