Archive for the ‘Solo 401K Real Estate’ Category

Alternate Investments for Your 401k

November 11th, 2014

A 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 few. The following […]

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IRA Financial Group Clients Invested Over $2.6 Billion Since 2010 Helping to Spur U.S. Real Estate Market

September 22nd, 2014

Over the last five years IRA Financial Group’s self-directed IRA and Solo 401(k) Plan investors have taken advantage of attractive real estate opportunities IRA Financial Group, the leading provider of self-directed IRA LLC & Solo 401(k) plan solutions, announces that since 2010 its self-directed and solo 401(k) plan clients have invested over $2.6 billion in […]

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How to Flip Homes with Your 401(k) Plan

September 11th, 2014

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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IRA Financial Group Sees Strong Demand for Solo 401(k) Plan from Real Estate Investors

August 13th, 2014

Real Estate investors turning to self-directed Solo 401(k) Plan to make real estate investments tax-free with retirement funds. IRA Financial Group, the leading provider of self-directed solo 401(k) plans, has seen a strong surge in demand in the third-quarter of 2014 from real estate investors looking to use retirement funds to make real estate investments. […]

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Real Estate Transactions Subject to UBTI

July 29th, 2014

In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining whether property sold by a taxpayer was held by him primarily for sale to customers in the ordinary course of his trade or business. Each case must rest upon its […]

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Investments That Can Be Made with a Solo 401k Plan

July 7th, 2014

A 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 few. The following […]

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What Exactly is a Solo 401(k) Plan?

May 27th, 2014

401k plans are defined in the Internal Revenue Code (Section 401) as retirement savings trusts. A 401(k) Plan is an IRS approved qualified retirement plan. As the name implies, the Solo 401(k) plan is an IRS approved qualified 401(k) plan designed for a self-employed individual or the sole owner-employee of a corporation. It works best […]

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Purchasing Real Estate with Your 401(k) Plan

April 16th, 2014

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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