Archive for the ‘Self-Directed Roth IRA’ Category

Transferring a Roth IRA to a Self-Directed Roth IRA LLC

August 24th, 2017

Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a self-directed Roth IRA LLC structure. Individuals may not rollover Roth IRA funds into a qualified retirement plan, such as a Solo 401(k) Plan or a pre-tax IRA account, such as a Traditional IRA or SEP IRA. What is the most […]

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What Are the Contribution Rules for a Self-Directed Roth IRA?

June 2nd, 2017

A taxpayer’s contributions to Self-Directed Roth IRAs during any year may not exceed a dollar ceiling (or, if less, the taxpayer’s compensation income), reduced by deductible contributions for the year to traditional IRAs. For years after 2012, the dollar ceiling will be $5,500. For years after 2002, the ceiling is raised by $1,000 for individuals […]

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What Are the Main Advantages of Converting to a Self-Directed Roth IRA?

May 17th, 2017

The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may contribute to a Roth IRA for as long as you continue to have earned income (for a traditional IRA – you can’t make […]

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New Ruling Expected to Increase Popularity of DISC Roth IRA Tax Strategy

March 6th, 2017

Appeals Court in Summa Holdings affirmed use of having commissions from domestic international sales corporation go to a Roth IRA IRA Financial Group, the leading provider of self-directed IRA retirement solutions, believes that the Sixth Circuit Appeals Court decision which held that using a DISC and Roth IRA strategy for their congressional-sanctioned purposes—tax avoidance was […]

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How to Utilize a Self-Directed Roth IRA to Plan Your Estate

January 10th, 2017

In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a self-directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as […]

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How Do You Convert Your Current Retirement Plan to a Self-Directed Roth IRA

December 19th, 2016

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]

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Trump Presidency May Lead to More Self-Directed Roth IRA Investors

November 28th, 2016

Prospect of reduced income tax rates under President Trump expected to increase benefit of making Roth IRA contributions IRA Financial Group, a leading provider of self-directed IRA and Solo 401(k) plans, expects to see a surge in the popularity of the self-directed Roth IRA. Based on Donald Trump’s Presidential Election victory, Mr. Trump’s tax plan […]

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Real Estate Investing in Reno, Nevada

November 16th, 2016

Real Estate Investing is one of the best ways to provide oneself with income, especially for retirement.  Reno, Nevada is one of the hottest places to invest right now.  With a Self-Directed IRA, you can invest in any type of real estate, including residential homes, vacation homes, raw land and commercial space.  Most financial institutions […]

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