Archive for April, 2014

Why You Need a Self DIrected IRA!

April 29th, 2014

Get full control of your retirement funds and unlock a world of investment opportunities with IRA Financial Group’s self-directed IRA LLC with checkbook control. Protect and Better Diversify your Retirement Funds from a Wall Street Meltdown or Inflation risk with a Self-Directed IRA LLC. Are you missing out on valuable investment opportunities, such as real […]

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IRA Financial Group Introduces Third-Party Recordkeeping Services for Self-Directed Solo 401(k) Plans

April 29th, 2014

Third-party recordkeeping services will help self-directed solo 401(k) plan clients administer their plan IRA Financial Group, the leading provider of self-directed solo 401(k) plans announces the introduction of the specialized third-party recordkeeping services for self-directed solo 401(k) plans. The self-directed solo 401(k) plan is a qualified retirement 401(k) plan that is established by a sole […]

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The Self-Directed IRA is IRS Approved

April 28th, 2014

The Self-Directed IRA Structure has been in use for some 35 years, however, the concept of using an entity owned by an IRA to make an investment was first reviewed by the Tax Court in Swanson V. Commissioner 106 T.C. 76 (1996). In Swanson, the Tax Court, in ruling against the IRS, held that the […]

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IRA Financial Group Introduces 24 hour Set-Up Individual 401(k) Plan Program For Sole Proprietors

April 25th, 2014

Individual 401(k) Plan solution can be set-up in one day and accept tax-free rollovers from former employer 401(k) plans or IRAs IRA Financial Group, the leading provider of self-directed solo 401(k) plans, announces the introduction of the 24-hour set-up individual 401(k) plan program for sole proprietors and small businesses owners. The 24 hour Individual 401k […]

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UBIT Rules in Regards to Your Solo 401(k)

April 24th, 2014

One of the advantages of using retirement funds, such as a 401(k), Solo 401K or an IRA to make investments is that in most cases all income and gains from the investment will flow back to the Solo 401K tax-free. This is because a 401(k) is exempt from tax pursuant to Internal Revenue Code 401 […]

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IRA Financial Group Introduces Tax-Free Solution For Investing in Real Estate – The Self-Directed Roth IRA

April 23rd, 2014

Self-Directed Roth IRA LLC real estate solution allows for tax-free real estate investing IRA Financial Group, the leading provider of self-directed Roth IRA LLC solutions introduces an IRS approved solution for investing in real estate tax-free with retirement funds. IRA Financial Group’s “checkbook control” self directed Roth IRA LLC offers one the ability to use […]

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The Solo 401(k) vs. the SEP IRA

April 22nd, 2014

A Solo 401(k) Plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) Plan” or Individual 401(k) Plan is not a new type of plan. It is a traditional 401(k) Plan covering only one employee.  Like […]

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The Self Directed SEP IRA

April 21st, 2014

What is a SEP? A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP IRA cannot exceed the lesser of (i) 25% of compensation, or $50,000 for 2014. However, special rules apply […]

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