Why Use a Solo 401k to Invest in Real Estate

June 26th, 2017

Advantages of Using a Solo 401(k) to Purchase Real Estate Income or gains generated by a 401(k) Plan generate tax-deferred/tax-free profits. Using a Solo 401(k) Plan to purchase real estate allows the 401(k) to earn tax-free income/gains and pay taxes at a future date, rather than in the year the investment produces income. With a […]

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How Do the UBTI Rules Differ Between a Solo 401k and an IRA?

June 23rd, 2017

Like an IRA, the tax advantage of a Solo 401K Plan is that income is tax-free until distributed. In general, an exempt organization is not taxed on its income from an activity that is substantially related to the charitable, educational, or other purpose that is the basis for the organization’s exemption. Such income is exempt […]

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IRA Financial Group Announces New Solo 401(k) Plan Annual Services to Include Filing of IRS Form 5500-EZ

June 22nd, 2017

Solo 401(k) plan clients of the IRA Financial Group to be offered IRS Form 5500-EZ completion services IRA Financial Group, the leading provider of self-directed IRA and solo 401(k) plans, announces a new service for its annual tax and compliance service for Solo 401(k) plan clients to include the completion of the annual IRS information […]

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How to Take a Loan from Your Solo 401k Plan

June 19th, 2017

As long as the plan documents allow for it & the proper loan documents are prepared and executed, a participant loan can be made for any reason. The solo 401k loan is received tax free and penalty free. There are no penalties or taxes due provided loan payments are paid on time. The IRA Financial […]

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IRA Financial Group Podcast Episode 77: Using a Solo 401k to Buy Bitcoins and Cryptocurrency

June 15th, 2017

IRA Financial Group’s Adam Bergman discusses how to use a Solo 401k Plan to buy Bitcoins and Cryptocurrency, as interest in virtual currency continues to increase.   Click Here to Listen  

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IRA Financial Group Podcast Episode 75: The Taxation of Bitcoins

June 13th, 2017

IRA Financial Group’s Adam Bergman discusses the emergence of Bitcoin and other Cryptocurrencies as investment options for Self-Directed retirement investors and the tax implications of such investments.   Click Here to Listen  

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What Are the Advantages of Using the Roth Solo 401k to Invest in Real Estate?

June 13th, 2017

Using a Solo 401(k) Plan with a Roth component to purchase real estate or make other alternative asset investments is most tax beneficial way to make such investments. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire […]

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Federal Income Tax Treatment Of Cryptocurrencies, Such As Bitcoins, Creating Opportunities For Retirement Account Investors

June 9th, 2017

For a growing number of investors, cryptocurrency is not only the future of money, but also an attractive and potentially profitable investment asset, though highly risky and volatile.  Bitcoin has become the public’s most visible and popular cryptocurrency and it is also among the oldest, having first emerged in 2009.  Over one year, the market […]

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