Adopting a Solo 401(k) Plan with IRA Financial Group

October 12th, 2017

IRA Financial Group will help you set-up your Solo 401(k) plan quickly, professionally, and economically. The IRA Financial Group’s on-site tax and ERISA professionals will personally customize your Solo 401(k) Plan to fit the needs of your business as well as satisfy your retirement and tax planning goals. Once you have decided to establish a […]

Read More →




How Do I know My Solo 401(K) Plan is Legitimate?

February 19th, 2014

It is very important that when adopting a solo 401(k) plan that the plan documents have been pre-approved by the IRS.  Once can confirm this by receiving a plan opinion letter generated by the IRS.  Generally, if an employer adopts a standardized master or prototype plan, the employer may rely on the master or prototype […]

Read More →




Risk of using a Solo 401(k) Plan Opinion Letter from a Non-Plan Sponsor

February 10th, 2014

Recently there has been a number of company’s selling and marketing solo 401(k) plan documents that may not have the requisite authority to do so.  Accordingly, a number of these companies are selling plan documents without an IRS opinion letter or in some cases with an IRS opinion letter in the name of third-party. The […]

Read More →




Beware of Solo 401(k) Plan Providers Without an IRS Opinion Letter in Their Name

February 10th, 2014

Over the last few years there has been a growing number of company’s selling and marketing solo 401(k) plan documents. Unfortunately, a number of these new companies are selling plan documents without an IRS opinion letter or in some cases with an IRS opinion letter in the name of third-party. The Basic solo 401(k) plan […]

Read More →




Transferring Retirement Funds to a Solo 401K Plan

May 27th, 2011

Transfer retirement funds such as a Traditional IRA, SEP-IRA, SIMPLE IRA, 401 K, 403b, and most other pre-tax retirement plans tax-free from your current custodian to any financial institution or credit union who can serve as your Solo 401K Plan custodian for no fee.

Read More →




Useful Tips for Taking a Solo 401K Loan

May 20th, 2011

The Solo 401K Plan Loan is a great tool for any self employed business owner seeking immediate funds for their business or for any personal need

Read More →