Self-Directed IRA Investors With Cash Helping To Spur Real Estate Market

June 20th, 2014

Real estate IRA investors with cash and wealthy foreigners making up a bigger percentage of real estate buyers than first-time home buyers IRA Financial Group, the leading provider of self-directed IRA LLC solutions with “checkbook control” has seen a huge surge in self-directed IRA real estate investors with cash wining bidding wars on homes against […]

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June 19th, 2014

There are hundreds of thousands of Self Directed IRA accounts in the United States. In the last several years, the number of Self Directed IRA accounts has grown drastically. The Self Directed IRA LLC “Checkbook Control” Structure has been in use for over 15 years. The Tax Court and the IRS have approved the use […]

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IRS Rules and Guidelines Concerning a Solo 401(k)

June 18th, 2014

The “Solo 401K plan” is an IRS approved type of qualified plan , which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) Plan” is not a new type of plan. It is a traditional 401(k) plan covering only one employee. The plans […]

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Using Your IRA to Buy Real Estate

June 17th, 2014

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to purchase real estate or make […]

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Self-Directed IRA Real Estate Buyers Using Airbnb to Generate Returns with Retirement Funds

June 16th, 2014

Self-Directed IRA investors using vacation rental websites to generate strong returns. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, has seen a surge of clients interested in using the retirement funds to make all cash real estate investments in order to list the properties on Airbnb as vacation rentals. Airbnb […]

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Funding a Self-Directed IRA with a Traditional IRA Rollover

June 13th, 2014

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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Am I subject to UBTI Tax on Unrelated Debt Financed Income in a Solo 401(k) Plan?

June 12th, 2014

No. Unlike a Self Directed IRA LLC, when a Solo 401K Plan uses nonrecourse leverage to purchase real estate that is leveraged, it is exempt from paying any Unrelated Business Taxable Income (UBTI) tax on the income or gain generated. When an IRA buys real estate that is leveraged with mortgage financing, it creates Unrelated […]

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FBAR reporting for self-directed IRA LLC investors with a foreign bank account is due by June 30th

June 10th, 2014

If your retirement account has a financial interest in or signature authority over a foreign financial account, including a bank account, brokerage account, mutual fund, trust, or other type of foreign financial account, the Bank Secrecy Act may require you to report the account yearly to the Internal Revenue Service by filing Form TD F […]

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