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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What happens if I Make an Excess IRA Contribution?

January 26th, 2011

Generally, an excess IRA contribution is the amount contributed to an individual’s Traditional IRA and Roth IRA for the year that is more than the above limits. Regular (not rollover) contributions made in the year a person is age 70½ and any later year are also excess contributions unless made to a Roth IRA. An excess contribution […]

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