Are There Benefits to Taking a Solo 401(k) Loan?

May 24th, 2018

As a result of the most recent economic meltdown, banks and other financial institutions have severely limited their lending capacity to self-employed business owners, thus, causing grave financial pressure on self-employed business owners. The Solo 401(k) Plan is a perfect structure for any self employed business owner seeking immediate funds for their business. Solo 401(k) […]

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Here’s What You Need to Know About Contributing to a Solo 401(k) in 2018

May 21st, 2018

Under the 2018 Solo 401(k) contribution rules, a plan participant under the age of 50 can make a maximum annual employee deferral contribution in the amount of $18,500. That amount can be made in pre-tax, after-tax or Roth. On the profit sharing side, the business can make a 25% (20% in the case of a […]

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IRA Financial Group Podcast Episode 133: Can You Contribute Cryptocurrency To An IRA

May 18th, 2018

IRA Financial Group’s Adam Bergman discusses how to fund an IRA and whether you can fund an IRA with cryptocurrency. Click Here to Listen  

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IRA Financial Group Podcast Episode 131: How To Bet On Your Self-Directed IRA

May 16th, 2018

IRA Financial Group’s Adam Bergman discusses the recent Supreme Court decision to strike down the Federal law that prohibited sports gambling and whether this decision means that a person can legally gamble on sports with their retirement money based on the current tax code. Click Here to Listen  

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New Tax Law Helps Minimize Impact Of UBTI Tax For Self-Directed IRA Investors

May 15th, 2018

Here’s Adam Bergman’s latest Forbes.com article about the “C Corp Blocker” strategy to minimize taxes on Self-Directed IRA investments – One of the major elements of the 2017 Tax Cuts and Jobs Act (the “Act”) was the reduction in the maximum corporate tax rate from 35% to 21%.  The corporate tax reduction has been warmly […]

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IRA Financial Group Podcast Episode 130: What Amazon Third-Party Sellers Need To Know About Delivering Retirement Results

May 11th, 2018

IRA Financial Group’s Adam Bergman discusses what Amazon third-party sellers need to know about delivering retirement results, based on a report that came out in the Wall Street Journal about the amount of small businesses that sell products on the Amazon site. Click Here to Listen  

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This Is How a Solo 401(k) Loan Works

May 8th, 2018

Under a Solo 401(k) Plan, a plan participant may be eligible to obtain a loan from the vested balance of the Solo 401(k) plan balance without triggering a distribution subject to tax or penalty. With IRA Financial Group’s Solo 401(k) plan, the IRA or 401(k) plan funds rolled into the new Solo 401(k) plan, as […]

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What is the Solo 401(k) Solution?

May 3rd, 2018

The Solo 401(k) Plan, also known as the Individual 401(k) or Self-Directed 401(k) Plan, is an IRS approved type of qualified retirement plan which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The Solo 401(k) plan is not a new type of plan. It is […]

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