How the SECURE Act will Impact Your Retirement Plan
Learn how the SECURE Act will impact your retirement, whether you have an IRA, 401(k) or you do not participate in a company sponsored retirement plan.
ROBS Solution for Entrepreneurs
The ROBS solution is perfect for entrepreneurs, as it allows them to use their retirement funds to start or franchise a business if they can’t get a loan.
IRA Financial App Offers Fully Digital Solo 401(k) Plan Platform
We have new app features for Solo 401(k) clients that will allow plan participants to perform Solo 401(k) activities hassle-free and securely.
ROBS Myths – Fact or Fiction?
When using the Rollover for Business Startup, or ROBS, structure for business funding, it’s important to know the facts. There are many ROBS myths out there that just aren’t true. It doesn’t matter if you are already using ROBS or are just researching, knowing how it works is just as crucial. In this article, we […]
Saving for Retirement as a Freelancer
Saving for retirement as a freelancer is possible with the Solo 401(k) plan. You can make higher contributions, borrow a $50,000 loan and make investments.
How California Assembly Bill 5 Disrupts The Gig Economy – Episode 196
IRA Financial’s Adam Bergman discusses California Assembly Bill 5, that plans to reclassify independent contractors of certain professions as employees, and what it means for the gig economy. Recently, California Assembly Bill 5 (AB 5) was passed. This could turn the gig economy upside down. In his latest podcast, Mr. Bergman discuses what the bill […]
New Bill May be Retirement Kiss of Death for Gig Economy
Bill Limits gig economy participants from Solo 401(k) – new CA labor bill will reclassify some independent contractors as employees.
Common Questions After Employing Rollovers as Business Startups (ROBS)
You may have questions after using the ROBS solution to fund a business with retirement funds. Here, we answer clients most commonly asked questions.
Solo 401(k) for Attorneys – Why it’s a Good Plan
Solo 401(k) for Attorneys – a sole practitioner can benefit from the Solo 401(k) retirement plan as a self-emploed individual. Learn the benefits today.
Small Business Retirement Plans
Retirement Plans for Small Businesses include the Solo 401(k), SEP IRA and SIMPLE IRA. Which retirement plan is best for you and your financial goals? Learn more in the IRA Financial article.