Is there any Risk of Establishing a Solo 401(k) Plan?

January 24th, 2013

A solo 401(k) Plan is an IRS approved qualified retirement plan.  As long as certain eligibility requirements are satisfied, there is no risk for a business to adopt a solo 401K plan, also known as an Individual 401(k) plan or self-directed solo 401(k) Plan.  In addition, IRA Financial Group’s Solo 401(k) Plan has been pre […]

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Does the IRS Allow one to use a Real Estate to Buy Rental Properties?

October 30th, 2012

Since the creation of IRAs back in the early 1970s, the IRS has always permitted an IRA make real estate related investments. In fact, it states it right on the IRS website when discussing IRA investments. By using a real estate IRA, also known as a Self Directed IRA to buy real estate, the IRA […]

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Can I Serve as Realtor or Agent on my Self-Directed IRA Real Estate Purchase?

September 20th, 2012

The Internal Revenue Code does not describe what a self directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. Internal Revenue Code Section 4975(c)(1)(C) states that the direct or indirect furnishing of goods, services, or facilities between an […]

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IRA and Nonrecourse Financing

July 2nd, 2012

When it comes to using IRA and nonrecourse financing to make an IRA or Roth IRA investment, it is crucial that one keeps in mind several important tax rules.  In most instances, investors using retirement funds to make an investment will use cash to make the investment. Whether the investment is in the form of […]

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All About Self Directed IRA & Solo 401K Beneficiary Forms

September 14th, 2011

As a result, we have encountered many scenarios involving issues pertaining the Self Directed IRA and Solo 401K Plan Beneficiary Forms.

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Rollover IRA to 401k

August 8th, 2011

When it comes to your retirement, there is no one on the planet who cares as much about it as you do. If you haven’t been giving it much thought, this fact should be a scary one, but it is not too late to get on track. Many people have an automatic withdrawal into an IRA, which is a very good thing, indeed, for those who are not interested in maximizing their retirement potential. An IRA generally moves along and builds pretty much at random as money is distributed. However, if you want to grow your retirement into truly golden years, you are going to need a lot of money. This is where we begin talking about self-directed IRA LLCs and self-directed IRA Real Estate accounts.

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