IRA Financial Group to Introduce Special No Fee Self-Directed IRA for Millennials Beginning in 2016

March 29th, 2016

IRA Financial Group to offer no fee self-directed IRA product for Millennials IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has announced that it has entered into an arrangement with the IRA Financial Trust Company to offer a no fee special self-directed IRA product for millennials. Millennials (also known as the Millennial […]

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Can You Invest in an S Corporation with a Self-Directed IRA?

February 12th, 2016

In general, under the “ S” Corporation rules, an IRA is not permitted to be an “S” Corporation shareholder. In order to be considered an “S” corporation, shareholders must be U.S. citizens or residents and must be natural persons, so corporate shareholders, partnerships, and multi-member LLCs are excluded. The IRS has ruled in a Revenue […]

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Why Should You Use an LLC for Making Self Directed IRA Investments?

October 14th, 2015

A Limited Liability Company (LLC) is a company that has option to be taxed as a partnership, this is beneficial because the LLC won’t pay any taxes on gains, and instead it will be the owner of the LLC who is liable for any taxes just as if they earned the money themselves. Because the […]

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The Secret of the Self Directed IRA

May 11th, 2015

Individual retirement accounts, or IRAs, exist in many forms. In general, if you have income from working for yourself or someone else, you may set up and contribute to an IRA. The major advantage of using a traditional IRA is that contributions are tax-deductible. Furthermore, IRA funds can be used for any purpose, including investing […]

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The Self Directed IRA and UBTI Rules

April 28th, 2015

In general, when it comes to using a Self Directed IRA to make investments most investments are exempt from federal income tax. This is because an IRA is exempt from tax pursuant to Internal Revenue Code 408 and Section 512 of the Internal Revenue Codes exempt most forms of investment income generated by an IRA […]

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April 17th, 2015

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 to encourage the use of IRAs for accumulation of retirement savings […]

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Lower Your Tax Bill Now with a Self Directed IRA!

December 30th, 2014

Did you know any contributions you make to a retirement account will help lower your tax bill for the year?  Why not invest in a Self-Directed IRA where there are no limits on what you can invest in.  Here are some of the advantages of utilizing one: A Self-Directed IRA LLC is a type of […]

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IRA Financial Group Announces New Online Banking Self-Directed IRA LLC Solution

November 18th, 2014

New online banking self-directed IRA LLC to allow IRA investors to purchase real estate & more from a local bank account. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC structures, announces the introduction of an online banking self-directed IRA LLC program for retirement investors looking to make traditional as well as […]

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