Archive for March, 2015

Using a Self Directed Roth IRA to Flip Houses Tax Free

March 31st, 2015

Since the creation of IRAs back in the early 1970s, the IRS has always permitted an IRA to purchase, hold, or flip real estate.   In fact, it states it right on the IRS website. By using a Self-Directed Roth IRA to buy real estate, you will be able to purchase raw land, domestic or […]

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Types of Investments Allowed with a Solo 401k

March 30th, 2015

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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High Net Worth Self-Directed IRA Clients Turning to Real Estate To Make-Up for Lackluster Financial Market Performance in 2015

March 27th, 2015

Flat financial markets in 2015 causing self-directed IRA investors to look to real estate to generate higher returns IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, has seen a number of high net worth clients begin focusing on real estate investment opportunities for their self-directed IRA in light of the […]

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Using Your Self Directed IRA to Purchase Coins

March 26th, 2015

The IRS does not list the type of assets or investments that may be purchased with retirement funds, but does indicate which categories of assets or investments are not permitted. The categories of transactions that are not permitted to be purchased using a Self-Directed IRA LLC can be found in Internal Revenue Code Sections 408 […]

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IRA Financial Group Podcast Episode 13 – The Best Real Estate Tax Shelter You Never Heard Of

March 25th, 2015

IRA Financial Group’s Adam Bergman discusses the Solo 401(k) Plan and how it is the best way to purchase real estate with retirement funds.​ Click Here to Listen

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Growing Number of People Using Solo 401(k) Plan Loan To Pay Off Credit Card Debt

March 24th, 2015

$50,000 Solo 401(k) plan loan feature being used to help to pay off escalating credit card debt IRA Financial Group, the leading provider of self-directed solo 401(k) plans for self-employed and small business owners with no full-time employees, announces the results of its internal survey which showed a large number of people looking to use […]

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IRA Financial Group Podcast Episode 12 – 3 Ways To Buy A Business With Retirement Funds

March 23rd, 2015

IRA Financial Group’s Adam Bergman discusses different strategies for buying a business with retirement funds.​ Click Here to Listen

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Funding a Self Directed IRA with an IRA Rollover

March 20th, 2015

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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