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IRA Financial Group to Accept Rollover of Self-Directed Solo 401(k) Plan Assets from All Major Financial Institutions
  • USA - English


News provided by

IRA Financial Group, LLC

Apr 28, 2014, 18:30 ET

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Self-directed solo 401(k) plan assets can be rolled over to IRA Financial Group Solo 401(k) Plan without tax or penalty
Self-directed solo 401(k) plan assets can be rolled over to IRA Financial Group Solo 401(k) Plan without tax or penalty

We have heard from many financial institutions who have decided to suspend their self-directed 401(k) plan administration services and now wish to help their clients find a new company to sponsor their plan

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New York, NY (PRWEB) April 28, 2014 -- IRA Financial Group, the leading provider of self-directed solo 401(k) plans announces that it will accept rollover of self-directed solo 401(k) plan and assets to IRA Financial Group without tax or penalty from all major financial institutions and retirement custodians. IRA Financial Group will help self-employed and small business owners rollover existing self-directed individual 401k plans from banks and financial institutions that no longer wish to administer such plans. “ We have experienced a huge number of self-directed retirement plan clients that have been looking to roll their existing self-directed retirement plans to a new company in light of many financial institutions dropping their annual plan administration services,“ stated Susan Glass, a retirement tax specialist with the IRA Financial Group. “Over the last year, we have heard from many financial institutions and retirement account custodians who have decided to suspend their self-directed 401(k) plan administration services and now wish to help their clients find a new company to sponsor their plan, “ stated Ms. Glass.

The self-directed solo 401(k) plan is a qualified retirement plan that is established by a sole proprietorship or business owner that has no full-time employees. IRA Financial Group’s self-directed solo 401(k) Plan was designed to offer self-employed retirement investors a diverse and wide array of investment opportunities for their retirement funds, specifically real estate. However, small business owners that have adopted a self-directed solo 401(k) plan can purchase stocks, mutual funds, precious metals, real estate, and much more. In addition, the self-directed solo 401(k) Plan account can be opened at any local bank and financial institution, including Fidelity, Scottrade, TD Ameitrade and more. “When it comes to using a self-directed retiremenet plan as a retirement and investment vehicle, it is crucial that the 401(k) plan be properly administered and satisfy all IRS and ERISA rules, “ stated Joel Baum, a CPA with the IRA Financial Group.

IRA Financial Group’s self-directed 401(k) plan program provides an affordable, comprehensive retirement program backed by knowledgeable retirement plan professionals who ensures a self-directed retirement plan runs smoothly and remains in full IRS compliance. “Our experienced retirement services professionals will manage many of the daily operations of your plan, relieving much of the stress of adopting a self-directed solo 401k plan,” stated Ms. Glass. Existing self-directed solo 401(k) plan clients will be able to rollover their plans cash as well as in-kind assets tax-free and penalty free to IRA Financial Group’s self-directed solo 401(k) plan program.

The IRA Financial Group’s in-house retirement tax professionals spent a number of years carefully studying IRS guidance in order to design an IRS compliant 401(k) plan program using retirement funds to make traditional as well as non-traditional investments, in addition to gaining all the advantages of having a 401(k) plan, including high deferral and the ability to borrow up to $50,000.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.

IRA Financial Group is the market's leading provider and administrator of self-directed retirement solutions. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.

To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.

Jaclyn Baily, IRA Financial Group, LLC, http://www.irafinancialgroup.com, +1 800-472-0646 Ext: 9, [email protected]

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IRA Financial Group - Leading Provider of Self-Directed IRA LLCs and Solo 401(k) Plans
IRA Financial Group - Leading Provider of Self-Directed IRA LLCs and Solo 401(k) Plans
IRA Financial Group - Leading Provider of Self-Directed IRA LLCs and Solo 401(k) Plans

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