Benefiting From A Solo 401(k)

June 1st, 2011

A solo 401(k) is another investment option for those looking to accumulate wealth for retirement. It allows you to invest in anything including real estate much like a self directed IRA real estate. The proceeds remain tax deferred until you withdraw the money. With a solo 401(k) the owner has control of the checks written […]

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Self Directed IRAs and Roth IRAs

May 19th, 2011

A self directed IRA (Individual Retirement Account) allows the account owner to make all investment decisions based on his retirement plan. Some investment options that are allowed by the IRS are stocks, real estate, mortgages and tax liens. The assets of a self directed IRA are maintained by a trustee or custodian who will file […]

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Invest in Real Estate Tax-Free with a Solo 401k

May 16th, 2011

Did you know that funds in a 401K account may be invested in real estate? They can! Many people don’t realize that. That is because 401K accounts are traditionally set up with financial institutions that have the incentive to invest such funds in stocks, bonds and mutual funds due to, among other things, higher commission fees. On the other hand, if you are eligible to set up a Solo 401K, you will have “checkbook control” and will be able to invest such funds in real estate in addition to stocks, bonds and other traditional securities. The same, incidentally, is true for a Self Directed IRA, Self Directed Real IRA and a Self Directed Roth IRA.

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IRA Property Leased without Consideration would Trigger a IRA Prohibited Transaction

May 13th, 2011

Section 4975(d)(20) provides that an IRA may engage in sales of property, loans and transfers or use of IRA assets with a party in interest (or a disqualified person) who is a party in interest only because the person provides services

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Can I provide Services to a Real Estate Property owned by My Self-Directed IRA LLC?

March 24th, 2011

John buys a piece of property with his IRA funds and hires his father to work on the property. Since John’s father is a disqualified person, John would not be permitted to provide any services to the IRA or its assets

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