Archive for August, 2015

An Overview of the Solo 401(k) Plan Roth In-Plan Rollover

August 26th, 2015

For the past few years, plans with designated Roth accounts could allow an individual to roll over an amount from a non-Roth account into the individual’s designated Roth account in the same plan, but only amounts the individual could have had distributed from the plan, usually because the individual had attained age 59½ or had […]

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Why Open a Solo 401k Plan?

August 19th, 2015

A Solo 401(k) is perfect for sole proprietors, small businesses and independent contractors such as consultants. A Solo 401(k) Plan can be adopted by any business with no employees other than the owner(s). The business can be established as a sole proprietorship, LLC, corporation, or partnership. A Solo 401K plan offers the same advantages as […]

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Using a Solo 401k to Flip Houses

August 11th, 2015

Since the creation of the Solo 401(K) Plan back in the early 1980s, the IRS has always permitted a Solo 401(K) Plan to purchase, hold, or flip real estate. By using a Solo 401(K) Plan, also known as a self-directed 401(K) Plan or Individual 401(K) Plan, to buy real estate, you will be able to […]

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New Self-Directed Solo 401(k) Plan Book Written By IRA Financial Group Partner Launches New Website

August 5th, 2015

Going Solo – first published book on the self-directed solo 401(k) plan written by Adam Bergman, Esq. launches website Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, launched a new website: The website offers information on the book and the author, […]

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