Archive for December, 2013

IRA Financial Group to Offer Special Solo 401(k) Plan Year-End Tax Advisory Service For All Self-Directed 401(k) Retirement Clients

December 20th, 2013

Special year-end solo 401(k) plan tax advisory service will cover all elements of the individual 401(K) Plan IRA Financial Group, the leading provider of IRS compliant solo 401(k) Plans, announces the offering of a year-end tax advisory service to be offered for no additional charge to all current self-directed solo 401(k) plan clients. The new […]

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Solo 401(k) Eligibility

December 17th, 2013

A Solo 401(k) plan is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) Plan, investors must meet just two […]

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Solo 401(k) Plan Providers Expecting Strong Fourth Quarter Demand for Self-Directed Solo 401(K) Plan in 2013

December 10th, 2013

Self-Directed Solo 401(K) Plans with checkbook control expected to see surge in interest from the self-employed for 2013 IRA Financial Group, the leading solo 401(k) Plan provider expects to see strong demand for its self-directed solo 401(k) Plan product from the self-employed and small business owners in the fourth quarter of 2013. “Because the contributions […]

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Roth Solo 401(k) Conversion & Rollover Facts

December 4th, 2013

Can I convert a 401(k) Plan to a Roth 401(k) Plan? Yes. The Small Business Jobs Act of 2010, signed by President Obama contained a little-known provision, which went to affect on Sept. 27, 2010, allowing for the conversion of a traditional 401(k) or 403(b) account to a Roth in the same plan if their […]

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