Do You Need Permission to Invest with an IRA Financial Group Self-Directed IRA?

December 6th, 2016

No – not with a Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc.  All documents can be signed by you, as manager of […]

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Establishing a Solo 401k Plan with Fidelity

December 5th, 2016

IRA Financial Group, the leading provider of Self-Directed Solo 401(k) Plans, and Fidelity have worked together to allow IRA Financial Group Solo 401(k) clients to establish a Checkbook Control Solo 401(k) Plan account with Fidelity with no custodian fees. IRA Financial Group clients will be able to use IRA Financial Group’s IRS approved Self-Directed Solo […]

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Bitcoin Exchanger Receives Summons – Using Retirement Funds To Purchase Bitcoins May Become More Attractive

December 2nd, 2016

In a petition filed November 17, 2016 with the U.S. District Court for the Northern District of California, the U.S. Department of Justice (DOJ) asked the court for a John Doe summons to be issued on bitcoin exchanger Coinbase Inc. The John Doe summons would require Coinbase Inc., the largest bitcoin exchanger in the U.S., […]

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You May Want to Wait on that Roth IRA Conversion

December 1st, 2016

This article originally appeared on Forbes.com – Nearly every December, one of the more common questions directed at tax professionals is whether one should convert their pre-tax IRA or 401(k) qualified retirement plan to a Roth IRA or Roth 401(k) plan.  There is generally no wrong or right answer, but much of the analysis tends […]

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A Brief History of the Solo 401k

November 29th, 2016

401(k) plans are named after the section of the Internal Revenue Code in which they appear, and apply to private sector employers. A solo 401(k) plan, also called an individual 401(k), a one-participant plan, self-employed 401(k) or self-directed 401(k) plan is a qualified retirement plan that was designed specifically for the self-employed or small business […]

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Trump Presidency May Lead to More Self-Directed Roth IRA Investors

November 28th, 2016

Prospect of reduced income tax rates under President Trump expected to increase benefit of making Roth IRA contributions IRA Financial Group, a leading provider of self-directed IRA and Solo 401(k) plans, expects to see a surge in the popularity of the self-directed Roth IRA. Based on Donald Trump’s Presidential Election victory, Mr. Trump’s tax plan […]

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How do I hold IRS Approved Gold in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins and precious metals that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act […]

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How do I hold IRS Approved Coins in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act of 1988 also […]

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