Rules 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 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 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 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 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 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 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 ArticleReal Estate Investing with Your IRA
Most people mistakenly believe that their 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 IRA...
View ArticleUsing a Loan with Your Self-Directed IRA to Make an Investment
The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement...
View ArticleCommon 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 ArticleRules 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 ArticleWHAT 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 ArticleIn-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 ArticleTypes 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 ArticleWhat 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 ArticleIRA 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 ArticleLending 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 ArticlePurchasing Real Estate with Your 401(k) Plan
Most people mistakenly believe that their 401(k) 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 ArticleThe Self Directed SEP 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 ArticleThe Self-Directed IRA is IRS Approved
The Self-Directed IRA Structure has been in use for some 35 years, however, the concept of using an entity owned by an IRA to make an investment was first reviewed by the Tax Court in Swanson V....
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