The Linkedin IPO will make a number of IRA Financial Group clients extremely happy over the coming months. Shares of LinkedIn, which rose as much as 171 percent in their first day of trade on the New York Stock Exchange, closed more than 109 percent above the $45 IPO price. IRA Financial Group assisted a number of investors use their retirement funds to purchase LinkedIn pre-IPO shares with a self directed IRA or solo 401K plan. Though, most of these investors will not able to realize gains from their purchase of pre-IPO LinkedIn shares because they are likely subject to a 180-day post-IPO lockup provision. It is very common for start-up or emerging growth companies to have a lockup provision that is at least 180 days. In some cases, investors have generated paper gains of nearly 400% on the purchase.

“By using a solo 401K plan to purchase these shares, investors would be able to defer these gains from tax,” stated Adam Bergman, tax attorney at the IRA Financial Group.

The solo 401k Plan is an IRS approved plan that was designed specifically for the self-employed. Like a self directed IRA with checkbook control, as the trustee of the solo 401K plan, the plan participant (you) will have the freedom to make all investment decisions for your solo 401K plan (“checkbook control”) without requiring the consent of a custodian. Therefore, a solo 401K plan allows you to eliminate the expense and delays associated with an IRA custodian, enabling one to act quickly when the right investment opportunity presents itself, such as a pre-IPO stock investments. Like a self directed IRA LLC where the IRA holder will serve as the IRA LLC manager, in the case of a solo 401K plan, the business owner can serve as trustee of the solo 401(k) plan.

Accordingly, as the solo 401K plan trustee, making an investment is as simple as writing a check straight from the solo 401K Plan bank account, which can be opened at any local bank or credit union. Unlike a conventional solo 401K plan that can be opened at a traditional financial institution such as Fidelity, the solo 401K plan offered by the IRA Financial Group is a self directed solo 401K plan which unlocks a world of investment opportunities. No longer will you be restricted from making real estate and other IRS approved investments with your 401(k) funds. With the solo 401K plan, you will have control over your retirement funds so you can purchase real estate, precious metals, and much more tax-free!

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 and Dewey & LeBoeuf LLP.

IRA Financial Group is the market’s leading “Checkbook Control” Self Directed IRA and Solo 401k Plan Facilitator. We have 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 tax-free and without custodian consent!

To learn more about the IRA Financial Group please visit our website at or call 800-472-0646.


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