Your Self-Directed IRA Fees May Be Tax Deductible

September 11th, 2017

Unbeknownst to many retirement account holders, payment of individual retirement account (“IRA”) custodian/trustee fees may be generally tax-deductible. Under Internal Revenue Service (“IRS”) rules, in place of the standard deduction, one can deduct certain expenses as miscellaneous itemized deductions on Schedule A (Form 1040 or Form 1040NR). One can only claim the amount of expenses […]

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Self-Directed IRA Platform Offers Financing Options to Houston Flood Victims

August 29th, 2017

Self-directed IRA LLC hard money investment option could offer valuable funding options to Texas flood victims IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans, anticipates the use of the self-directed IRA platform as an attractive funding option for Texas flood victims. As a result of the recent enormous devastation […]

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Why Use a Self-Directed IRA to Invest in Alternate Assets?

August 28th, 2017

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS only describes the type of investments that are prohibited, which are very few.   The main advantages of using a […]

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IRA Financial Group Podcast Episode 78: IRA Hardship Distributions

August 22nd, 2017

IRA Financial Group’s Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.   Click Here to Listen  

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Calculating Tax on UDFI from Self-Directed IRA Investments

August 18th, 2017

When a tax-exempt organization like a Self-Directed IRA or charity borrows money for a transaction on a nonrecourse basis, the IRA or charity must complete IRS Form 990-T and Schedule E and report the income, as the income is likely subject to tax. In general, a tax-exempt organization like a charity or IRA is permitted […]

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IRA Financial Group Introduces New Checkbook Control IRA Bitcoin Solution For Retirement Account Investors

August 16th, 2017

Checkbook Control Self-Directed IRA LLC option offers retirement account holders the ability to trade or hold Bitcoins and other cryptocurrency without tax IRA Financial Group, the leading provider of Self-Directed IRA LLC and Solo 401(k) Plan solutions, is proud to announce the introduction of the Checkbook Control Bitcoin Self-Directed IRA LLC option to all retirement […]

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Funding a Self-Directed IRA LLC with an IRA Rollover

August 14th, 2017

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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Do You Need to Ask Permission to Invest with a Self-Directed IRA?

August 11th, 2017

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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