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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SELF DIRECTED IRA REAL ESTATE & TAX FREE INHERITANCE

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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Major opportunities for all-cash IRA real estate investors, as banks become more realistic on the market for short sales

September 7th, 2011

The Self Directed IRA structure has become a popular choice for gaining total investment control (“Checkbook Control”) over your IRA funds and making investments tax-free.

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The Self Directed IRA Checkbook Control Solution for Dummies

August 17th, 2011

Since 2001, the Self Directed IRA LLC Checkbook Control structure has become the investment vehicle of choice for investors looking to use retirement funds to make real estate,

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