Real Estate IRA Investments – Is it Legal?

March 6th, 2013

The IRS has always permitted an IRA to purchase or hold real estate or raw land. Making a real estate IRA investment is as simple as writing a check. The Internal Revenue Code does not describe what an IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 […]

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Can I Pay Expenses From a Self-Directed IRA Real Estate Investment with Personal Funds?

February 26th, 2013

In general, when it comes to making self-directed IRA real estate investments, all expenses associated with the IRA owned real estate must be paid using IRA funds.  In other words, payment of any expenses associated with the self-directed IRA real estate investment must be made using IRA funds and not by the IRA owner.  The […]

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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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What are the Tax Requirements for a Self-Directed IRA LLC?

April 25th, 2012

What tax forms do I need to file for my Self-Directed IRA LLC? Let’s step back to understand some basic concepts: First, your LLC is owned by your IRA. Second, IRAs are not subject to federal taxes. Third, there is a difference between a single-member LLC and a multi-member LLC. A single-member LLC is an […]

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