Archive for January, 2017

How to Use Your 401k to Make Real Estate Investments

January 26th, 2017

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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Adam Bergman – Author of Leading Self-Directed Solo 401(k) Book –Going Solo -To Release Second Edition in January 2017

January 19th, 2017

Updated version of Solo 401(k) plan book Going Solo will include updated 2017 plan contribution numbers as well as new case law on prohibited transactions. Adam Bergman, IRA Financial Group partner and author of the leading book on self-directed Solo 401(k) plans: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed is proud to […]

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Increase in Annual Solo 401(k) Plan Contribution Limits in 2017 Expected to Create Strong Demand for Solo 401(k) Plans in 2017

January 11th, 2017

2017 Solo 401(k) plan maximum contribution amount to increase to $54,000 and $60,000 for individuals over the age of fifty, an increase of $1000 from 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, expects to see an increase in demand for the self-directed solo 401(k) plan in 2017 because […]

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Updated Rules for Purchasing Coins with a Solo 401(k) Plan

January 5th, 2017

The IRS does not list the type of assets or investments that may be purchased with retirement funds, but does indicate which categories of assets or investments are not permitted. The categories of transactions that are not permitted to be purchased using a Solo 401(k) Plan can be found in Internal Revenue Code Sections 408 […]

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