Archive for July, 2014

Hard Money Lenders Using Self-Directed IRA to Help Take Advantage of Robust Real Estate Market

July 31st, 2014

New trend of hard money lenders using self-directed IRA LLC to generate strong tax-deferred returns from real estate developers and builders. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC and solo 401(k) plan solutions, announces the strong demand from hard money lenders for the self-directed IRA LLC solution. Due to the […]

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Rules for Your Real Estate IRA

July 30th, 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 and Department of Labor only describe the types of investments that are prohibited, which are very few. The basis […]

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Real Estate Transactions Subject to UBTI

July 29th, 2014

In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining whether property sold by a taxpayer was held by him primarily for sale to customers in the ordinary course of his trade or business. Each case must rest upon its […]

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The Self-Directed Roth IRA Distribution Rules

July 28th, 2014

The advantage of contributing to a self-directed Roth IRA is that income and gains generated by the Roth IRA investment can be tax-free and penalty-free so long as certain requirements are satisfied. Unlike with a traditional self-directed IRA, contributions to a self-directed Roth IRA are not tax deductible. Unlike the self-directed Traditional IRA, there is […]

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IRA Financial Group Adds Features to its Solo 401(k) Plan 5500-EZ Annual Tax Reporting & Consultation Service

July 25th, 2014

IRA Financial Group, the leading provider of self-directed solo 401(k) Plans expands its 5500-EZ tax filing and reporting service. IRA Financial Group, the leading provider of self-directed solo 401(k) plans, announces the expansion of its annual tax and compliance service to include the completion of the annual IRS information form – 5500-EZ. IRA Financial Group’s […]

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Using a Self-Directed IRA LLC To Invest in a Hedge Fund

July 24th, 2014

The Internal Revenue Code does not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. The purpose of these rules is to encourage the use of IRAs for accumulation of retirement savings […]

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Be Wary of Prohibited Transactions With Your Solo 401(k)

July 23rd, 2014

Categories of Prohibited Transactions In general, the type of transactions that could fall under the prohibited transaction rules pursuant to Code Section 4975 can be viewed in the context of three unofficial categories: Direct Prohibited Transactions 4975(c)(1)(A): The direct or indirect Sale, exchange, or leasing of property between a Solo 401(k) Plan and a “disqualified […]

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Why IRA Financial Group is the Place for Your Retirement Savings

July 22nd, 2014

The Mission of IRA Financial Group is: to create exceptional value for our customers by harmoniously blending professionalism; quality and efficiency; to deliver highly customized client services at an affordable price; to adhere to the highest ethical standards; to exceed our clients’ expectations. Because of our core values our clients have come to rely on […]

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