Advantages of Converting a Traditional IRA to a Self-Directed Roth IRA LLC

August 15th, 2013

The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may contribute to a Roth IRA for as long as you continue to have earned income (for a traditional IRA – you can’t make […]

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Roth 401(k) Q & A

July 22nd, 2013

IRA Financial Group’s Solo 401(k) Plan allows participants to elect to treat contributions under the plan that would otherwise be elective deferrals as designated Roth contributions. For this purpose, an “elective deferral” is an employer contribution to a  401(k) plan that is excluded from the participant’s gross income only because the 401(k) plan is qualified […]

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Estate Planning Opportunities with a Self-Directed Roth IRA LLC

July 16th, 2013

In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a self-directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as […]

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Advantages of Converting to a Roth IRA

July 11th, 2013

The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may contribute to a Roth IRA for as long as you continue to have earned income (for a traditional IRA – you can’t make […]

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self directed ira maximum contribution for 2013

June 12th, 2013

Like an IRA, for 2013, an IRA holder may make a maximum annual contribution of $5500 or $6500 if the IRA holder is over the age of 50 to a self-directed IRA LLC structure.  The annual IRA contribution along with the retirement rollover process are the two ways to fund a self directed IRA LLC […]

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The New Stretch Self-Directed Roth IRA LLC

June 3rd, 2013

IRA Financial Group, the leading provider of self directed Roth IRA LLC structures announces the introduction of its stretch self directed Roth IRA. Unlike the original Roth IRA owner, a non-spousal beneficiary of a Roth IRA is required to take minimum distributions over his or her life expectancy. Note – a spousal beneficiary of a […]

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Can I Make Contributions to a Roth IRA and a Roth Solo 401K Account?

August 16th, 2011

In addition to making Roth 401(k) contributions, which if one is under the age of 50 is $165,500 for 2011 and $22,,000 for those over the age of 50, one can also make Roth IRA Contributions

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IRA or Solo 401K – What is the Better Retirement Strategy

August 15th, 2011

The first major advantage of a 401K or Solo 401K plan over an IRA is in the area of annual contributions.

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