IRA Financial Group Launches Client Testimonial Page for Self-Directed IRA and Solo 401(k) Plan Clients

October 27th, 2016

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, is proud to announce the launching of a new webpage focusing on testimonials from hundreds of its 12,000 plus self-directed IRA, solo 401(k) plan, and ROBS plan clients. “We are excited to share some of the positive feedback from some […]

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The Law and the One Participant 401k Plan

October 24th, 2016

The Employee Retirement Income Security Act of 1974 ( ERISA) ( Pub.L. 93-406, 88  Stat. 829, enacted September 2, 1974) is an American federal statute that establishes minimum standards for pension plans in private industry and provides for extensive rules on the federal income tax effects of transactions associated with employee benefit plans. ERISA contained sweeping changes […]

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Distribution Rules for a Solo 401k Plan

October 20th, 2016

A Solo 401(k) plan is a great retirement plan for accumulating retirement wealth through high contributions and alternative asset investment opportunities. However, there are times that one needs to access their Solo 401(k) plan funds either voluntarily or as required by law. In the case of an IRA, the IRA owner may take distributions from […]

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What Sets Apart the IRA Financial Group?

October 18th, 2016

The IRA Financial Group is owned and operated by tax and ERISA professionals who have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. As a result, our retirement tax professionals’ tax and IRA knowledge in this area is unmatched. Unlike our […]

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Presidential Election Creating Strong Demand for Self-Directed IRAs & Solo 401(k) Plans

October 14th, 2016

 Upcoming Presidential election causing increasing interest in alternative asset investments, such as real estate via self-directed IRA and Solo 401(k) plan. IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, has seen a surge of clients interested in using the retirement funds to make alternative asset investments, such as real estate […]

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The Solo 401k Checkbook Control Solution

October 7th, 2016

A Solo 401(k) is perfect for sole proprietors, small businesses and independent contractors. A Solo 401(k) plan is generally also referred to as a “checkbook control” Qualified Retirement Plan. In each case, a 401(k) plan is established whereby the participant serves as trustee and administrator of the Plan providing the participant with “checkbook control” over […]

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When to Choose a Solo 401k Plan Over a Self-Directed IRA

October 5th, 2016

A Solo 401(k) plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) plan” or individual 401(k) Plan is not a new type of plan. It is a traditional 401k plan covering only one employee. Unlike […]

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The Facts Concerning the Self Employed 401k Plan

October 3rd, 2016

The Self Employed 401(k) Plan, 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. […]

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