Correcting a Prohibited Transaction
When using a Self-Directed IRA or Solo 401(k) plan to make alternative investments, you must pay attention to all the rules set forth by the IRS. Arguably, the most important of these rules are the...
View ArticleHard Money loans with a Self Directed IRA in 5 Steps
Hard Money loans with a Self Directed IRA Hard money loans with the use of a Self-Directed IRA for hard money loans has become a popular investment option. You may know that Self-Directed IRA simply...
View ArticleUse an IRA to Buy or Invest in a Private Company or Business
With a self-directed IRA or checkbook IRA structure, you will have the ability to invest in almost any type of asset you wish including a private company or business. This post will detail what you...
View ArticleDiversify Retirement Funds: Self-Directed IRA Real Estate
Self-Directed IRA Real Estate for Retirement Diversity With the equity markets particularly flat in 2018, more and more investors are starting to turn to a self-directed IRA to purchase real estate....
View ArticleClik here to view.
Lending Funds to a Related Corporation is a Solo 401(k) Prohibited Transaction
Zacky v. Commissioner, TC Memo 2004-130 The Zacky case involved three separate loans all of which were prohibited transactions under Section 4975(c)(1)(B), (D) and (E). The taxpayer, Mr. Zacky, was the...
View ArticleClik here to view.
IRA Financial Group Podcast Episode 66: What Is a Self-Directed IRA...
IRA Financial Group’s Adam Bergman discusses who is considered a disqualified person in a Self-Directed IRA or Solo 401(k) transaction and the types of transactions that are considered prohibited...
View ArticleClik here to view.
What Types of Services Can Be Performed by a Disqualified Person When Buying...
One of the more common questions asked about using a self-directed IRA to make investments is what type of services can the IRA holder make, as a disqualified person, without triggering the IRS...
View ArticleClik here to view.
Types of Prohibited Transactions Using a Solo 401k
Categories of Prohibited Transactions In general, the type of transactions that could fall under the prohibited transaction rules pursuant to Code Section 4975 can be viewed in the context of three...
View ArticleClik here to view.
In-House CPA Service for Your Solo 401k
IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions....
View ArticleClik here to view.
WHAT TYPES OF INVESTMENTS ARE NOT PERMITTED USING A SELF-DIRECTED IRA?
The Internal Revenue Code does not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from...
View ArticleClik here to view.
Rules for a Real Estate Roth IRA
A Self-Directed Roth IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The...
View ArticleClik here to view.
Common Prohibited Transactions of a Self-Directed Roth IRA
Categories of Prohibited Transactions In general, the type of transactions that could fall under the prohibited transaction rules pursuant to Code Section 4975 can be viewed in the context of three...
View ArticleUse an IRA to Buy or Invest in a Private Company or Business
With a self-directed IRA or checkbook IRA structure, you will have the ability to invest in almost any type of asset you wish including a private company or business. This post will detail what you...
View ArticleIntroducing Online Continuing Education Program for All Self-Directed IRA and...
IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC and solo 401(k) plans, announces a new online continuing education program for all IRA Financial Group clients....
View ArticleThe SEP Self-Directed IRA
What is a SEP? A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an...
View ArticleSolo 401k CPA Service
IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions....
View ArticleThe Self-Directed Roth IRA Real Estate Structure
Most people mistakenly believe that their Roth IRA 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...
View ArticleWhy You Need Checkbook Control Over Your Self-Employed 401(k)
A Solo 401(k) or Self-Employed 401(k) is perfect for sole proprietors, small businesses and independent contractors. A Solo 401(k) plan is generally also referred to as a “checkbook control” Qualified...
View ArticleUsing a Self-Directed IRA to Make Oil & Gas Investments
The Internal Revenue Code does not describe what a Self-Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from...
View ArticleRules for Your Real Estate IRA
A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS...
View Article
/pic9814888.png)
/fit-in/580x348/filters:format(webp)/english-betterindia/media/media_files/2026/09/17/balaghat-4-2026-09-17-19-01-31.png)
