February 13th, 2015
IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]
June 13th, 2014
In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]
April 9th, 2014
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 […]
August 1st, 2013
When it comes to rolling over retirement funds to a Solo 401(k) Plan, generally one can fund the plan via a rollover or a Solo 401(k) Plan contribution. The Solo 401(k) Plan rollover can be accomplished either in cash or in-kind and can be done as a direct or indirect rollover. A direct rollover is […]
August 15th, 2011
The difference between a 401K or Solo 401K PLan transfer and a rollover is a transfer is generally between IRA and IRA or for inter-plan transfers.
June 1st, 2011
Transferring your funds into a Self-Directed IRA LLC will grant you the flexibility to invest in anything from a small business, to real estate, gold, stocks and much more
May 27th, 2011
Transfer retirement funds such as a Traditional IRA, SEP-IRA, SIMPLE IRA, 401 K, 403b, and most other pre-tax retirement plans tax-free from your current custodian to any financial institution or credit union who can serve as your Solo 401K Plan custodian for no fee.