Archive for January, 2014

WSJ Opinion Discusses How Alternative Assets Such as Real Estate Could Help Optimize Millions of Retirement Portfolios

January 31st, 2014

An opinion in the Wall Street Journal on January 31 titled: It’s Time To Let 401(k) Holders Invest Like the Pros, written by Scott Higbee highlights the importance of including alternative assets in ones retirement portfolio.  The opinion discusses how more than 50 million Americans rely on 401(k) plans for their retirement that typically are […]

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President Obama MyRA Proposal Would Negatively Impact American Retirees

January 31st, 2014

MyRA retirement account to have a government guarantee but offer low returns and limited investment options On January 28, 2014, in his State of the Union address, President Barack Obama indicated that he is directing the Treasury Department to create a new type of retirement savings account for millions of Americans that would include a […]

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San Fransisco Residential Market Hot For Self Directed IRA Investors

January 30th, 2014

“After the Bay Area housing market’s biggest price run-up in years in 2013, with frenzied bidding wars in some markets and cash investors snapping up homes in others, experts are predicting a much calmer market in 2014.  That’s good news for potential homebuyers, since there will be more homes to choose from, fewer bidding wars […]

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Solo 401(K) Plan Controlled Group Rules

January 29th, 2014

Can a business or individual adopt a separate Solo 401(k) plan for another entity or business? One must first determine whether adopting the additional Solo 401(k) would violate the Controlled Group Rules set up by the IRS and Department of Labor. The Controlled Group Rules were created essentially to protect employees from a business owner […]

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The Advantages of the Self Directed Roth IRA

January 28th, 2014

The advantages of investing with a Self-Directed Roth IRA are many.  These range from tax-free withdrawals to no required minimum distributions.  Read on for the many advantages of a Roth IRA. Tax-Free Investing: The primary advantage of using a Self-Directed Roth IRA LLC to make investments is that all income and gains associated with the […]

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Report Shows “Checkbook Control “ Self-Directed IRA LLC Clients Savings over 40% in IRA Account Fees over a Five-Year Period

January 27th, 2014

Self-Directed IRA LLC structure offers cost effective options for retirement investments, such as real estate versus a custodian controlled IRA account, IRA Financial Group report suggests. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC announces the result of its internal survey which examined the investments being made by over 500 self-directed […]

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IRA Financial Group Introduces the 2014 “Checkbook Control” Individual 401(k) Plan for the Self-Employed

January 24th, 2014

“Checkbook control” individual 401(k) Plan will serve as a retirement and investment vehicle for the self-employed and small business owner IRA Financial Group, the leading individual 401(k) Plan provider, announces the introduction of the 2014 “checkbook control” self-directed individual 401(k) Plan designed exclusively for the self-employed or small business owner with no full-time employees. IRA […]

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The Facts About The Checkbook Control Self Directed IRA

January 23rd, 2014

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self Directed IRA LLC you […]

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