Archive for the ‘Self Directed IRA with checkbook control’ Category

The Self Directed IRA LLC Structure

May 21st, 2013

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer [...]

May 20th, 2013

IRA Financial Group, the leading facilitator of Self-Directed IRA LLC and Solo 401(k) Plans, announces a new free webinar as part of its educational series on the area of tax planning opportunities available for individuals and small business owners with retirement funds. The free webinar will be aimed at offering investors an extensive array of [...]

May 13th, 2013

“Imagine you could invest $100,000 in a piece of real estate today and sell it 20 years from now for nearly $400,000 without paying a dime in taxes. If you could buy that real estate with funds held in a Roth IRA, that could happen. And if the proceeds were drawn-out judiciously, you could even [...]

August 6th, 2012

Yes – a self-directed IRA LLC can have one IRA owner or more than IRA as a member of the LLC. A self directed IRA LLC owned by one IRA is treated as a disregarded entity for federal income tax purposes. Meaning the LLC is treated as a tax nothing, but is respected for limited [...]

July 13th, 2012

It’s a matter of choice as to which one fits into your retirement plan - for example: The couple buying the beach house with their Roth IRA’s may be planning to take the house as a tax free distribution at retirement. That makes great sense, however the average return on that house by the sea could be as [...]

April 27th, 2012

A Miami self directed IRA with “Checkbook Control” offers you the ability to use your retirement funds to make almost any type of investment, including real estate, on your own without requiring the consent of any custodian. Have an investment opportunity in Miami, Florida, such as real estate or precious metals that you would love to [...]

April 25th, 2012

What tax forms do I need to file for my Self-Directed IRA LLC? Let’s step back to understand some basic concepts: First, your LLC is owned by your IRA. Second, IRAs are not subject to federal taxes. Third, there is a difference between a single-member LLC and a multi-member LLC. A single-member LLC is an [...]

March 27th, 2012

The Self Directed IRA Structure has been in use for some 35 years, however, the concept of using an entity owned by an IRA to make an investment was first reviewed by the Tax Court in Swanson V. Commissioner 106 T.C. 76 (1996). In Swanson, the Tax Court , in ruling against the IRS, held [...]