What To Know Before Purchasing Cryptocurrencies With Retirement Funds

December 15th, 2017

The following, written by Adam Bergman, first appeared on Forbes.com – With the value of Bitcoins and many other cryptocurrencies flying high in 2017, many investors have looked to take advantage of this trend and own cryptocurrencies in tax-advantaged retirement plans, such as a Self-Directed IRA or Solo 401(k) Plan.  This article will explore the […]

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IRA Financial Group Podcast Episode 88: New Bitcoin Futures Exchange – What it Means for Self-Directed IRA and Solo 401(k) Plan Investors

December 11th, 2017

IRA Financial Group’s Adam Bergman discusses the new Bitcoin Futures Exchange and what it means for retirement investors looking to buy cryptocurrency.   Click Here to Listen  

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IRA Financial Group Releases Cryptocurrency E-Info Kit for Self-Directed & Solo 401(K) Plan Investors

December 7th, 2017

The IRA Financial Group Crypto E-Info Kit will help guide retirement account holders looking to use a self-directed or Solo 401(k) plan to buy cryptocurrencies, such as bitcoins IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans announces the launch of a new Cryptocurrency E-Info Kit. The free cryptocurrency information […]

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Can You Make Contributions to Both a Solo 401k and SEP IRA?

December 4th, 2017

Yes. You can make contributions to both a SEP and a Solo 401K Plan. In other words, a business can have both a SEP IRA and a Solo 401(K) Plan, although, there is generally no advantage for a business to have both active at the same time. A Solo 401(k) Plan includes both an employee […]

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Rules for a Solo 401(k) Plan Loan

November 29th, 2017

Under a solo 401(k) Plan, a plan participant may be eligible to obtain a loan from the vested balance of the solo 401(k) plan balance without triggering a distribution subject to tax or penalty. With IRA Financial Group’s solo 401(k) plan, the IRA or 401(k) plan funds rolled into the new solo 401(k) plan, as […]

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True Facts About the Self-Employed 401k Plan

November 22nd, 2017

The Self-Employed 401(k), also known as a 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 […]

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IRA Financial Group Podcast Episode 84: New House Tax Plan Update – Big Business and Real Estate Investors Are The Big Winners

November 17th, 2017

IRA Financial Group’s Adam Bergman discusses the passing of the new tax bill by The House and what it means for investors.   Click Here to Listen  

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Can You Adopt a Separate Individual 401(k) for Another Business

November 15th, 2017

One must first determine whether adopting the additional Solo 401(k) would violate the CONTROLLED GROUP RULES set up by the IRS and Department of Labor. The Controlled Group Rules were created essentially to protect employees from a business owner or executive establishing a separate 401(k) plan for another business and thereby not offering those employees […]

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