Archive for October, 2016

IRA Financial Group Proud To Offer Self-Directed SEP IRA with No Transaction fees or Account Value Fees

October 17th, 2016

Checkbook control self-directed SEP IRA is an open architecture trustee directed retirement plan for the self-employed and 2015 Contribution Deadline is October 17, 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, is proud to offer one of the nation’s only self-directed SEP IRA plans that does not include any […]

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Presidential Election Creating Strong Demand for Self-Directed IRAs & Solo 401(k) Plans

October 14th, 2016

 Upcoming Presidential election causing increasing interest in alternative asset investments, such as real estate via self-directed IRA and Solo 401(k) plan. IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, has seen a surge of clients interested in using the retirement funds to make alternative asset investments, such as real estate […]

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Self Directed IRA Prohibited Transaction Rules and Disqualified Persons

October 13th, 2016

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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Use Your Self Directed IRA to Invest in a Vacation Home

October 11th, 2016

Did you know you can use your retirement funds to purchase a vacation home. With a Self-Directed IRA LLC, you can! Further, with checkbook control over your funds, you can buy a home without the need for custodial consent. The one caveat is that you cannot utilize the home while it’s still owned by your […]

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Do You Need Permission to Invest with an IRA Financial Group Self Directed IRA?

October 10th, 2016

No – not with a Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc. All documents can be signed by you, as manager of […]

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The Solo 401k Checkbook Control Solution

October 7th, 2016

A Solo 401(k) is perfect for sole proprietors, small businesses and independent contractors. A Solo 401(k) plan is generally also referred to as a “checkbook control” Qualified Retirement Plan. In each case, a 401(k) plan is established whereby the participant serves as trustee and administrator of the Plan providing the participant with “checkbook control” over […]

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When to Choose a Solo 401k Plan Over a Self-Directed IRA

October 5th, 2016

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 401k plan covering only one employee. Unlike […]

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The Facts Concerning the Self Employed 401k Plan

October 3rd, 2016

The Self Employed 401(k) Plan, also known as a Solo 401(k) Plan, is essentially a regular, plain-old, vanilla 401(k) plan that has one participant, who is a self-employed individual, or that person and his or her spouse. There is some misinformation being disseminated about these plans and we would like to set the record straight. […]

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