Tax Court Confirms Validity of Self-Directed IRA LLC Solution

October 16th, 2017

The ability to invest retirement funds in a newly established special purpose entity owned 100% by an IRA and managed by the IRA holder has been deemed legal by the Tax Court and IRS for over 18 years. However, only until recently, did the Tax Court confirm that the use of a newly established limited […]

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Investing in Real Estate with Your Self-Directed IRA – Useful Tips

September 25th, 2017

A Self-Directed IRA LLC 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 IRS […]

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The Basics Of Taking Hardship Distributions From Self-Directed IRAs

August 31st, 2017

The following originally appeared on, written by our own Adam Bergman – There is generally no limit or restrictions on when an IRA owner may take a distribution from his or her IRA, although there may be adverse tax consequences, such as income tax and/or an additional tax on early distributions. However, pursuant to […]

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Self-Directed IRA Platform Offers Financing Options to Houston Flood Victims

August 29th, 2017

Self-directed IRA LLC hard money investment option could offer valuable funding options to Texas flood victims IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans, anticipates the use of the self-directed IRA platform as an attractive funding option for Texas flood victims. As a result of the recent enormous devastation […]

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IRA Financial Group Podcast Episode 78: IRA Hardship Distributions

August 22nd, 2017

IRA Financial Group’s Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.   Click Here to Listen  

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Case Seems to Suggest an IRA Holder Could Not Be Considered a Fiduciary, But IRS Guidance Suggests Otherwise

July 17th, 2017

Greenlee v. Commissioner, T.C. Memo 1996-378 When a plan trustee participates in the decision to cause a plan to make a loan to an entity in which the trustee owns a significant ownership interest, the IRS will likely consider the loan a prohibited transaction, as it did in Technical Advice Memorandum 9119002.  In the Greenlee […]

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Purchasing Corporation Stock That is Not Deemed a Disqualified Person May Not Be a Prohibited Transaction

July 7th, 2017

ERISA Advisory Opinion Letter 89-03 In this opinion a husband and wife, Mr. and Mrs. Bowns, Frances, owned a small amount of shares in a corporation personally.  Mr. Bowns was also an officer of the corporation and general manager of one of its business divisions.  In addition, Mr. and Mrs. Bowns established IRAs.  They were […]

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Hard Money Loans for Real Estate Investors Becoming Hot Investment Option for Self-Directed IRA Investors in 2017

June 20th, 2017

Significant demand for hard money financing from real estate developers attracting self-directed IRA real estate investors IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the findings of an internal report that shows that hard money lending for real estate has become a popular investment option for self-directed IRA investors. The IRS […]

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