FAQ
Individual Retirement Account (IRA)
What is an Individual Retirement Account (IRA)?
Can I rollover funds from a Traditional IRA to another Traditional IRA?
How many times can I do a rollover?
Can I rollover funds from a qualified plan (401(k) Plan) to a Traditional IRA?
Can a Traditional IRA be rolled into a Qualified Plan (401(k) Plan)?
Can I rollover a Traditional IRA I inherited?
What reporting requirements exist for Traditional IRA holders?
Are any amounts withheld by the custodian on payment of a distribution from a Traditional IRA?
What is a Simplified Employee Pension (SEP)?
Can I rollover a SEP into a Self Directed IRA LLC?
Can I rollover a SIMPLE IRA into a Self Directed IRA LLC?
Can I use my IRA funds for a short term loan?
How many Rollovers am I allowed each year?
Am I allowed to borrow money from my IRA?
Is there such thing as hardship distributions for an IRA?
What happens if I take money out of my Qualified Plan or IRA prior to reaching 591/2?
What happens if you contribute too much to your IRA in a year?
SIMPLE IRAs and early distributions
How can I use Substantial Equal Periodic Payments to escape the early distribution tax?
When am I required to take distributions from my Traditional IRA or 401(k) during my lifetime?
Can I convert a Traditional IRA to a Roth IRA?
What are some tax advantages of an IRA?
Is there an age limit on when I can set up and contribute to a Traditional IRA?
Who can set-up a Traditional IRA?
Can I make Traditional IRA contributions less than the maximum?
When is the due date for making Traditional IRA Contributions?
May I file my tax return before making my contributions?
What are the minimum distribution requirements of a Traditional IRA?
How do I determine what the minimum annual distribution for a Traditional IRA should be?
What happens if I take my money out of my Traditional IRA before Age 591/2?
Do I have to start taking distributions when I reach a certain age with a Traditional IRA?
What happens to an IRA Owner's Traditional IRA after he or she dies?
What happens if a Traditional IRA owner dies after the required beginning date?
How are minimum distribution requirements satisfied in the case of multiple Traditional IRAs?
What do I need to report when making a minimum Ira distribution?
How are distributions from a Traditional IRA taxed?
What happens when you take money out of your IRA or 401(k)?
What are my options when receiving a distribution from my IRA or 401(k)?
What are my options if I receive distributions before retiring?
Is a transfer of an IRA incidental to a divorce a taxable distribution?
What happens if a Traditional IRA is used in a Prohibited Transaction?
Do I have to file a form with the IRS just because I received distributions from a Traditional IRA?
How much can I contribute to a Traditional IRA if I'm covered by a retirement plan at work?
What happens if I inherit a Traditional IRA?
What happens if I inherit a Traditional IRA from someone other than a spouse?
Can I transfer assets from other retirement programs to a traditional IRA tax free?
What is a Trustee-to-Trustee Transfer?
What kinds of Rollovers can I make to a Traditional IRA?
What kind of rollovers can I make from a Traditional IRA?
What is the time limit for making a rollover distribution?
What happens if the rollover I not completed in the 60 day period?
How do I apply for a waiver of the 60-day period?
Are Traditional IRAs protected from creditors in a bankruptcy proceeding?
Roth Individual Retirement Account (Roth IRA)
How does the Roth IRA contribution work?
What are the contribution rules for Roth IRAs?
What are the Distribution rules for Roth IRAs?
Are Distributions that consist of my Roth IRA Contributions ever subject to income tax?
Are you required to take distributions from a Roth IRA during your lifetime?
Do I have to file a form with the IRS just because I received distributions from a Roth IRA?
What are the Rollover rules for Roth IRA?
Who qualifies for a rollover from a Traditional IRA to a Roth IRA?
Do I pay tax when I rollover a Traditional IRA into a Roth IRA?
Are you required to take Roth distributions from a Roth IRA you started during your lifetime?
What happens to the Roth IRA after the holder dies?
Are Distributions to beneficiaries from a Roth IRA subject to tax?
What happens to the spouse of a Roth IRA Owner who dies?
Is there an age limit on when I can set up and contribute to a Roth IRA?
Who should make Traditional IRA-to-Roth IRA conversions?
Can I use a Roth IRA in a Self Directed Roth IRA LLC?
Do I have to start taking distributions when I reach a certain age with a Roth IRA?
Are Roth IRAs protected from creditors in a bankruptcy proceeding?
Self Directed IRA LLC
Is a Self Directed IRA LLC IRS Approved?
Why hasn't my CPA/Attorney/Financial Advisor heard of a Self Directed IRA LLC?
What investment can I make with a Self Directed IRA LLC?
Why isn't the Self-Directed IRA LLC more popular?
Can I use the Self Directed IRA LLC to invest in real estate?
What is a Disqualified Person?
What is a Prohibited Transaction?
What types of transactions are treated as a "disqualified transaction"?
Do I need to ask permission to make an investment with my Self Directed IRA LLC?
What is the difference between a Custodian and Passive Custodian?
Why use a LLC for making Self Directed IRA investments?
Can my Self Directed IRA LLC get a mortgage on a piece of property?
Can I use my Self Directed IRA LLC funds to make property improvements or renovations?
Can I use my Self Directed IRA LLC to make loans to a sibling?
Can I use my Self Directed IRA LLC to make a loan to a friend, real estate developer, or business?
Can I use my Self Directed IRA LLC to buy a piece of vacation property?
Can I use my IRA assets to guarantee a loan or personally guarantee an IRA loan?
Can my Self Directed IRA LLC make an investment in a "S" Corporation?
May I use my Self Directed IRA LLC to invest in property outside the United States?
Can I make multiple investments with my Self Directed IRA LLC funds?
Can I use my Self Directed IRA LLC to invest in a business?
Can I have multiple IRA Accounts in my Self Directed IRA LLC?
Can I have a Traditional IRA and Roth IRA account in one Self Directed IRA LLC?
Can my spouse and I use one Self Directed IRA LLC entity to make IRA investments?
Can I invest in Gold with my Self Directed IRA LLC?
What is Unrelated Business Taxable Income (UBTI)?
How is the UBTI tax on UDFI calculated?
How is UDFI calculated on the sale of a debt-financed asset?
Using a Self Directed IRA LLC, what type of transactions may trigger the UBTI tax?
What are the filing requirements for UBTI?
What are the penalties if I engage in a "prohibited transaction" or a "disqualified transaction"?
How long does it typically take to set-up the Self Directed IRA LLC structure?
Solo 401(k) Plan
What are the eligibility requirements for a Solo 401(k) Plan?
What can I invest in using my Solo 401(k) Plan?
Who will receive the most benefits from a Solo 401(k) Plan?
What are the contribution limits for a Solo 401(k) Plan?
Do I need to pay a custodian if I have a Solo 401(k) Plan?
How is the Solo 401(k) Plan Loan done?
What are some of the benefits of using the loan feature of the Solo 401(k) Plan?
What type of administrative costs and maintenance is required to maintain a Solo 401(k) Plan?
As a beneficiary of a Solo 401(k) Plan, what are my options for inherited plans?
How do the withholding tax rules work for Solo 401(k) Plan distributions?
Can I make contributions to both a SEP and a Solo 401(k) Plan?
Is a Solo 401(k) Plan subject to the same UBTI rules as a Self Directed IRA LLC?
Am I subject to UBTI Tax on Unrelated Debt Financed Income in a Solo 401(k) Plan?
Using a Solo 401(k) Plan, what type of transactions may trigger the UBTI tax?
What are the tax filing requirements for UBTI?
Are Solo 401(k) Plans protected from creditors in a bankruptcy proceeding?
Do I need to fund the Solo 401(k) with an existing IRA or 401(k)?
How long does it typically take to set-up a Solo 401(k) Plan?
Roth Solo 401(k) Plan
Does the IRA Financial Group's Solo 401(k) Plan allow for Roth Contributions?
Are the contribution rules for a Roth 401(k) the same as a Roth IRA?
Can a Roth 401(k) Plan exist on its own?
When are Roth 401(k) distributions taxable?
Can I convert a 401(k) Plan to a Roth 401(k) Plan?
Can I rollover the Roth 401(k) Plan to a Roth IRA?
Can I rollover a Roth IRA to a Roth 401(k) Plan?
How are distributions from Roth 401(k) Plan taxed?
Am I required to take Distributions from my Roth 401(k) during my lifetime?
How should a Solo 401(k) Plan Trustee administer a 401(k) Plan with Roth Contributions?
Business Acquisition Solution
Is it permitted to use my retirement funds to invest in a new or existing business?
If this type of Structure is legal why did the IRS release the October 1, 2008 "Memorandum"?
What type of business can I purchase using my retirement funds?
What type of Retirement Accounts can be used for the structure?
Can I purchase personal assets using my retirement funds?
Can I use a self-directed IRA to do the structure?
What kind of corporation do I have to use?
Will I pay more tax if my business is set-up as a C Corporation?
Do I need an independent appraisal for the purchase of the new corporation stock?
Can I serve as the company's plan administrator and recordkeeper?
Do I need to use a special financial institution to open the 401(k) Plan bank account?
Do I have to maintain the 401(k) Plan once adopted?
As trustee of the new 401(k) Plan will I be required to purchase a fidelity bond?
Can my new company pay me a salary?
What is the maximum amount of salary I can earn from the new company?
Can a family member or spouse co-invest or work for the business?
Can I borrow funds from a bank or third-party for my new business?
Does the 401(k) Plan have to be sole owner of the new company?
Is the structure difficult to implement and administer?
What are the annual IRS reporting requirements for the 401(k) Plan?
Do I need to acquire an independent business appraisal each year?
IRA Financial Group
Why did you start the IRA Financial Group?
What separates the IRA Financial Group from everyone else?
What type of Services do you provide with the Self Directed IRA LLC structure?
Why our your fees so affordable?
Do I have to pay your entire fee for the Self Directed IRA LLC structure upfront to get started?
What type of Services do you provide with the Solo 401(k) Plan?
Do I have to pay your entire fee for the Solo 401(k) Plan upfront to get started?
Can I call one of your tax attorneys after I have established the Solo 401(k) Plan?
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