Real Estate is Still a Popular Investment for Self-Directed IRA Investors!

March 7th, 2018

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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How Fast Can You Get a Self-Directed IRA?

January 19th, 2018

The IRA Financial Group will take care of setting up your entire Self Directed IRA LLC structure in a matter of days. Our in-house tax and ERISA professionals will work with you directly to customize a structure that satisfies your tax and investment goals. The whole process can be handled by phone, email, fax, or […]

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Do You Need to Ask Permission to Invest with a Self-Directed IRA?

August 11th, 2017

No – not with a Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc. All documents can be signed by you, as manager of […]

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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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Self Directed IRA LLC Do It Yourself

February 24th, 2014

The self-directed IRA LLC is a Tax Court and IRS approved structure that will allow an individual to use his or her retirement funds to make traditional as well as a non-traditional investments, such as real estate from the comfort of a local bank and without excessive IRA custodian fees. So how do I set-up […]

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Is it Possible to use Margin with a Self-Directed IRA LLC?

March 5th, 2013

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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The Self Directed IRA Structure – An In-depth Analysis

December 1st, 2011

When establishing an IRS compliant self directed IRA LLC it is important work with a tax professional who has experience in navigating the tax and ERISA rules regarding using retirement funds to make investments.

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September 7th, 2011

By using the self directed IRA real estate structure from IRA Financial Group’s attorneys and putting together a plan that fits your family’s circumstances, the Morgan heirs have the luxury of time to make the right decisions.

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