The major question to address when it comes to Solo 401(k) tax filing is: Are there any annual tax filing requirements for the plan? Since…
Solo 401(k) nonrecourse financing – A nonrecourse loan is a loan not personally guaranteed by the plan participant. Find out how you can benefit with…
Beneficiary Forms pertaining to self-directed IRAs or Solo 401(k) plans can come with complex scenarios. IRA Financial Group can help you better understand the rules.
It’s that time of year again. Like clockwork, every April the “Tax Man” comes to take his share. If you are one of the many…
There are no significant 2019 UBTI changes. For example, the 2019 Unrelated Business Income Tax (UBTI or UBIT) rate is 37%. This is the same…
When using a Self-Directed IRA or Solo 401(k) plan to make alternative investments, you must pay attention to all the rules set forth by the…
Solo 401(k) rules include prohibited transactions and the use of your retirement plan with a disqualified person. Learn more about the Solo 401(k) retirement plan.
Solo 401(k) Contributions After 70 ½ As you may know, a traditional IRA does not allow you to make pre-tax IRA contributions after reaching the…
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…
The Department of Labor (“DOL”) Plan Asset Rules were generally enacted to limit an investment fund participant from using his retirement funds to transact with…