The Self Directed IRA LLC Structure

May 21st, 2013

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer [...]

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Solo 401(k) Plan Vs. SEP IRA

May 20th, 2013

A Solo 401(k) plan” is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k) plan” or individual 401(k) Plan is not a new type of plan. It is a traditional 401k plan covering only one employee.  Like [...]

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Free Webinar on Retirement Tax Planning Opportunities for 2013 & Beyond on Wednesday at 7:00PM EDT

May 20th, 2013

IRA Financial Group, the leading facilitator of Self-Directed IRA LLC and Solo 401(k) Plans, announces a new free webinar as part of its educational series on the area of tax planning opportunities available for individuals and small business owners with retirement funds. The free webinar will be aimed at offering investors an extensive array of [...]

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Report Shows Sudden Drop in Homes for Sale Surprises Self-Directed IRA Real Estate Investors

May 2nd, 2013

IRA Financial Group, the leading provider of Self-Directed IRA LLC solutions, announces the finding of its internal housing report which showed self-directed IRA investors are discovering that there are not enough houses for sale to accommodate the recent flush of demand. The unusually low level of homes for sale is creating widespread problems for buyers [...]

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Self-Directed IRA or Solo 401K – What is the Better Retirement Strategy for Me?

April 25th, 2013

At one point in everybody’s life they have or will contemplate the dilemma of what retirement plan is best suited for them.  There are over 45 million IRA today.  However, that does not necessarily mean the Self-Directed IRA is the right retirement strategy.  A Self-Directed IRA, which is governed by the rules pursuant to IRC [...]

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How to Calculate the UBTI Tax on a Real Estate Nonrecourse Loan with a Self-Directed IRA?

March 11th, 2013

IRS Form 990-T, specifically Schedule E, is the tax form where a charitable organization of retirement account, such as an IRA or Roth IRA would report income that would be subject to the Unrelated Business Taxable Income (also known as UBIT or UBTI) or Unrelated Debt Financed Income tax.  In general, only income generated from [...]

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Real Estate IRA Investments – Is it Legal?

March 6th, 2013

The IRS has always permitted an IRA to purchase or hold real estate or raw land. Making a real estate IRA investment is as simple as writing a check. The Internal Revenue Code does not describe what an IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 [...]

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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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