Can You Invest in Gold with Your IRA Funds?

April 21st, 2017

Yes. Under Internal Revenue Code Section 408, the acquisition by a Self-Directed IRA or an individually-directed account under a qualified retirement plan of any collectible is treated as a distribution from the IRA or account in an amount equal to the cost to the IRA or account of the collectible (Code Sec. 408(m)(1)). A collectible […]

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Real Estate Flipping Becoming Attractive Investment Option for Self-Directed IRA Investors in 2017

April 19th, 2017

Significant pricing opportunities in real estate market attracting self-directed IRA real estate investors in 2017. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the findings of an internal report that shows a recent trend in self-directed real estate IRA investors turning to real estate flipping transactions as an investment option in […]

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UBTI Rules When Using a Self-Directed IRA for Real Estate Transactions

April 12th, 2017

With a Self-Directed IRA with checkbook control, flipping homes or engaging in a real estate transaction is as simple as writing a check. As manager of your Self-Directed IRA LLC, you will have the authority to make real estate investment decisions on behalf of your IRA on your own without needing the consent of an […]

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IRA Financial Group Announces New Self-Directed IRA Compliance & Regulatory Service

April 5th, 2017

New self-directed IRA compliance & regulatory service will cover IRS prohibited transaction and unrelated business taxable income rules IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) Plans, announces the introduction of a new compliance & regulatory service will cover IRS prohibited transaction and unrelated business taxable income rules. IRA […]

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IRA Financial Group Announces New Self-Directed Real Estate IRA Can Be Funded By IRA or 401(k) plan Rollovers from All Major Financial Institutions

March 29th, 2017

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plans announces that its new self-directed real estate IRA LLC can now be funded by tax-free rollovers from any IRA or employer 401(k) plan. IRA Financial Group’s self-directed IRA LLC solution can be funded by IRA rollover or contribution will allow one […]

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Changes to IRS Form 5498 with Regards to Your Self-Directed IRA

March 27th, 2017

For Tax Year 2015 and beyond on IRS Form 5498, the IRS now requires IRA custodians to separately specify transactions which involve certain Self-Directed IRA investments The information on Form 5498 is submitted to the Internal Revenue Service by the trustee (IRA custodian) of your individual retirement arrangement (IRA) to report contributions, including any catch-up […]

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IRA Financial Group Podcast Episode 72: New Partnership Tax Return Deadline for Multiple-Member LLC – March 15 2017

March 8th, 2017

IRA Financial Group’s Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.   Click Here to Listen  

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New Ruling Expected to Increase Popularity of DISC Roth IRA Tax Strategy

March 6th, 2017

Appeals Court in Summa Holdings affirmed use of having commissions from domestic international sales corporation go to a Roth IRA IRA Financial Group, the leading provider of self-directed IRA retirement solutions, believes that the Sixth Circuit Appeals Court decision which held that using a DISC and Roth IRA strategy for their congressional-sanctioned purposes—tax avoidance was […]

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