Can I rollover IRA Funds from an IRA to a Solo 401(k) Plan?

May 3rd, 2013

In general, an individual with an IRA is permitted rollover existing IRA funds to a new Solo 401(K) Plan. The IRA rollover can be in cash or in-kind assets, such as real estate or notes. The IRS allows IRA holders to rollover IRA funds and assets in a 401(k) qualified retirement plan. Note – Roth [...]

May 3rd, 2013

In general, an individual with a self-directed IRA that owns real estate is permitted to transfer in-kind the real estate to the a new Solo 401(k) Plan without tax or penalty. The IRS allows IRA holders to rollover IRA funds and assets in a 401(k) qualified retirement plan. Note – Roth IRA funds cannot be [...]

February 26th, 2013

In general, when it comes to making self-directed IRA real estate investments, all expenses associated with the IRA owned real estate must be paid using IRA funds. In other words, payment of any expenses associated with the self-directed IRA real estate investment must be made using IRA funds and not by the IRA owner. The [...]

August 15th, 2011

The difference between a 401K or Solo 401K PLan transfer and a rollover is a transfer is generally between IRA and IRA or for inter-plan transfers.

August 4th, 2011

n light of the recent Wall Street meltdown, the Self Directed Real Estate IRA LLC structure provides an attractive diversification tool for investors

July 5th, 2011

With IRA Financial Group’s Business Acquisition Structure, a C Corporation will be formed that will establish a 401(k) qualified plan. The individual will then be able to rollover his or her IRA or 401(k) funds into the new 401(k) Plan tax-free.

June 1st, 2011

Transferring your funds into a Self-Directed IRA LLC will grant you the flexibility to invest in anything from a small business, to real estate, gold, stocks and much more