What’s the Difference Between a Custodian and Checkbook Control Self Directed IRA?

January 23rd, 2017

Many IRA custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you can direct your IRA as long as you direct into one of their offerings. In other words, in a custodian controlled self directed IRA, you are generally only permitted to invest your IRA funds in investments […]

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What Baby Boomers Need To Know About Required Minimum Distributions

January 20th, 2017

This article originally appeared on Forbes.com – Nearly a quarter of Americans were born between 1946 and 1964, the typical definition of the baby boom generation. That is more than 75 million people.  For baby boomers, the largest generation in U.S. history before the millennials, 2017 will begin a process where hundreds of billions of […]

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Using Your 401k to Make Real Estate Investments

January 18th, 2017

Most people mistakenly believe that their 401(k) 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 401(k) retirement accounts. Investments in real estate with a Solo 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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Advantages of Opening a Self-Directed IRA in 2017

January 17th, 2017

There are many advantages to opening a Self-Directed IRA – Tax Advantages: With the Self-Directed IRA LLC, you have all the tax advantages of traditional IRAs, as well as tax deferral and tax-free gains. All income and gains generated by your IRA investment will flow back to your IRA tax-free. By using a Self-Directed IRA […]

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Adam Bergman – Author of Leading Self-Directed Solo 401(k) Book –Going Solo -To Release Second Edition in January 2017

January 12th, 2017

Updated version of Solo 401(k) plan book Going Solo will include updated 2017 plan contribution numbers as well as new case law on prohibited transactions. Adam Bergman, IRA Financial Group partner and author of the leading book on self-directed Solo 401(k) plans: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed is proud to […]

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How to Utilize a Self-Directed Roth IRA to Plan Your Estate

January 10th, 2017

In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a self-directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as […]

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Cut Your 2016 Tax Bill by Contributing to Your IRA

January 9th, 2017

Did you know you can still save on taxes for 2016 by contributing to your IRA or Self-Directed IRA?  This is especially true if you are on the cusp of a higher tax bracket.  For example, if you are married and filing jointly, the 15% tax bracket is cut off at $75,300.  If your total […]

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Increase in Annual Solo 401(k) Plan Contribution Limits in 2017 Expected to Create Strong Demand for Solo 401(k) Plans in 2017

January 6th, 2017

2017 Solo 401(k) plan maximum contribution amount to increase to $54,000 and $60,000 for individuals over the age of fifty, an increase of $1000 from 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, expects to see an increase in demand for the self-directed solo 401(k) plan in 2017 because […]

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