self directed ira maximum contribution for 2013

June 12th, 2013

Like an IRA, for 2013, an IRA holder may make a maximum annual contribution of $5500 or $6500 if the IRA holder is over the age of 50 to a self-directed IRA LLC structure. The annual IRA contribution along with the retirement rollover process are the two ways to fund a self directed IRA LLC [...]

June 5th, 2013

Making an investment through a Self-Directed IRA LLC can be done in a few easy steps: 1. Set up a Self-Directed Roth IRA LLC. With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Self-Directed Roth IRA LLC. We provide the following all for one low [...]

June 3rd, 2013

IRA Financial Group, the leading provider of self directed Roth IRA LLC structures announces the introduction of its stretch self directed Roth IRA. Unlike the original Roth IRA owner, a non-spousal beneficiary of a Roth IRA is required to take minimum distributions over his or her life expectancy. Note – a spousal beneficiary of a [...]

May 30th, 2013

Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA attorneys have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax [...]

May 10th, 2013

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 [...]

April 25th, 2013

For no tax or penalty to apply on distributions of Roth IRA funds, two things need to happen. The Roth IRA holder must be over the age of 591/2, AND The Roth IRA account must have been opened for at least 5 years. For more information on the self-directed Roth IRA LLC, please contact a [...]

April 25th, 2013

Converted IRA funds withdrawn before age 59 ½ are never subject to income tax. However, they will be subject to the 10% penalty for early distributions (unless another exception applies) if they have been in a Roth IRA for less than five years. Each conversion starts its own 5-year clock and the converted amounts are [...]