Tax Court Confirms Validity of Self-Directed IRA LLC Solution

October 16th, 2017

The ability to invest retirement funds in a newly established special purpose entity owned 100% by an IRA and managed by the IRA holder has been deemed legal by the Tax Court and IRS for over 18 years. However, only until recently, did the Tax Court confirm that the use of a newly established limited […]

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Why Choose ROBS Instead of a Self-Directed IRA to Start Your Business

October 13th, 2017

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

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IRA Financial Group Introduces New Cryptocurrency Forum for Self-Directed IRA Clients

October 11th, 2017

Bitcoin IRA forum for IRA Financial Group clients will allow clients to share information and tips on all matters involving cryptocurrency investing with IRA funds IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plan solution is proud to announce the introduction of a new cryptocurrency forum for all IRA Financial […]

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Is There a Difference Between a Regular IRA and a Self-Directed IRA?

October 5th, 2017

An Individual Retirement Account (IRA) is a tax-deferred retirement account for an individual that permits individuals to set aside money each year, with earnings tax-deferred until withdrawals begin at age 59 1/2 or later (or earlier, with a 10% penalty). Many “traditional IRA” custodians advertise themselves as offering a Self Directed IRA with “checkbook control”, […]

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IRA Financial Group Podcast Episode 79: The Trump Tax Plan and Your Retirement Account

September 29th, 2017

IRA Financial Group’s Adam Bergman discusses the new tax plan announced by President Trump and the implications it has for retirement account holders.   Click Here to Listen  

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IRA Financial Group Announces List of Most Popular Investments for Self-Directed IRA Clients For September 2017

September 28th, 2017

Cryptocurrency and real estate were the two most popular self-directed IRA investments for September 2017 IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC and Solo 401(k) plan solutions, announces the top three most popular self-directed IRA investments for clients for September 2017, which were cryptocurrency, real estate, and hard-money lending. “In […]

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Investing in Real Estate with Your Self-Directed IRA – Useful Tips

September 25th, 2017

A 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 requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very few. The IRS […]

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Is a Solo 401k Plan Subject to UDFI?

September 22nd, 2017

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 generated. When an IRA buys real estate that is leveraged with mortgage financing, it creates Unrelated Debt […]

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