Archive for September, 2014

UBTI Tax on Unrelated Debt Financed Income in a Solo 401k Plan?

September 30th, 2014

Am I subject to UBTI Tax on Unrelated Debt Financed Income in a Solo 401(k) Plan? No. Unlike a Self Directed IRA LLC, when a Solo 401K Plan uses nonrecourse leverage to purchase real estate that is leveraged, it is exempt from paying any Unrelated Business Taxable Income (UBTI) tax on the income or gain […]

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New User Data Technology Security Solutions for Self-Directed IRA Clients

September 29th, 2014

Enhanced encryption security features to provide self-directed IRA clients with heightened data security. The IRA Financial Group, the leading provider of self-directed IRAs with checkbook control, introduces a new enhanced technology security solution for the over 8000 self-directed IRA clients. IRA Financial Group is committed to offering our self-directed IRA clients enhanced security features to […]

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Invest in Options with Your Self-Directed IRA

September 26th, 2014

When it comes to making investments with a self-directed IRA LLC, the IRS generally does not tell you what you can invest in, only what you cannot invest in.  The types of investments that are not permitted to be made using retirement funds is outlined in Internal Revenue Code Section 408 and 4975.  These rules […]

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Creditor Protection for Your Solo 401k Plan

September 25th, 2014

Retirement accounts have become many Americans’ most valuable assets. That means it is vital that you have the ability to protect them from creditors, such as people who have won lawsuits against you. In general, the asset/creditor protection strategies available to you depend on the type of retirement account you have (i.e. Traditional IRA, Roth […]

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Common Prohibited Transactions of a Self-Directed Roth IRA

September 24th, 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 Roth IRA and a “disqualified person” […]

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Using a Loan with Your Self-Directed IRA to Make an Investment

September 23rd, 2014

The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using retirement funds […]

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IRA Financial Group Clients Invested Over $2.6 Billion Since 2010 Helping to Spur U.S. Real Estate Market

September 22nd, 2014

Over the last five years IRA Financial Group’s self-directed IRA and Solo 401(k) Plan investors have taken advantage of attractive real estate opportunities IRA Financial Group, the leading provider of self-directed IRA LLC & Solo 401(k) plan solutions, announces that since 2010 its self-directed and solo 401(k) plan clients have invested over $2.6 billion in […]

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Are You Eligible for a Solo 401(k) Plan?

September 19th, 2014

A Solo 401(k) plan is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) Plan, investors must meet just two […]

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