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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IRA Financial Group Announces New Self-Directed IRA Prohibited Transaction Review Service

June 28th, 2017

New self-directed IRA prohibited transaction review service will be offered to all IRA Financial Group clients IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) Plans, announces the introduction of a self-directed IRA prohibited transaction review service. IRA Financial Group’s new self-directed IRA prohibited transaction review service will be available […]

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What Happens When You Use Your IRA in a Prohibited Transaction?

May 30th, 2017

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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Can You Invest in Gold with Your IRA Funds?

April 21st, 2017

Yes. Under Internal Revenue Code Section 408, the acquisition by a Self-Directed IRA or an individually-directed account under a qualified retirement plan of any collectible is treated as a distribution from the IRA or account in an amount equal to the cost to the IRA or account of the collectible (Code Sec. 408(m)(1)). A collectible […]

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IRA Financial Group Announces New Self-Directed IRA Compliance & Regulatory Service

April 5th, 2017

New self-directed IRA compliance & regulatory service will cover IRS prohibited transaction and unrelated business taxable income rules IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) Plans, announces the introduction of a new compliance & regulatory service will cover IRS prohibited transaction and unrelated business taxable income rules. IRA […]

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Valuing Alternative Assets In A Self-Directed IRA

February 23rd, 2017

This article originally appeared on Forbes.com, written by our own Adam Bergman – Every IRA custodian is required to report annually to the Internal Revenue Service (“IRS”) the fair market value of each IRA it holds.  The IRA custodian will report the fair market value of the IRA to the IRS using IRS Form 5498.  […]

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Self Directed IRA Prohibited Transaction Rules and Disqualified Persons

October 13th, 2016

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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Why the Need for a Self Directed IRA LLC Operating Agreement

September 13th, 2016

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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