Self-Directed IRA or Solo 401K – What is the Better Retirement Strategy for Me?

April 25th, 2013

At one point in everybody’s life they have or will contemplate the dilemma of what retirement plan is best suited for them. There are over 45 million IRA today. However, that does not necessarily mean the Self-Directed IRA is the right retirement strategy. A Self-Directed IRA, which is governed by the rules pursuant to IRC [...]

October 30th, 2012

There is no exclusive plan rule for a Solo 401(k) Plan and SEP IRA. Only a SIMPLE IRA has an exclusive plan rule, meaning one can not combine a Solo 401k Plan with a SIMPLE IRA. Even though one can have a SEP along with a Solo 401(k) plan, there is generally not many benefits [...]

January 23rd, 2012

A Solo 401K Plan, also known as an Individual 401K or Self Directed 401K Plan offers a self employed business owner the ability to use his or her retirement funds to make almost any type of investment, including real estate

August 30th, 2011

Like a Self Directed IRA LLC, by using a Solo 401K Plan with checkbook control, as trustee of the Solo 401K Plan you can make traditional (stocks, mutual funds, etc) as well as non-traditional investments

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.

July 28th, 2011

n contrast to a self employed IRA, a Solo 401K Plan offers a self-employed individual the ability to use more of their compensation to make Solo 401K Plan contribution

July 22nd, 2011

This is one reason why the IRA Financial Group is the leading provider of Solo 401K Plans

July 7th, 2011

The most noteworthy benefit of the IRA Financial Group Solo 401k Plan is that it offers the plan participant checkbook control over his or her retirement funds