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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Why You Need a Self DIrected IRA!

April 29th, 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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The Advantages of a Self-Directed Roth IRA LLC

April 15th, 2014

There are many advantages of using a Self-Directed Roth IRA LLC including: Tax-Free Investing: The primary advantage of using a Self-Directed Roth IRA LLC to make investments is that all income and gains associated with the Roth IRA investment grow tax-free and will not be subject to tax upon withdrawal or distribution. This is because […]

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Tax Strategies for a Roth IRA

April 10th, 2014

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 professionals have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax […]

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New IRA Rollover Case (Bobrow v. Commissioner) Will Not Impact Most IRA Holders

April 7th, 2014

There are generally two ways of moving IRA funds from one IRA account to another IRA account – an IRA transfer or an indirect rollover.  An IRA transfer is generally accomplished by moving IRA funds from one IRA custodian (bank) to another IRA custodian. The funds are never sent to the individual IRA holder.  Whereas, […]

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Reaction to New IRA Rollover Case Is Overblown In Light of Retirement Industry Practice

April 4th, 2014

The retirement industry and IRS were generally in agreement that the one indirect rollover rule per 12-month period applies to all IRAs in the aggregate, even if IRS Publication 590 seem to state otherwise For most people, IRS Publication 590 is the bible when it comes to understanding rules surrounding individual retirement accounts (IRAs) and […]

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Advantages of Using a Self Directed Real Estate IRA

April 3rd, 2014

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed IRA LLC are fully permissible under the Employee Retirement Income Security […]

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Business Funding With Your Retirement Funds

March 14th, 2014

Our dismal economy has left many individuals without jobs due to layoffs, downsizing, corporate bankruptcies and myriad other unhappy events. Even the companies that are hiring have the advantage of choosing from an extremely wide range of qualified candidates resulting in lower wages and salaries.  With these limited options, many individuals are leaving the uncertainty […]

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