Full Solo 401(k) Service with CPA Help
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 ArticleInvesting in Precious Metals with Your Retirement Funds
Thanks to significant advertising by precious metals dealers, it has become widely known that Gold, Silver and other precious metals (Platinum & Palladium) can be purchased with retirement account...
View ArticlePenalties for Prohibited Transactions
In general, the penalty under Internal Revenue Code Section 4975 generally starts out at 15% for most type of retirement plans; however, the penalty is harsher for self-directed IRAs. IRA Holder or IRA...
View ArticleAll About the Rollover Business Start-Up Solution
The Business Acquisition & Compliance Solution Structure (BACSS), also known as the “Rollover Business Start-Up” (“ROBS”) Solution, is an IRS and ERISA approved structure that allows an individual...
View ArticleIn-House CPA Service for Self-Directed IRAs
IRA Financial Group is the only full service Self-Directed IRA facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax...
View ArticleHow to Use a Solo 401(k) Loan to Make an Investment
When it comes to using retirement funds, such as a Solo 401K Plan, to make investments, the question arises whether a Solo 401K Plan can utilize a loan as part of the transaction. The IRS has always...
View ArticleUsing Your IRA to Buy Real Estate
A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax...
View ArticleInvestments That Can Be Made with a Solo 401k Plan
A Solo 401(k) Plan 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 and...
View ArticleBe Wary of Prohibited Transactions With Your Solo 401(k)
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 ArticleUsing a Self-Directed IRA LLC To Invest in a Hedge Fund
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 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 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...
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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...
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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...
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