Archive for December, 2016

IRA Financial Group Enhances Year-End Tax Planning Service For Solo 401(k) Plan Clients To Include CPA Services

December 29th, 2016

2016 year-end tax planning service will help IRA Financial Group Clients keep their self-directed retirement structures in IRS compliance IRA Financial Group, the leading provider of “checkbook control”  Solo 401(k) plan solutions, announces an expansion of its year-end tax planning service for all its Solo 401(k) plan clients. The 2016 year-end tax planning service will […]

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Using a 401k Loan to Invest

December 20th, 2016

When it comes to using retirement funds, such as a 401(k) or Solo 401K Plan, to make investments, the question arises whether a 401(k) can utilize a loan as part of the transaction. The IRS has always allowed a Solo 401K Plan to make traditional as well as non-traditional investments such as real estate. However, […]

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A Trump Presidency Means Greater Popularity For The Rollover Business Start-Up Solution (ROBS)

December 14th, 2016

The subject of business taxes was a popular theme during President-elect Trump’s election campaign and will surely become a hot topic during his first year as President.  President-elect Trump has stated that he favors a 15% corporate rate as part of his tax plan as well as eliminate the corporate alternative minimum tax. This rate […]

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What Are the Advantages of the Roth Solo 401k Plan?

December 7th, 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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