Can I Serve as Realtor or Agent on my Self-Directed IRA Real Estate Purchase?

September 20th, 2012

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. Internal Revenue Code Section 4975(c)(1)(C) states that the direct or indirect furnishing of goods, services, or facilities between an [...]

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If I Buy a Second Home to use personally with IRA Funds Can I live in It?

August 6th, 2012

When it comes to engaging in transaction with retirement funds, such as an IRA, the IRS and the Internal Revenue Code do not describe what a Self Directed IRA or retirement funds can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain [...]

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The IRS Prohibited Transaction Rules

April 26th, 2012

When investing retirement funds, the IRS has established a number of rules that must be considered. The IRS and the Internal Revenue Code do 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 [...]

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Self-Directed IRA Rules

March 16th, 2012

When it comes to making an investment with self directed IRA funds, it is important to have a good grasp of the self directed IRA rules as well as the prohibited transaction rules as outlined in Internal Revenue Code Section 4975. The IRS and the Internal Revenue Code do not describe what a Self Directed [...]

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Real Estate IRA Rules

September 14th, 2011

In general, the IRS does not specifically identify what a real estate IRA can invest in, only what it cannot invest in

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Over 40 and you want to start a business using retirement funds?

September 8th, 2011

The IRA Financial Group’s tax attorneys will work with you directly to develop an IRS and ERISA fully compliant business acquisition or funding solution

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Can I Purchase Krugerrands with a Self Directed IRA?

August 29th, 2011

The Internal Revenue Code does not describe what a Self Directed IRA can invest in, only what it cannot invest in. The IRS only describes the type of investments that are prohibited, which are very few. Internal Revenue Code Sections 408 & 4975 prohibits “Disqualified Persons” from engaging in certain type of transactions. The purpose [...]

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Checkbook Control IRA Rules

August 19th, 2011

n general, the IRS does not specifically identify what a self directed IRA LLC or a checkbook control 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.

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