Here’s What You Need to Know About Contributing to a Solo 401(k) in 2018

May 21st, 2018

Under the 2018 Solo 401(k) contribution rules, a plan participant under the age of 50 can make a maximum annual employee deferral contribution in the amount of $18,500. That amount can be made in pre-tax, after-tax or Roth. On the profit sharing side, the business can make a 25% (20% in the case of a […]

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What is the Solo 401(k) Solution?

May 3rd, 2018

The Solo 401(k) Plan, also known as the Individual 401(k) or Self-Directed 401(k) Plan, is an IRS approved type of qualified retirement plan which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The Solo 401(k) plan is not a new type of plan. It is […]

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IRA Financial Group Podcast Episode 121: This Is What You Need To Know If You Are Thinking About Owning Collectibles With Retirement Funds

April 17th, 2018

IRA Financial Group’s Adam Bergman discusses what you need to know if you are thinking about investing your retirement funds in collectibles, why the IRS prohibits investing an IRA or 401(k) in collectibles and what types of investments get defined as collectibles by the IRS. Click Here to Listen  

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IRA Financial Group Podcast Episode 118: This Is What You Need To Know If You Are Self-Employed And Thinking About Retirement Planning

April 12th, 2018

IRA Financial Group’s Adam Bergman discusses what you absolutely need to know if you are self-employed or a small business owner and thinking about retirement. Click Here to Listen  

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IRA Financial Group Podcast Episode 111: Cryptocurrency Regulatory Update – From the Retirement Industry Trust Association Spring 2018 Conference

March 29th, 2018

IRA Financial Group’s Adam Bergman discusses an update to the regulations surrounding the cryptocurrency market, from the Retirement Industry Trust Association Spring 2018 Conference in Washington, D.C. Click Here to Listen  

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Not All Solo 401(k) Plans Are The Same

March 26th, 2018

Here’s the latest article by Adam Bergman that originally appeared on Forbes.com – A Solo 401(k) plan is not a new type of retirement plan. It is a traditional 401(k) plan covering only one employee. In general, in order to be eligible to establish a Solo 401(k) plan, one must be self-employed or have a […]

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What Kind of Investments Can Be Made with a Solo 401k Plan?

March 13th, 2018

A Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very few. The following […]

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New Book on Using Retirement Funds to Buy Cryptocurrencies by Adam Bergman Now Available on Kindle

March 6th, 2018

New Bitcoin IRA book is the first to address the topic of how to use a self-directed IRA or Solo 401(k) plan to buy cryptocurrencies, such as Bitcoin How to Use Retirement Funds to Purchase Cryptocurrencies in a Nutshell, now available on Kindle, written by Adam Bergman is the first book to address the topic […]

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