Is there any Risk of Establishing a Solo 401(k) Plan?

January 24th, 2013

A solo 401(k) Plan is an IRS approved qualified retirement plan.  As long as certain eligibility requirements are satisfied, there is no risk for a business to adopt a solo 401K plan, also known as an Individual 401(k) plan or self-directed solo 401(k) Plan.  In addition, IRA Financial Group’s Solo 401(k) Plan has been pre […]

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Can I Serve as Realtor or Agent on my Self-Directed IRA Real Estate Purchase?

September 20th, 2012

The Internal Revenue Code does not describe what a self directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. Internal Revenue Code Section 4975(c)(1)(C) states that the direct or indirect furnishing of goods, services, or facilities between an […]

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Can a Self-Directed IRA LLC Have More Than one IRA Owner?

August 6th, 2012

Yes – a self-directed IRA LLC  can have one IRA owner or more than IRA as a member of the LLC.  A self directed IRA LLC owned by one IRA is treated as a disregarded entity for federal income tax purposes.  Meaning the LLC is treated as a tax nothing, but is respected for limited […]

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Set-up your IRA Financial Group Solo 401K Plan at Chase

May 7th, 2012

Want to establish a Solo 401(k) Plan at Chase but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 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). The […]

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Set-up your IRA Financial Group Solo 401K Plan at Vanguard

May 7th, 2012

Want to establish a Solo 401(k) Plan at Vanguard but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 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). The […]

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Set-up your IRA Financial Group Solo 401K Plan at Fidelity

May 7th, 2012

Want to establish a Solo 401(k) Plan at Fidelity but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 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). The […]

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Warren Buffett says along with equities, single-family homes are a very attractive investment right now.

February 27th, 2012

Using a Self-Directed IRA LLC will allow you to purchase single family homes in a tax efficient manner, an investment Warren Buffet believes is a very attractive investment right now.

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The Fidelity Solo 401K Plan – What You Need to Know

August 31st, 2011

Unlike a Fidelity Solo 401K Plan, by adopting IRA Financial Group’s Solo 401K Plan, you can serve as trustee of the plan and make traditional investments as well as non-traditional investments such as real estate

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