Why Choose an IRA Financial Group Solo 401k Over Fidelity

August 24th, 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 →




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 →




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 →




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 →




How to Choose the Best Solo 401k Provider

November 16th, 2016

Choosing the best Solo 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Solo 401(k) Plan provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & ERISA Professional: There are several companies […]

Read More →




Is It Legal to Use Your 401k to Start a Business?

August 25th, 2016

The legality of using retirement funds to purchase employer corporate stock is firmly established in the Internal Revenue Code and under ERISA law. The IRA Financial Group’s in-house retirement tax professionals have spent the last two years developing an IRS and ERISA compliant structure for using retirement funds to acquire or invest in a business […]

Read More →




The Business Acquisition Compliance & Support Solution or ROBS

July 13th, 2016

With IRA Financial Group’s Business Acquisition & Compliance Solution Structure (BACSS) – you now can: Use your retirement funds to invest in a new business tax-free! Use your retirement funds to purchase a business or franchise tax-free! Use your retirement funds to finance a new or existing business tax-free! Earn a reasonable salary from your […]

Read More →




How Using ROBS Can Go Wrong

May 25th, 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 solution (ROBS). The ROBS solution takes advantage […]

Read More →




New Self-Directed Solo 401(k) Plan Book Written By IRA Financial Group Partner Launches New Website

August 5th, 2015

Going Solo – first published book on the self-directed solo 401(k) plan written by Adam Bergman, Esq. launches website Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, launched a new website: http://www.goingsolo401kbook.com. The website offers information on the book and the author, […]

Read More →




IRA Financial Group Sees Little Demand From Clients For Penalty Relief Program for Form 5500-EZ Late Filers

June 3rd, 2015

IRS pilot program gives solo 401(k) plans relief from IRS late filing penalties on past due Form 5500-EZ IRA Financial Group, the leading provider of self-directed Solo 401(k) plans, has seen little demand from solo 401(k) plan clients seeking to take advantage of a new IRS pilot program offering relief for IRS Form 5500-EZ late […]

Read More →