Archive for September, 2015

Forbes.com Publishes Article on Rollover Business Start-up (ROBS) Written By Adam Bergman, A Partner with the IRA Financial Group

September 29th, 2015

Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, contributes articles on using retirement funds to buy a business Adam Bergman, partner with the IRA Financial Group, has just written an article published on Forbes.com that addresses the legality of the Rollover Business Startup (ROBS) solution. The article titled, “Robbing Your […]

Read More →




Choosing a Solo 401k Versus a SEP IRA

September 23rd, 2015

A Solo 401(k) Plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) Plan” or Individual 401(k) Plan is not a new type of plan. It is a traditional 401(k) Plan covering only one employee.  Like […]

Read More →




The Advantages of the ROBS Solution vs. the Self-Directed IRA to Buy a Business with IRA or 401k Funds

September 16th, 2015

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

Read More →




In-House CPA Service for Your Solo 401k

September 10th, 2015

IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions. Our in-house CPAs are specially trained in the taxation of retirement accounts, which allows us to provide our clients with specialized tax […]

Read More →




Top Solo 401(k) Plan Provider – IRA Financial Group – Announces Solo 401(k) Plan Non-Deductible Contribution Tax Strategy

September 2nd, 2015

IRA Financial Group, the leading provider of open architecture self-directed Solo 401(K) plans, announces the introduction of the Non-Deductible Contribution tax strategy, which allows one to reach the annual contribution limit much quicker. Under the Solo 401(k) plan Non-Deductible Contribution tax strategy, after tax deferrals (not Roth but not pre-tax) can be made dollar-for-dollar up […]

Read More →