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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...
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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....
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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...
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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...
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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...
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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 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 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 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 ArticleCorrecting 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...
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