Archive for the ‘Self-Directed IRA Rollover’ Category

What You Need To Know Before Transferring Retirement Assets to a Self-Directed IRA

April 11th, 2018

The self-directed IRA structure is a solution that allows one to use their retirement funds to make real estate and other investments without tax.  One of the more popular ways to fund a self-directed IRA is via a contribution, transfer or rollover. In general, you can transfer, tax free, assets (money or property) from other […]

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How To Fund a Self-Directed IRA with an IRA Rollover

January 22nd, 2018

Individuals may generally rollover their retirement savings between eligible defined contribution plans, defined benefit plans and pre-tax IRAs, including SEP IRAs and SIMPLE IRAs to a Self-Directed IRA. 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. Individuals may also roll over after-tax […]

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401(k) Plan Rollovers Spurring Strong Growth in Self-Directed IRA Retirement Market in 2016

February 29th, 2016

With strong job market, more Americans finding employment and gaining access to 401(K) plan rollover funds in greater numbers. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, has partnered with the IRA Financial Trust Company to offer flat fee no account value self-directed IRA checkbook control accounts. Beginning in 2016, a trend […]

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IRS Issues Strict Ruling on IRS 60-Day Rollover Rule in New Private Letter Ruling

December 3rd, 2015

On August 26, 2015, the IRS issued a private letter ruling (PLR) 201547010 that addressed a certain fact patters involving an IRA investment into a private business venture. The interesting aspect of the PLR is that the seemed to offer a very odd reason behind its decision to not allow for a waiver of the […]

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Funding a Self Directed IRA with a Traditional IRA Rollover

October 12th, 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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Slide in Stock Market Creating Roth Conversion Opportunities for Self-Directed IRA Investors

August 25th, 2015

Self-Directed Roth IRA offering tax-planning opportunities for depressed stock holding. IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC solutions, has seen demand from investors looking to take advantage of Roth IRA conversion opportunities as a result of a depressed stock market. With the S&P 500 & Dow Jones in negative territory […]

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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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Investing in Domestic and Foreign Land with Your IRA

August 15th, 2014

It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC or Solo 401(k) for investments in real estate, your profits are tax-deferred back into your retirement account. More important, if you have full checkbook control over your Self-Directed IRA LLC or Solo 401(k), the purchases […]

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