Learn How to Set-Up a Self-Directed IRA With Checkbook Control

February 25th, 2014

Setting up a self-directed IRA LLC is a multistep process that is best accomplished by working with qualified tax professionals. The self-directed IRA LLC with “checkbook control” is a Tax Court and IRS approved structure that will allow an individual to use his or her retirement funds to make traditional as well as a non-traditional […]

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Do I need to ask permission to make an investment with my Self Directed IRA LLC?

September 26th, 2013

No – not with a Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc. All documents can be signed by you, as manager of […]

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IRA Financial Group Clients Using Self-Directed IRA and Solo 401(k) Plans to Purchase Detroit and Puerto Rico Debt

September 25th, 2013

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and Solo 401(k) Plans announces the finding of its monthly report which found that an increasing number of retirement investors were looking to purchase distressed municipal debt, such as Detroit and Puerto Rico debt using their self directed IRA LLC or Solo 401(k) Plan […]

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IRA Financial Group Survey Shows 72% of Self-Directed IRA Clients Using Retirement Funds to Buy Real Estate

September 16th, 2013

Real estate investments are the most popular investment of choice for IRA Financial Group self-directed IRA clients IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and Solo 401(k) Plans announces the result of its survey which examined the investments being made by over 6,000 of its Self-Directed IRA and Solo 401(k) Plan […]

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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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Recent Wall Street Turbulence Causing Retirement Investors to Turn to Self-Directed IRA

September 9th, 2013

Declining stock prices throughout the summer of 2013 attracting retirement investors to the real estate IRA IRA Financial Group, the leading provider of self-directed retirement solutions, such as the self directed IRA and solo 401(k) Plan, has seen an increasing number of retirement investors looking to make alternative investments with their retirement funds, including real […]

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Using a Trust with a Self-Directed IRA – Is it a Good Idea?

September 4th, 2013

The use of a trust established by an IRA in an effort to replace the LLC as the investment vehicle has been in existence for several years. With the increase popularity of the self-directed IRA LLC “checkbook control” structure, tax practitioners have been playing with the concept of using different types of entities as the […]

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Solo 401(k) Plan & Self-Directed IRA Cash Investors Helping to Spur U.S. Real Estate Market

August 22nd, 2013

With the limited opportunity to finance real estate real estate, self-directed IRA and Solo 401(k) Plan investors taking advantage of attractive real estate opportunities IRA Financial Group, the leading facilitator of self-directed IRA LLC & Solo 401(k) plan solutions, announces the finding of its internal report that found that the ability to use retirement funds […]

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