Archive for August, 2013

Self-Storage Self-Directed IRA LLC for the Purchase of IRS Approved Coins

August 29th, 2013

New “self-storage” self-directed IRA LLC will allow for the purchase and holding of IRS approved coins at home or outside the United States IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC solutions announces the new introduction of the “self-storage” self-directed IRA for IRS approved coins. “IRA Financial Group’s newly designed “self-storage” […]

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The IRS Position for Using Retirement Funds to Start a Business

August 28th, 2013

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

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The Special Self-Directed IRA for Hard Money Lenders

August 27th, 2013

 Hard money lending specialized self-directed IRA was designed specifically for hard moneylenders and real estate investors. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the introduction of the special self directed IRA LLC solution for hard money lenders. The special hard money lender self-directed IRA LLC solution was introduced specifically for […]

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Solo 401k Contribution Limits

August 26th, 2013

Unlike an IRA, a Solo 401k plan allows a plan participant to make high annual contributions to the Plan. The contributions can be in the form of pre-tax or Roth type contributions (after-tax). The annual Solo 401k contribution consists of 2 parts, an employee salary deferral contribution and an employer profit sharing contribution. In 2013 […]

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IRA Financial Group Introduces the Ultimate “Privacy” Self-Directed IRA

August 23rd, 2013

 Newly designed “Privacy” Self-Directed IRA offers retirement investors privacy and confidentiality from creditors. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC structures announces the introduction of the ultimate “Privacy” Self-Directed IRA LLC. The “Privacy” Self-Directed IRA LLC solution has been created to offer retirement investors with the ability to protect their […]

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Solo 401(k) Plan & Self-Directed IRA Cash Investors Helping to Spur U.S. Real Estate Market

August 22nd, 2013

With the limited opportunity to finance real estate real estate, self-directed IRA and Solo 401(k) Plan investors taking advantage of attractive real estate opportunities IRA Financial Group, the leading facilitator of self-directed IRA LLC & Solo 401(k) plan solutions, announces the finding of its internal report that found that the ability to use retirement funds […]

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Using a Solo 401(k) Plan, what type of transactions may trigger the UBTI tax?

August 21st, 2013

In general, most passive investments that your Solo 401(k) Plan might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such as an 401(k) Plan undertakes any […]

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Can I buy Life Insurance Contracts or Life Settlement Contracts with a Self-Directed IRA?

August 20th, 2013

Internal Revenue Code section 408(a)(3) requires that “no part of trust [IRA] funds will be invested in life insurance contracts.” This means that the Internal Revenue Service may not allow you the tax benefits of an IRA if you invest in a life settlement contract.  Hence, IRA funds may not be used to purchase life […]

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