Can I Serve as Realtor or Agent on my Self-Directed IRA Real Estate Purchase?

September 20th, 2012

The Internal Revenue Code does not describe what a self directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. Internal Revenue Code Section 4975(c)(1)(C) states that the direct or indirect furnishing of goods, services, or facilities between an [...]

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If I Buy a Second Home to use personally with IRA Funds Can I live in It?

August 6th, 2012

When it comes to engaging in transaction with retirement funds, such as an IRA, the IRS and the Internal Revenue Code do not describe what a Self Directed IRA or retirement funds can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain [...]

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IRA and Nonrecourse Financing

July 2nd, 2012

When it comes to using IRA and nonrecourse financing to make an IRA or Roth IRA investment, it is crucial that one keeps in mind several important tax rules.  In most instances, investors using retirement funds to make an investment will use cash to make the investment. Whether the investment is in the form of [...]

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Can I fund My Self-Directed IRA LLC with Additional IRA Funds?

June 19th, 2012

In general, most IRA custodians allow for individual IRA holders to make additional contributions to their already established self-directed IRA LLC structure.  The logic behind this is quite clear once you have rules the rules under Internal Revenue Code Section 4975.  Since the self-directed IRA LLC is wholly owned by IRAs, making additional IRA contributions [...]

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The IRS Prohibited Transaction Rules

April 26th, 2012

When investing retirement funds, the IRS has established a number of rules that must be considered. The IRS and the Internal Revenue Code do not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits disqualified persons from engaging in certain type [...]

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Retirement Topics Prohibited Transactions

March 16th, 2012

One of the most discussed retirement topics involving the use of retirement funds to make investments is the Self directed iRA prohibited transaction rules. The self-directed IRA prohibited transaction rules are outlined in Internal Revenue Code Section 408 and 4975. The IRS and the Internal Revenue Code do not describe what a Self Directed IRA [...]

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Self-Directed IRA Rules

March 16th, 2012

When it comes to making an investment with self directed IRA funds, it is important to have a good grasp of the self directed IRA rules as well as the prohibited transaction rules as outlined in Internal Revenue Code Section 4975. The IRS and the Internal Revenue Code do not describe what a Self Directed [...]

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How to Start a Business with retirement Funds – Try a Solo 401K Plan

March 5th, 2012

If you are self-employed and have retirement funds, then the Solo 401(k) Plan is an ideal structure for starting a new business or financing an existing business.

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