Archive for March, 2014

Self-Directed IRA LLC Structure Aiding Real Estate Investors Win Bidding Wars for Real Estate

March 31st, 2014

Lack of Inventory and multiple home offers for real estate have caused retirement investors to turn to “checkbook control” Self-Directed IRA LLC to access cash According to Report IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, announces the finding of its internal report that found that the lack of inventory […]

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Tips for Investing with a Solo 401(k)

March 28th, 2014

A Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very few. The foundation […]

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Self-Directed IRA Investments

March 27th, 2014

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS only describes the type of investments that are prohibited, which are very few. The following are some examples of […]

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Self-Directed IRA LLC Providing Business Opportunities to Real Estate Brokers

March 26th, 2014

Increased popularity of using IRA and 401(k) funds to buy real estate in cash without a mortgage offering new client base for real estate agents. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions announces the findings of its internal report which shows that an influx of cash from new retirement […]

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Self Directing Your 401(k) Plan

March 25th, 2014

A Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very few. The following […]

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What is the difference between the ROBS Structure and the IRA Financial Group’s Business Acquisition and Compliance Solution Structure?

March 25th, 2014

The IRS has coined a structure that has been designed as a means for prospective business owners to access accumulated tax-deferred retirement funds in order to cover new business start-up costs as Rollovers as Business Startups, or ROBS. As stated in the IRS’s October 1, 2008 Memorandum and repeatedly affirmed by the IRS, the ROBS […]

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Solo 401(K) Plan Controlled Group Rules

March 24th, 2014

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 or executive establishing a separate 401(k) plan for another business and thereby not offering those employees […]

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Transferring a Roth IRA to a Self-Directed Roth IRA LLC

March 21st, 2014

Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a self-directed Roth IRA LLC structure. Individuals may not rollover Roth IRA funds into a qualified retirement plan, such as a Solo 401(k) Plan or a pre-tax IRA account, such as a Traditional IRA or SEP IRA. What is the most […]

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