Archive for the ‘Solo 401K Real Estate’ Category

What Real Estate Transactions are Subject to the UBTI Tax

October 31st, 2016

It has always been permissible for you to use Solo 401(k) and Self Directed IRA funds to invest in real estate.  One question is what factors do the IRS and Courts use to determine if a real estate transaction is subject to the Unrelated Business Taxable Income rules. In Mauldin v. Comr. 195 F.2d 714 […]

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Phoenix Ranks Near the Top for Real Estate 401k Investments

September 28th, 2016

Do you live in or around the Phoenix area?  Are you looking to invest in real estate?  Did you know you can use your retirement funds to invest in almost anything, including real estate, tax free?  If you currently have a retirement plan at a traditional financial institution, you may not know this.  That’s because […]

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Strong Real Estate Market Helping to Boost IRA Financial Group’s Third-Quarter 2016 Revenues

August 12th, 2016

Strong demand for self-directed IRA and Solo 401(k) plans to buy real estate helping to boost IRA Financial Group revenues IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans has seen a surge of clients interested in using the retirement funds to purchase real estate in 2016 helping to boost revenues. […]

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How to Use an Individual 401k to Flip Houses

August 8th, 2016

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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Investing in Real Estate with Self Directed 401k Plans

June 20th, 2016

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 Self-Directed 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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No California Franchise Tax of $800 When Using a California LLC with a Solo 401(k) Plan to Buy Real Estate

June 9th, 2016

There is only one exemption to the California annual minimum franchise tax of $800 and that is for a title holding companies whose sole purpose is to acquire, hold title to, and collecting from real property. As per California Franchise Tax rules Section 23701(h) and (x), a title holding company whose sole purpose is acquire, […]

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Using a Roth Solo 401(k) to Invest in Real Estate

January 25th, 2016

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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Using Retirement Funds to Purchase Real Estate

August 7th, 2015

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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