Why Choose ROBS Instead of a Self-Directed IRA to Start Your Business

October 13th, 2017

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

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Self-Directing Your Solo 401k is Easy!

August 21st, 2017

A Solo 401K Plan also called a Self-Directed 401K offers a self employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real estate, on their own without requiring custodian consent. Additionally, a Self-Directed 401K Plan will allow you to make high contributions to the Plan […]

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What Does the IRS Say About ROBS?

July 12th, 2017

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

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New Fiduciary Rule Complicates Matters For Self-Directed IRA Private Fund Investors

July 5th, 2017

Here’s another article from Forbes written by Adam Bergman – On June 9, 2017, the Department of Labor’s (DOL) final rule meaningfully expanded when a person is deemed to be treated as a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA) and the Internal Revenue Code (Code) as a result of providing […]

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What is a Real Estate IRA LLC and How Do You Use it?

June 30th, 2017

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to purchase real estate or make […]

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How Do the UBTI Rules Differ Between a Solo 401k and an IRA?

June 23rd, 2017

Like an IRA, the tax advantage of a Solo 401K Plan is that income is tax-free until distributed. In general, an exempt organization is not taxed on its income from an activity that is substantially related to the charitable, educational, or other purpose that is the basis for the organization’s exemption. Such income is exempt […]

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IRA Financial Group Announces New Solo 401(k) Plan Annual Services to Include Filing of IRS Form 5500-EZ

June 22nd, 2017

Solo 401(k) plan clients of the IRA Financial Group to be offered IRS Form 5500-EZ completion services IRA Financial Group, the leading provider of self-directed IRA and solo 401(k) plans, announces a new service for its annual tax and compliance service for Solo 401(k) plan clients to include the completion of the annual IRS information […]

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How Does an Owner-Only 401k Work?

May 15th, 2017

With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Owner-Only 401(k) Plan, also known as a Solo 401(k) Plan, or pay excessive administration fees. Work directly with our in-house tax and ERISA professionals to customize your Solo 401(k) Plan based on your investment and retirement […]

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