Archive for January, 2016

Advantages of Using ROBS to Fund Your Business

January 27th, 2016

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of […]

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Buying Real Estate with a Solo 401(k)

January 21st, 2016

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside 401(k) retirement accounts. Investments in real estate with a Solo 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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Enjoy a Tax-Free Retirement with a Roth Solo 401(k)

January 14th, 2016

The Roth Solo 401K Plan is the ultimate tax-free retirement solution for the self-employed. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire is the last surviving legal tax shelter. With a Roth Solo 401K you can […]

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New Book on Using Your 401k to Buy a Business

January 7th, 2016

The New Book by IRA Financial Group’s Adam Bergman DID YOU KNOW THAT RETIREMENT ASSETS COULD BE USED TO FINANCE A BUSINESS VENTURE? Few people, including many attorneys and CPAs, realize that it might be possible for you to legally buy, finance, or invest in your own business with your retirement funds. Learn how you […]

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