Tax Strategies for Your Self-Directed Roth IRA

July 11th, 2014

Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA professionals have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax […]

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The Advantages of Checkbook Control Over Your Self Directed IRA

July 10th, 2014

Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company (“LLC”) is established that is […]

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Self-Employed 401(k) Loan Helping Thousands of Sole Proprietors Start New Businesses

July 8th, 2014

Self-employed 401(k) Plan $50,000 loan feature allowing small business owners to fund their new business without seeking high interest rate loan options. IRA Financial Group, the leading provider of self-employed 401(k) plans for sole proprietors and small business owners, has seen a growing number of small business owners and franchisors using the Self-employed solo 401(k) […]

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Investments That Can Be Made with a Solo 401k Plan

July 7th, 2014

A Solo 401(k) Plan 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 following […]

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Self-Directed IRA Contribution Rules for 2014

July 2nd, 2014

The maximum contribution limit for a self-directed IRA for 2014 is $5,500 or $6,500 if you’re age 50 or older, or your taxable compensation for the year, if less. Contributions to a self-directed Roth IRA may be limited based on your filing status and income. Contributions made to a self-directed IRA LLC must be made […]

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IRA Financial Group Expands Individual 401(k) Plan Annual Services to Include Completion of IRS Form 5500-EZ

July 1st, 2014

Annual tax and compliance services for Solo 401(k) Plan clients to include completion of IRS Form 5500-EZ. IRA Financial Group, the leading provider of self-directed solo 401(k) plans, announces the expansion of its annual tax and compliance service for individual 401(k) plan clients to include the completion of the annual IRS information form – 5500-EZ. […]

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The Advantages of the Business Acquisition and Compliance Solution Structure

June 30th, 2014

Tax Advantages: With the Business Acquisition & Compliance Solution Structure (BACSS) you have the ability to use your retirement funds to acquire a new business or grow an existing business tax-free! Start or Grow a Business Tax-Free: With BACSS, you can access your retirement funds to start or grow a business tax free and without […]

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Using a Self-Directed IRA to Flip Homes Tax Free

June 27th, 2014

Since the creation of IRAs back in the early 1970s, the IRS has always permitted an IRA to purchase, hold, or flip real estate.   In fact, it states it right on the IRS website. By using a Self-Directed IRA to buy real estate, you will be able to purchase raw land, domestic or foreign […]

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