Archive for May, 2012

Did you know that you could purchase farmland using your reti

May 17th, 2012

During the past two years as crop prices have increased, so has the value of farmland. Midwest farmers in a five state region saw a 19% increase in value as of April 1 from a year earlier. The Great Plains states posted a 25% increase led by a 39% jump in Nebraska and 24% in […]

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Do I Have to File a Tax Return with a Solo 401(k) Plan?

May 10th, 2012

No – a Solo 401(k) Plan is treated as a tax-exempt trust pursuant to Internal Revenue Code Section 401 and 501 and, thus, is not required to file an annual federal or state income tax return. The Solo 401K Plan was initially created to provide sole proprietorships and small business owners with no full-time employees […]

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Investors using a Self-Directed IRA To Take Advantage of Hot Real Estate Market

May 10th, 2012

Prices on residential properties rose in over half of U.S. metropolitan areas in the first quarter of 2012 as the single family market continued to show signs of stabilizing after nearly six years of price declines. The median price for an existing, or previously owned, home rose in 74 of the 146 markets tracked by […]

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Signs of a Bottom – Now May be the Right Time to Use a Self-Directed IRA to buy real estate

May 9th, 2012

Sales of vacation rental properties fell 56% between 2006 and 2010, but climbed 7% in 2011 to 502,000, according to the most recent survey by the National Association of Realtors, a trade association. Yet prices remain soft; according to the NAR, the median price on vacation rental homes dropped more than 19% in 2011 to […]

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Set-up your IRA Financial Group Solo 401K Plan at Chase

May 7th, 2012

Want to establish a Solo 401(k) Plan at Chase but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 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). The […]

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Set-up your IRA Financial Group Solo 401K Plan at Vanguard

May 7th, 2012

Want to establish a Solo 401(k) Plan at Vanguard but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 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). The […]

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Set-up your IRA Financial Group Solo 401K Plan at Fidelity

May 7th, 2012

Want to establish a Solo 401(k) Plan at Fidelity but want more flexibility to invest in real estate, borrow $50,000, or make Roth after-tax contributions? IRA Financial Group Solo 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). The […]

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Don’t fail to pass it on if it’s not needed – the Self-Directed IRA Beneficiary Form

May 4th, 2012

Many wealthier adult children forget they can disclaim an inherited IRA and pass it along to their children-possibly creating tax-deferred growth for decades, says Adam Bergman, tax attorney at IRA Financial Group. There are two things to keep in mind; First, the IRA or self-directed IRA owner has to fill out the beneficiary designation form in a […]

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