UBTI Tax on Unrelated Debt Financed Income in a Solo 401k Plan?

September 30th, 2014

Am I subject to UBTI Tax on Unrelated Debt Financed Income in a Solo 401(k) Plan? No. 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 […]

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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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Real Estate Investing with Your IRA

September 12th, 2014

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed IRA LLC are fully permissible under the Employee Retirement Income Security […]

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Introducing Online Continuing Education Program for All Self-Directed IRA and Solo 401k Plan Clients

September 10th, 2014

IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC and solo 401(k) plans, announces a new online continuing education program for all IRA Financial Group clients. The new on-line continuing education program will be offered for no fee and will provide in-depth information on various hot topics in the self-directed IRA and […]

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Self-Directed IRA Maximum Contribution for 2014

September 9th, 2014

The maximum contribution limit for a self-directed IRA for 2014 is $5,500 or $6,500 if you’re age 50 or older, or your taxable compensation for the year, if less. Contributions to a self-directed Roth IRA may be limited based on your filing status and income. Contributions made to a self-directed IRA LLC must be made […]

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IRA Financial Group Introduces No Tax Self-Directed IRA Rollover Program for Real Estate Investors

September 8th, 2014

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solution announces a tax-free Self-Directed IRA Rollover solution for real estate investors with IRA or 401(k) funds. The self-directed IRA rollover solution allows retirement investors to rollover their pre-tax and after-tax IRA or 401(k) funds into a real estate IRA solution. “Our Self-Directed […]

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