How To Fund a Self-Directed IRA with an IRA Rollover

January 22nd, 2018

Individuals may generally rollover their retirement savings between eligible defined contribution plans, defined benefit plans and pre-tax IRAs, including SEP IRAs and SIMPLE IRAs to a Self-Directed IRA. 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. Individuals may also roll over after-tax […]

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What is a Self-Directed IRA LLC Operating Agreement?

December 27th, 2017

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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C Corporation UBTI/UBIT Tax Blocker Strategy To Gain Popularity for Self-Directed IRA Investors Due To Proposed Tax Plan

November 21st, 2017

Reduction in maximum corporate tax rate to 20% expected to increase use of C Corporation blocker for self-directed IRA private equity and real estate investment deals Adam Bergman, a partner with the IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, expects to see a significant increase in the […]

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What Is a Self-Directed IRA LLC?

October 30th, 2017

Many “traditional IRA” custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you will need their approval any pay transaction fees each time you make an investment. Whereas, in the case of a Self-Directed IRA LLC, also known as a “checkbook control” Self-Directed IRA LLC, a limited liability […]

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2018 IRA Contribution Limits Announced

October 24th, 2017

Last week, the IRS announced the new limits for retirement plans for 2018.  Here’s what you need to know about your IRA Contributions – 2018 IRA (including Self-Directed IRAs) Contribution Limit – Limits remain the same as 2017.  For individuals under age 50, the limit is $5,500.  For those 50 and older, you can make […]

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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 Forbes.com, 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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