Archive for the ‘Solo 401K Real Estate’ Category

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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Tips for Investing with a Solo 401(k)

March 28th, 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 foundation […]

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Self Directing Your 401(k) Plan

March 25th, 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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The No Custodian Fee Real Estate Solo 401(k) Plan

March 20th, 2014

Real estate solo 401(k) plan will be designed specifically for real estate investors looking to take advantage of no custodian fees IRA Financial Group, the leading provider of self-directed solo 401(k) retirement plans, introduces a specially customized real estate solo 401(k) plan with no custodian fee. The real estate solo 401(k) plan is designed specifically […]

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What is an Individual 401k Plan?

March 20th, 2014

A Solo 401K Plan also called an Individual 401K Plan offers a self-employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real estate on their own without requiring custodian consent. As long as a business exists with no full-time employees other than the owner and […]

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