Invest in Options with Your Self-Directed IRA

September 26th, 2014

When it comes to making investments with a self-directed IRA LLC, the IRS generally does not tell you what you can invest in, only what you cannot invest in.  The types of investments that are not permitted to be made using retirement funds is outlined in Internal Revenue Code Section 408 and 4975.  These rules […]

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Creditor Protection for Your Solo 401k Plan

September 25th, 2014

Retirement accounts have become many Americans’ most valuable assets. That means it is vital that you have the ability to protect them from creditors, such as people who have won lawsuits against you. In general, the asset/creditor protection strategies available to you depend on the type of retirement account you have (i.e. Traditional IRA, Roth […]

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Common Prohibited Transactions of a Self-Directed Roth IRA

September 24th, 2014

Categories of Prohibited Transactions In general, the type of transactions that could fall under the prohibited transaction rules pursuant to Code Section 4975 can be viewed in the context of three unofficial categories: Direct Prohibited Transactions 4975(c)(1)(A): The direct or indirect Sale, exchange, or leasing of property between a Roth IRA and a “disqualified person” […]

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Using a Loan with Your Self-Directed IRA to Make an Investment

September 23rd, 2014

The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using retirement funds […]

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IRA Financial Group Clients Invested Over $2.6 Billion Since 2010 Helping to Spur U.S. Real Estate Market

September 22nd, 2014

Over the last five years IRA Financial Group’s self-directed IRA and Solo 401(k) Plan investors have taken advantage of attractive real estate opportunities IRA Financial Group, the leading provider of self-directed IRA LLC & Solo 401(k) plan solutions, announces that since 2010 its self-directed and solo 401(k) plan clients have invested over $2.6 billion in […]

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Are You Eligible for a Solo 401(k) Plan?

September 19th, 2014

A Solo 401(k) plan is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) Plan, investors must meet just two […]

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Retire a Millionaire with a Self-Directed Roth IRA

September 18th, 2014

The primary advantage of using a Self-Directed Roth IRA LLC to make investments is that all income and gains associated with the Roth IRA investment grow tax-free and will not be subject to tax upon withdrawal or distribution. This is because unlike traditional IRAs, you are generally not subject to any tax upon taking Roth […]

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Funding a Business with Your Retirement Plan – How Does it Work?

September 17th, 2014

The legality of using retirement funds to purchase employer corporate stock is firmly established in the Internal Revenue Code and under ERISA law. The IRA Financial Group’s in-house retirement tax professionals have spent the last two years developing an IRS and ERISA compliant structure for using retirement funds to acquire or invest in a business […]

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