Why Choose the IRA Financial Group for Your Solo 401k Plan

February 22nd, 2017

IRA Financial Group is one of the nation’s top Solo 401(k) Plan providers. Excellence: Our in-house retirement tax professionals have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. Their tax and ERISA experience is unmatched in the industry and is the […]

Read More →




Solo 401k Myths Debunked

February 15th, 2017

The Solo 401(k) Plan is essentially a regular, plain-old, vanilla 401(k) plan that has one participant, who is a self-employed individual, or that person and his or her spouse. There is some misinformation being disseminated about these plans and we would like to set the record straight. We want to let you know what is […]

Read More →




Are You Eligible to Open a Solo 401k Plan?

February 10th, 2017

A Solo 401(k) Plan plan is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) plan, investor must meet just […]

Read More →




Adam Bergman – IRA Financial Group Partner – Featured in South Florida Business Journal

January 31st, 2017

Executive profile on Adam Bergman, IRA Financial Group partner, published on January 27, 2017 in South Florida Business Journal Adam Bergman, President of the IRA Financial Group, was featured in the South Florida Business Journal on January 27, 2017. The executive profile detailed how Mr. Bergman moved from practicing tax law for almost ten years […]

Read More →




Know What You Can Invest in with a Solo 401(k)

January 30th, 2017

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 […]

Read More →




Using Your 401k to Make Real Estate Investments

January 18th, 2017

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside 401(k) retirement accounts. Investments in real estate with a Solo 401(k) are fully permissible under the Employee Retirement Income Security Act […]

Read More →




Adam Bergman – Author of Leading Self-Directed Solo 401(k) Book –Going Solo -To Release Second Edition in January 2017

January 12th, 2017

Updated version of Solo 401(k) plan book Going Solo will include updated 2017 plan contribution numbers as well as new case law on prohibited transactions. Adam Bergman, IRA Financial Group partner and author of the leading book on self-directed Solo 401(k) plans: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed is proud to […]

Read More →




Increase in Annual Solo 401(k) Plan Contribution Limits in 2017 Expected to Create Strong Demand for Solo 401(k) Plans in 2017

January 6th, 2017

2017 Solo 401(k) plan maximum contribution amount to increase to $54,000 and $60,000 for individuals over the age of fifty, an increase of $1000 from 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, expects to see an increase in demand for the self-directed solo 401(k) plan in 2017 because […]

Read More →