Archive for October, 2015

The IRS Position on Using ROBS to Start a Business

October 28th, 2015

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

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After-Tax Solo 401(k) Plan Contribution Tax Strategy Helping Generate Interest in Solo 401(k) Plans

October 21st, 2015

IRA Financial Group sees increase demand for self-directed solo 401(k) plans because of after-tax contribution option IRA Financial Group, the leading provider of self-directed Solo 401(K) plans, has seen an increase in demand for its Solo 401(k) plan largely as a result of the after-tax contribution strategy, which allows one to reach the annual contribution […]

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You Can Use Your Solo 401k to Invest in Options

October 14th, 2015

When it comes to making investments with a Solo 401(k) Plan, the IRS generally does not tell you what you can invest in, only what you cannot invest in.  The types of investments that are not permitted to be made using retirement funds is outlined in Internal Revenue Code Section 408 and 4975.  These rules […]

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Self Directing Your Solo 401k Plan

October 6th, 2015

A Solo 401K Plan also called a Self-Directed 401K offers a self employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real estate, on their own without requiring custodian consent. Additionally, a Self-Directed 401K Plan will allow you to make high contributions to the Plan […]

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