New IRA Rollover Case (Bobrow v. Commissioner) Will Not Impact Most IRA Holders

April 7th, 2014

There are generally two ways of moving IRA funds from one IRA account to another IRA account – an IRA transfer or an indirect rollover.  An IRA transfer is generally accomplished by moving IRA funds from one IRA custodian (bank) to another IRA custodian. The funds are never sent to the individual IRA holder.  Whereas, […]

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Advantages of Using a Self Directed Real Estate IRA

April 3rd, 2014

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed IRA LLC are fully permissible under the Employee Retirement Income Security […]

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Tips for Investing with a Solo 401(k)

March 28th, 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 foundation […]

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Self-Directed IRA Investments

March 27th, 2014

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 only describes the type of investments that are prohibited, which are very few. The following are some examples of […]

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Self Directing Your 401(k) Plan

March 25th, 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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Solo 401(K) Plan Controlled Group Rules

March 24th, 2014

One must first determine whether adopting the additional Solo 401(k) would violate the Controlled Group Rules set up by the IRS and Department of Labor. The Controlled Group Rules were created essentially to protect employees from a business owner or executive establishing a separate 401(k) plan for another business and thereby not offering those employees […]

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The No Custodian Fee Real Estate Solo 401(k) Plan

March 20th, 2014

Real estate solo 401(k) plan will be designed specifically for real estate investors looking to take advantage of no custodian fees IRA Financial Group, the leading provider of self-directed solo 401(k) retirement plans, introduces a specially customized real estate solo 401(k) plan with no custodian fee. The real estate solo 401(k) plan is designed specifically […]

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What is an Individual 401k Plan?

March 20th, 2014

A Solo 401K Plan also called an Individual 401K Plan offers a self-employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real estate on their own without requiring custodian consent. As long as a business exists with no full-time employees other than the owner and […]

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