What Types of Retirement Plans can I Use with ROBS?

May 25th, 2017

It’s a little known fact that you can use retirement money to start your own business.  This is known as the Rollover Business Start-up Solution, or ROBS.  If you have funds in any of the following types of retirement plans, you can use them to finance your startup: Traditional IRAs 401 (k) Plans 403 (b) […]

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A Brief History of the Solo 401k

November 29th, 2016

401(k) plans are named after the section of the Internal Revenue Code in which they appear, and apply to private sector employers. A solo 401(k) plan, also called an individual 401(k), a one-participant plan, self-employed 401(k) or self-directed 401(k) plan is a qualified retirement plan that was designed specifically for the self-employed or small business […]

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IRA Financial Group Founder – Adam Bergman – Calls for Increase in Income Limitations for Annual Savers Credit for Retirement Account Contributions

March 17th, 2016

Increase in annual income limitation for saver’s credit will help spur interest in retirement savings for millions of Americans. Adam Bergman, founder of the IRA Financial Group, the leading provider of self-directed IRA retirement solutions, believes that the annual income limitations for the Saver’s credit should be increased in order to reach more Americans. For […]

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How to Fund Your Solo 401k Plan

September 16th, 2015

An individual who adopts a Solo 401(k) Plan may generally fund the Solo 401(k) Plan using two methods – the rollover process or by direct contribution. Most Solo 401(k) Plan documents will allow for the rollover of IRA or other pre-tax employer retirement funds, such as a 401(k), 403(b), or 457(b). The IRA holder or […]

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Year End Special For New Solo 401(k) Plan Clients from December 22 Through December 24, 2014

December 22nd, 2014

30% off IRS approved Self-directed solo 401(k) Plan solutions for limited time only IRA Financial Group, the leading provider of IRS compliant self-directed solo 401(k) plans, announces a limited time special offer for new clients wishing to establish an IRS compliant self-directed solo 401(k) plan. IRA Financial Group will offer a 30% discount to any […]

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How a Self-Directed IRA LLC Works

May 15th, 2014

Making an investment through a Self-Directed IRA LLC can be done in a few easy steps: 1. Set up a Self-Directed IRA LLC. With IRA Financial Group, you no longer have to spend $2,000 to $5,000 or more to set up your Self-Directed IRA LLC. We provide the following all for one low price Free […]

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2014 IRA & 401(k) Contribution Limits Remain Unchanged

November 7th, 2013

Recently, the IRS announced cost of living adjustments affecting dollar limitations for retirement plans for next year.  Since the Consumer Price Index “did not meet the statutory thresholds”, 401(k) and IRA contribution limits remain unchanged from 2013. 401(k) Plans – The $17,500 annual contribution limit for employees who participate in 401(k), 403(b), most 457 plans, […]

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Can I Serve as Manager of a Checkbook Control IRA LLC?

August 18th, 2011

The Swanson case makes it clear that an IRA holder may serve as manager, director, or officer of the newly established entity owned by is or her IRA

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