Buying Real Estate With Your IRA

March 11th, 2014

A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to purchase real estate or make […]

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What is a Checkbook Control IRA?

March 6th, 2014

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self-Directed IRA LLC you will […]

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IRA Financial Group Reviews – Self-Directed IRA Real Estate

January 14th, 2014

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. IRA Financial Group reviews the tax […]

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IRA Financial Group Reviews – The Best Self-Directed Roth IRA LLC

January 14th, 2014

IRA Financial Group is the market’s leading provider of self-directed Roth IRA LLC solutions.  This blog will offer reviews of how one can best make use of a self-directed Roth IRA LLC. With IRA Financial Group’s Self-Directed Roth IRA LLC, a special purpose limited liability company (“LLC”) is created which is owned 100% by the […]

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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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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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What Exactly is “Checkbook Control”?

July 30th, 2013

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self Directed IRA LLC you […]

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Peek v. Commissioner – Personal Guarantee of Loan Triggers Self-Directed IRA Prohibited Transaction

June 18th, 2013

In Peek v. Commissioner (May 9, 2013), the U.S. Tax Court ruled that a taxpayer’s personal guaranty of a loan by a corporation owned by the individual’s IRA is a prohibited transaction under section 4975(c)(1)(B).  The Court found that the taxpayers had provided an indirect extension of credit to the IRAs, a prohibited transaction under […]

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