IRA Financial Group Podcast Episode 84: New House Tax Plan Update – Big Business and Real Estate Investors Are The Big Winners

November 17th, 2017

IRA Financial Group’s Adam Bergman discusses the passing of the new tax bill by The House and what it means for investors.   Click Here to Listen  

Read More →




Helpful Tips for Real Estate Investing with an Individual 401k

November 6th, 2017

IRA Financial Group’s Self-Directed Individual 401(k) Plan, also called a Solo 401(k), offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that […]

Read More →




Is a Solo 401k Plan Subject to UDFI?

September 22nd, 2017

Unlike a Self Directed IRA LLC, when a Solo 401K Plan uses nonrecourse leverage to purchase real estate that is leveraged, it is exempt from paying any Unrelated Business Taxable Income (UBTI) tax on the income or gain generated. When an IRA buys real estate that is leveraged with mortgage financing, it creates Unrelated Debt […]

Read More →




Using a Solo 401k for House Flipping Purposes

September 15th, 2017

Since the creation of the Solo 401(K) Plan back in the early 1980s, the IRS has always permitted a Solo 401(K) Plan to purchase, hold, or flip real estate.  By using a Solo 401(K) Plan, also known as a self-directed 401(K) Plan or Individual 401(K) Plan, to buy real estate, you will be able to […]

Read More →




New DOL Fiduciary Rules Increasing Demand for Alternative Asset Investments with IRA Funds

August 3rd, 2017

Increased regulation on IRA financial advisors has lead to increased demand for self-directed IRA real estate and Solo 401(k) real estate plans IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has experienced strong demand for its self-directed IRA real estate and Solo 401(k) plan solutions in light of the Department of Labor […]

Read More →




Tips For Buying Real Estate With A Solo 401(k) Plan And Staying Out Of IRS Trouble

July 10th, 2017

IRA Financial Group’s Self-Directed Solo 401(k) Plan offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very […]

Read More →




Why Use a Solo 401k to Invest in Real Estate

June 26th, 2017

Advantages of Using a Solo 401(k) to Purchase Real Estate Income or gains generated by a 401(k) Plan generate tax-deferred/tax-free profits. Using a Solo 401(k) Plan to purchase real estate allows the 401(k) to earn tax-free income/gains and pay taxes at a future date, rather than in the year the investment produces income. With a […]

Read More →




How Do the UBTI Rules Differ Between a Solo 401k and an IRA?

June 23rd, 2017

Like an IRA, the tax advantage of a Solo 401K Plan is that income is tax-free until distributed. In general, an exempt organization is not taxed on its income from an activity that is substantially related to the charitable, educational, or other purpose that is the basis for the organization’s exemption. Such income is exempt […]

Read More →