Can I Still do a Mega Backdoor Roth Solo 401(k) Contribution in 2022?
As of this writing, the Mega Backdoor Roth contribution is still in play. Whether that remains the case is something to be determined.
Can You Support Charity Through Your IRA?
Key Points Supporting a charity through your IRA can make great financial sense Charities support many worthy causes you can help You can even make a charity a beneficiary when you pass Are you able to support a charity through your IRA? Giving to charity is a wonderful way to show support for individuals who […]
IRA Financial Group Self-Directed Solo 401(k) Plan with Charles Schwab
IRA Financial Group and Charles Schwab have worked together to allow IRA Financial Group Solo 401(k) clients to establish a Checkbook Control Solo 401(k) Plan account with Charles Schwab with no custodian fees. IRA Financial Group clients will be able to use IRA Financial Group’s IRS approved Self-Directed Solo 401(k) Plan and open the plan […]
The Great Resignation and Your Retirement
There have been major changes and challenges over the last few years and they’ve directly affected the way Americans work, and want to work.
Foreign Investors and U.S. Real Estate
Foreign investors and U.S. real estate have combined for billions in the past few years. Current challenges may make a better time for domestic investors.
How to Set up a Solo 401k Plan
Set up a Solo 401(k) plan today! It’s easy when you work with IRA Financial Group. We’ll assist you in completing your plan documents, opening a bank account for your Solo 401(k) and much more.
How to Choose the Best Solo 401(k) Provider
The best solo 401(k) provider will be flexivility with the retirement structure, offer competitive fees and will allow you to use the Solo 401(k) loan.
2022 IRA and 401(k) Contribution Limits – Episode 316
IRA Financial’s Adam Bergman discusses the 2022 401(k) and IRA contribution limits and how to best take advantage to save for retirement.
Retirement Savings And You
Your retirement savings and you form a symbiotic relationship, and it’s important to nurture your funds with attention and long-term growth.
Do You Have These Retirement Benefits?
Key Points Employee benefits can be very expensive Benefits include more than just retirement plans Take advantage of your benefits while you have them Do you know and understand the employee benefits you receive? There can be many of them, and they can encompass a number of different areas. From basic health insurance to concierge […]
