IRA Financial Group Introduces New Cryptocurrency Solo 401(k) Plan with Checkbook Control Solution

June 13th, 2017

Cryptocurrency Solo 401(k) Plan solution will allow for tax-free treatment on bitcoin & other digital asset transactions using retirement funds. IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans is proud to announce the introduction of the cryptocurrency self-directed Solo 401(k) plan with checkbook control. The cryptocurrency Solo 401(k) plan […]

Read More →




Millennials Using Solo 401(k) Plan Loan Option to Enter Housing Market

June 1st, 2017

401(k) Plan loan feature helping first-time home buyers secure necessary funds to purchase a home IRA Financial Group, the leading provider of solo 401(k) plans for self-employed and small business owners, has seen a growing number of millennials who are first time home buyers using the 401(k) plan loan feature to purchase a home, according […]

Read More →




Pass-Through Tax Cut May Impact Small Business Owner Retirement Savings Strategies

May 17th, 2017

This article, written by our own Adam Bergman, originally appeared on Forbes.com – President Donald Trump’s plan to cut the tax rate to 15 percent for so called pass-through businesses, such as partnerships, LLCs and S Corporations, will help many small business owners reinvest in their business by saving on taxes.  President Trump also plans […]

Read More →




IRA Financial Group Vs. Wells Fargo Solo 401k Plan

April 18th, 2017

The Solo 401K Plan, also known as the Individual 401K or Self Directed 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s). Since the adoption of the 2002 Economic Growth and Tax Reconciliation Act, the Solo 401K Plan has […]

Read More →




Solo 401k Plans Offer Protection from Creditors

March 1st, 2017

Retirement accounts have become many Americans’ most valuable assets. That means it is vital that you have the ability to protect them from creditors, such as people who have won lawsuits against you. In general, the asset/creditor protection strategies available to you depend on the type of retirement account you have (i.e. Traditional IRA, Roth […]

Read More →




UDFI And Using A 401(k) Plan To Buy Real Estate

February 24th, 2017

One of the advantages of using retirement funds, such as a 401(k) plan, to make investments is that, in most cases, all income and gains from the investment will flow back to the 401(k) plan tax-deferred (or tax-free in the case of a Roth). This is because a 401(k) plan is exempt from tax pursuant […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →