Archive for April, 2015

Retirement Plan Asset Rules

April 30th, 2015

The Department of Labor (“DOL”) Plan Asset Rules were generally enacted to limit an investment fund participant from using his retirement funds to transact with the investment fund or its assets. The Plan Asset Rules set forth the circumstances that can cause assets owned by an entity to be deemed to be assets of an […]

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IRA Financial Group Expands Annual Compliance Services for Self-Directed IRA Real Estate Clients

April 29th, 2015

Self Directed IRA investors can now receive expert tax advice from a tax professional or CPA regarding federal tax filings and the IRS rules for making investments using retirement funds The IRA Financial Group, the market’s leading provider of self-directed IRAs with checkbook control, has launched an expansion of its annual self-directed IRA LLC consulting […]

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The Self Directed IRA and UBTI Rules

April 28th, 2015

In general, when it comes to using a Self Directed IRA to make investments most investments are exempt from federal income tax. This is because an IRA is exempt from tax pursuant to Internal Revenue Code 408 and Section 512 of the Internal Revenue Codes exempt most forms of investment income generated by an IRA […]

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How to Use Your 401k to Buy a Business

April 27th, 2015

Leaving your job or thinking of leaving your job and a have 401(k) qualified retirement plan or other type of retirement plan? Why not use your retirement funds to invest in yourself instead of a falling stock market? With the recent turmoil in the U.S. stock market and the downward trend expected to continue, why […]

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How to Use a Self-Directed IRA LLC to Purchase Real Estate

April 24th, 2015

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed IRA LLC are fully permissible under the Employee Retirement Income Security […]

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Real Estate Investors Taking Advantage of Tax-Free Financing Options With IRA Financial Group’s Self-Directed Solo 401(k) Plan

April 23rd, 2015

Real Estate Solo 401(k) Plan allows real estate investors to use nonrecourse financing to purchase real estate without tax or penalty IRA Financial Group, the leading provider of self-directed Solo 401k plans has seen a surge in real estate investors using the self-directed solo 401(k) plan to buy real estate with leverage and use the […]

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What is Checkbook Control?

April 22nd, 2015

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self-Directed IRA LLC you will […]

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IRA Financial Group Podcast Episode 17: How To Choose The Best Solo 401k Plan For You

April 21st, 2015

IRA Financial Group’s Adam Bergman discusses how investors can go about selecting the best type of Solo 401k Plan to fit their needs. Click Here to Listen

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