Using a Self-Directed IRA to Flip Homes Tax Free

June 27th, 2014

Since the creation of IRAs back in the early 1970s, the IRS has always permitted an IRA to purchase, hold, or flip real estate.   In fact, it states it right on the IRS website. By using a Self-Directed IRA to buy real estate, you will be able to purchase raw land, domestic or foreign […]

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Funding a Self-Directed IRA with a Traditional IRA Rollover

June 13th, 2014

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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How Do You Set Up a SEP IRA?

June 10th, 2014

A SEP is established by adopting a SEP agreement and having eligible employees establish SEP-IRAs. There are three basic steps in setting up a SEP, all of which must be satisfied. A formal written agreement must be executed. This written agreement may be satisfied by adopting an Internal Revenue Service (IRS) model SEP using Form […]

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Administering the Solo 401(k) Plan – The IRS Form 5500-EZ

June 9th, 2014

In general, the solo 401(k) plan is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset exceeds $250,000, as of December 31 of the previous year. If your solo 401(k) plan assets exceed $250,000 as of 12/31 of the previous year, you will need to […]

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The Advantages of Checkbook Control vs. Custodial Control

June 4th, 2014

Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company (“LLC”) is established that is […]

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The Self-Directed IRA and UBTI Rules

June 2nd, 2014

In general, when it comes to using a Self Directed IRA to make investments most investments are exempt from federal income tax. This is because an IRA is exempt from tax pursuant to Internal Revenue Code 408 and Section 512 of the Internal Revenue Codes exempt most forms of investment income generated by an IRA […]

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What Exactly is a Self-Directed IRA?

May 28th, 2014

Get full control of your retirement funds and unlock a world of investment opportunities with IRA Financial Group’s self-directed IRA LLC with checkbook control. Protect and Better Diversify your Retirement Funds from a Wall Street Meltdown or Inflation risk with a Self-Directed IRA LLC. Are you missing out on valuable investment opportunities, such as real […]

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What Exactly is a Solo 401(k) Plan?

May 27th, 2014

401k plans are defined in the Internal Revenue Code (Section 401) as retirement savings trusts. A 401(k) Plan is an IRS approved qualified retirement plan. As the name implies, the Solo 401(k) plan is an IRS approved qualified 401(k) plan designed for a self-employed individual or the sole owner-employee of a corporation. It works best […]

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