Some Info About the IRA Financial Group

September 5th, 2014

Why did you start the IRA Financial Group? The IRA Financial Group was created by a group of former tax and ERISA attorneys who worked for a number of the largest law firms in the country like White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP. During their years of practice, they noticed that […]

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Converting to a Roth IRA

September 4th, 2014

Beginning in 2010, the modified Adjusted Gross Income (“AGI”) and filing status requirements for converting a Traditional IRA to a Roth IRA are eliminated. Below are some important points to consider when deciding whether to convert your Traditional IRA to a Self-Directed Roth IRA LLC. Do you have the ability to pay income taxes on […]

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Advantages of the Self-Directed 401k Plan

September 3rd, 2014

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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Strong Rental Market Helping to Increase Demand for Real Estate from Self-Directed IRA LLC Investors

September 2nd, 2014

High demand for rental properties triggering increased attention for real estate self-directed IRA investors. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, has seen a strong demand from retirement investors looking to use their retirement funds to buy rental income properties. Because of the strong demand for rental properties in […]

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The SEP Self-Directed IRA

August 29th, 2014

What is a SEP? A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP-IRA cannot exceed the lesser of (i) 25% of compensation, or $50,000 for 2014. However, special rules apply when […]

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The Advantages of the ROBS Solution vs. the Self-Directed IRA to Buy a Business

August 28th, 2014

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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Solo 401k CPA Service

August 28th, 2014

IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions. Our in-house CPAs are specially trained in the taxation of retirement accounts, which allows us to provide our clients with specialized tax […]

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IRA Financial Group Introduces One-Day Set-Up Self-Employed 401(k) Plan Program For Small Businesses

August 27th, 2014

Self-employed 401(k) Plan solution can be set-up in one day and would offer self-directed investment features and can be opened at any local bank IRA Financial Group, the leading provider of self-directed self-employed 401(k) plans, announces the introduction of the one-day self-employed 401(k) plan set-up program for sole proprietors and small businesses owners with no […]

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