The Real Estate IRA LLC

February 27th, 2014

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC or a Checkbook Control LLC. In the case of a Real Estate IRA LLC, a limited liability company (“LLC”) is established that is owned by the IRA account and managed by the IRA account holder. The IRA Holder’s IRA […]

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IRA Financial Group Introduces Value “Checkbook Control” Self-Directed IRA Solution, Which Can Save IRA Investors Over 45% in IRA Custodian Fees Over Multiple Years

February 20th, 2014

Establishing a “Checkbook control” IRA LLC will save thousands of dollars vs. a full-service IRA custodian over several years according to IRA Financial Group Study IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and Solo 401(k) Plans announces the result of its internal study which highlights the cost benefits involved in establishing […]

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Report Shows “Checkbook Control “ Self-Directed IRA LLC Clients Savings over 40% in IRA Account Fees over a Five-Year Period

January 27th, 2014

Self-Directed IRA LLC structure offers cost effective options for retirement investments, such as real estate versus a custodian controlled IRA account, IRA Financial Group report suggests. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC announces the result of its internal survey which examined the investments being made by over 500 self-directed […]

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Checkbook Control IRA Legal

December 17th, 2013

The ability to invest retirement funds in a newly established special purpose entity owned 100% by an IRA and managed by the IRA holder has been deemed legal by the Tax Court and IRS for over 18 years.  However, only until recently, did the Tax Court confirm that the use of a newly established  limited […]

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“Checkbook Control” IRA Gaining in Popularity in Light of Recent Tax Court Case Confirming its Legality

September 19th, 2013

IRA Financial Group has seen strong demand for the “checkbook control” IRA in light of recent Tax Court case Peek Vs. Commissioner Peek v. Commissioner (140 T.C. No. 12, 2013), a recent U.S Tax Court is an important case because it reinforces the ability for a retirement account investor to use retirement funds to invest […]

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How to Transfer a SEP IRA to a Self Directed IRA LLC

September 18th, 2013

Individuals may generally transfer IRA or rollover eligible qualified retirement plan assets into a self-directed IRA LLC structure. Individuals may also roll over after-tax retirement funds to a Roth Self-Directed IRA. What is the most Common Way to Fund a Self-Directed IRA? Transfers and rollovers are types of transactions that allow movements of assets between […]

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Is the Self-Directed IRA LLC Legal?

September 11th, 2013

The Self-Directed IRA Structure has been in use for some 35 years, however, the concept of using an entity owned by an IRA to make an investment was first reviewed by the Tax Court in Swanson V. Commissioner 106 T.C. 76 (1996). In Swanson, the Tax Court, in ruling against the IRS, held that the […]

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Can I Buy a Mobile Park Home with a Self-Directed IRA?

August 2nd, 2013

When it comes to using retirement funds to make an investment, 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. The purpose of these rules is […]

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