Retirement And Educational Savings Tax Planning Tips To Lower Taxes In 2017

April 24th, 2017

Now that the tax filing deadline has passed for the 2016 tax year, this is a perfect time to start thinking about some simple ways to boost retirement savings and at the same time lower overall tax liability for 2017. Start Thinking IRA: For 2017, the maximum IRA contribution is $5,500, or $6,500 if you […]

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Can You Invest in Gold with Your IRA Funds?

April 21st, 2017

Yes. Under Internal Revenue Code Section 408, the acquisition by a Self-Directed IRA or an individually-directed account under a qualified retirement plan of any collectible is treated as a distribution from the IRA or account in an amount equal to the cost to the IRA or account of the collectible (Code Sec. 408(m)(1)). A collectible […]

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Real Estate Flipping Becoming Attractive Investment Option for Self-Directed IRA Investors in 2017

April 19th, 2017

Significant pricing opportunities in real estate market attracting self-directed IRA real estate investors in 2017. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the findings of an internal report that shows a recent trend in self-directed real estate IRA investors turning to real estate flipping transactions as an investment option in […]

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How To Select The Best Individual 401k Provider

April 17th, 2017

Selecting the best Individual 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Individual 401(k), also known as a  Solo 401(k) Plan, provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & […]

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Advantages of Using the Rollover Business Start-up to Fund Your Startup

April 14th, 2017

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of […]

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UBTI Rules When Using a Self-Directed IRA for Real Estate Transactions

April 12th, 2017

With a Self-Directed IRA with checkbook control, flipping homes or engaging in a real estate transaction is as simple as writing a check. As manager of your Self-Directed IRA LLC, you will have the authority to make real estate investment decisions on behalf of your IRA on your own without needing the consent of an […]

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IRA Financial Group Podcast Episode 73: Impact of Having a Solo 401(k) Plan on Your Personal Tax Return

April 10th, 2017

IRA Financial Group’s Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.   Click Here to Listen  

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Why Choose an IRA Financial Group Solo 401k Over E-Trade

April 10th, 2017

The Solo 401K Plan, also known as the Individual 401K or Self Directed 401K Plan is an IRS approved plan that was designed specifically for the self-employed or small business owner with no employees other than the owners(s). Since the adoption of the 2002 Economic Growth and Tax Reconciliation Act, the Solo 401K Plan has […]

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