Archive for June, 2017

What is a Real Estate IRA LLC and How Do You Use it?

June 30th, 2017

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or 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 purchase real estate or make […]

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IRA Financial Group Announces New Self-Directed IRA Prohibited Transaction Review Service

June 28th, 2017

New self-directed IRA prohibited transaction review service will be offered to all IRA Financial Group clients IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) Plans, announces the introduction of a self-directed IRA prohibited transaction review service. IRA Financial Group’s new self-directed IRA prohibited transaction review service will be available […]

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Why Use a Solo 401k to Invest in Real Estate

June 26th, 2017

Advantages of Using a Solo 401(k) to Purchase Real Estate Income or gains generated by a 401(k) Plan generate tax-deferred/tax-free profits. Using a Solo 401(k) Plan to purchase real estate allows the 401(k) to earn tax-free income/gains and pay taxes at a future date, rather than in the year the investment produces income. With a […]

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How Do the UBTI Rules Differ Between a Solo 401k and an IRA?

June 23rd, 2017

Like an IRA, the tax advantage of a Solo 401K Plan is that income is tax-free until distributed. In general, an exempt organization is not taxed on its income from an activity that is substantially related to the charitable, educational, or other purpose that is the basis for the organization’s exemption. Such income is exempt […]

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IRA Financial Group Announces New Solo 401(k) Plan Annual Services to Include Filing of IRS Form 5500-EZ

June 22nd, 2017

Solo 401(k) plan clients of the IRA Financial Group to be offered IRS Form 5500-EZ completion services IRA Financial Group, the leading provider of self-directed IRA and solo 401(k) plans, announces a new service for its annual tax and compliance service for Solo 401(k) plan clients to include the completion of the annual IRS information […]

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Hard Money Loans for Real Estate Investors Becoming Hot Investment Option for Self-Directed IRA Investors in 2017

June 20th, 2017

Significant demand for hard money financing from real estate developers attracting self-directed IRA real estate investors IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the findings of an internal report that shows that hard money lending for real estate has become a popular investment option for self-directed IRA investors. The IRS […]

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How to Take a Loan from Your Solo 401k Plan

June 19th, 2017

As long as the plan documents allow for it & the proper loan documents are prepared and executed, a participant loan can be made for any reason. The solo 401k loan is received tax free and penalty free. There are no penalties or taxes due provided loan payments are paid on time. The IRA Financial […]

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What’s the Difference Between an IRA Financial Group Self-Directed IRA and a Custodian Controlled IRA?

June 17th, 2017

Many IRA custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you can direct your IRA as long as you direct into one of their offerings. In other words, in a custodian controlled self directed IRA, you are generally only permitted to invest your IRA funds in investments […]

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