Archive for the ‘Solo 401K Real Estate’ Category

New DOL Fiduciary Rules Increasing Demand for Alternative Asset Investments with IRA Funds

August 3rd, 2017

Increased regulation on IRA financial advisors has lead to increased demand for self-directed IRA real estate and Solo 401(k) real estate plans IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has experienced strong demand for its self-directed IRA real estate and Solo 401(k) plan solutions in light of the Department of Labor […]

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Tips For Buying Real Estate With A Solo 401(k) Plan And Staying Out Of IRS Trouble

July 10th, 2017

IRA Financial Group’s Self-Directed Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very […]

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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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What Are the Advantages of Using the Roth Solo 401k to Invest in Real Estate?

June 13th, 2017

Using a Solo 401(k) Plan with a Roth component to purchase real estate or make other alternative asset investments is most tax beneficial way to make such investments. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire […]

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Millennials Using Solo 401(k) Plan Loan Option to Enter Housing Market

May 31st, 2017

401(k) Plan loan feature helping first-time home buyers secure necessary funds to purchase a home IRA Financial Group, the leading provider of solo 401(k) plans for self-employed and small business owners, has seen a growing number of millennials who are first time home buyers using the 401(k) plan loan feature to purchase a home, according […]

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Can You Flip Houses with a Solo 401k?

March 31st, 2017

Since the creation of the Solo 401(K) Plan back in the early 1980s, the IRS has always permitted a Solo 401(K) Plan to purchase, hold, or flip real estate.  By using a Solo 401(K) Plan, also known as a self-directed 401(K) Plan or Individual 401(K) Plan, to buy real estate, you will be able to […]

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UDFI And Using A 401(k) Plan To Buy Real Estate

February 27th, 2017

One of the advantages of using retirement funds, such as a Solo 401(k) plan, to make investments is that, in most cases, all income and gains from the investment will flow back to the 401(k) plan tax-deferred or tax-free in the case of a Roth. This is because a 401(k) plan is exempt from tax […]

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Using Your 401k to Make Real Estate Investments

January 18th, 2017

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside 401(k) retirement accounts. Investments in real estate with a Solo 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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