Moving Money to an Individual 401k Plan

July 28th, 2011

Once you have directly rolled over your retirement funds to an individual 401K, making an investment is as simple as writing a check. Plus, you will have the opportunity to make high contributions and borrow up to $50,000 tax-free for any purpose.

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The Self Directed IRA Rules

July 8th, 2011

The Self Directed IRA Rules rules are extremely broad and the penalties extremely harsh (immediate disqualification of entire IRA plus penalty). Thus, an individual using a Self Directed IRA to make investments should be aware and cautious of the disqualified person and prohibited transaction rules.

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