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1-800-IRA-0646

Free Tools

About IRA Financial

Information Kits

Our information kits have been updated for 2022! Fill out the form and the selected kit will be automatically downloaded.

Guide to Self-Directed IRA Investments

Self-Directed IRA

Guide to directing your investments.

Guide to Solo 401(k)s

Solo 401(k)

The best plan for the self-employed.

Guide to using retirement funds to buy a business

ROBS Solution

Use retirement funds to buy a business.

Guide to Using an IRA or 401(k) to Buy Cryptos

Cryptocurrency

Invest in cryptos with retirement funds.

Calculators

Solo 401(k) Max Contribution

The amount that can be contributed to a Solo 401(k) plan is based on whether your business is taxed as a corporation and you receive a W-2 or if you are taxed as an LLC, partnership, or sole proprietorship.

Solo 401(k) Loan

Solo 401(k) participants can take a loan from their plan if it is permitted in the business’s Solo 401(k) documents. A loan is permitted at any time using the accumulated balance of the Solo 401(k) as collateral.

Roth IRA Contributions

The primary advantage of using a Self-Directed Roth IRA over a traditional IRA is that all income and gains grow tax free and will not be subject to tax upon withdrawal or distribution at age 59 1/2