Archive for the ‘Checkbook Control’ Category

What is a Self-Directed Health Savings Account (HSA)?

March 21st, 2018

The IRA Financial Group offers one of the country’s only “Checkbook Control” Self-Directed HSA accounts.  With IRA Financial Group & IRA Financial Trust Company, you can establish and fund an HSA while gaining the ability to invest in what you know, such as real estate, notes, private businesses, options, and even cryptocurrencies. What is an […]

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What is a Self-Directed Coverdell Education Savings Account?

March 16th, 2018

Formerly known as an Education IRA, a Coverdell Education Savings Account (ESA), is a federally sponsored, tax-advantaged trust or custodial account set up to pay for qualified education expenses. Who can Establish a Coverdell ESA? A Coverdell ESAs can be opened for any student who is under the age of 18 years. The assets, however, […]

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What Are the Benefits of Having Checkbook Control of Your IRA?

February 28th, 2018

Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company (“LLC”) is established that is […]

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How a Checkbook Control IRA Can Benefit You

November 13th, 2017

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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Is There a Difference Between a Regular IRA and a Self-Directed IRA?

October 5th, 2017

An Individual Retirement Account (IRA) is a tax-deferred retirement account for an individual that permits individuals to set aside money each year, with earnings tax-deferred until withdrawals begin at age 59 1/2 or later (or earlier, with a 10% penalty). Many “traditional IRA” custodians advertise themselves as offering a Self Directed IRA with “checkbook control”, […]

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Take “Checkbook Control” of Your Self-Directed IRA Funds

August 7th, 2017

Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company (“LLC”) is established that is […]

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All About The Bitcoin Checkbook Control IRA

July 13th, 2017

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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How to Use a Self-Directed IRA to Buy Cryptocurrency

July 13th, 2017

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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