Can I Rollover Real estate from an IRA to a Solo 401(k) Plan?

May 3rd, 2013

In general, an individual with a self-directed IRA that owns real estate is permitted to transfer in-kind the real estate to the a new Solo 401(k) Plan without tax or penalty. The IRS allows IRA holders to rollover IRA funds and assets in a 401(k) qualified retirement plan. Note – Roth IRA funds cannot be [...]

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 [...]

February 26th, 2013

In general, when it comes to making self-directed IRA real estate investments, all expenses associated with the IRA owned real estate must be paid using IRA funds. In other words, payment of any expenses associated with the self-directed IRA real estate investment must be made using IRA funds and not by the IRA owner. The [...]

October 30th, 2012

Since the creation of IRAs back in the early 1970s, the IRS has always permitted an IRA make real estate related investments. In fact, it states it right on the IRS website when discussing IRA investments. By using a real estate IRA, also known as a Self Directed IRA to buy real estate, the IRA [...]

August 24th, 2012

If you are tired of being forced to invest all your hard earned retirement funds in the stock market, then a Self Directed IRA with Checkbook Control may be your answer. With a Self Directed IRA with Checkbook Control or a Checkbook Control IRA, you will be able to better diversify and control your retirement [...]

August 16th, 2012

One of the major advantages of the self-directed IRA LLC is that one can make traditional as well as non-traditional investments, such as real estate on a tax-deferred basis. Self Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without [...]

August 6th, 2012

When it comes to engaging in transaction with retirement funds, such as an IRA, the IRS and the Internal Revenue Code do not describe what a Self Directed IRA or retirement funds can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain [...]

July 13th, 2012

It’s a matter of choice as to which one fits into your retirement plan - for example: The couple buying the beach house with their Roth IRA’s may be planning to take the house as a tax free distribution at retirement. That makes great sense, however the average return on that house by the sea could be as [...]