Rolling Over an IRA
Individuals may generally rollover their retirement savings between eligible defined contribution plans, defined benefit plans and pre-tax IRAs, including SEP IRAs and SIMPLE IRAs to a Self-Directed...
View ArticleHow is UDFI Calculated with a Self-Directed IRA Asset?
A Self-Directed IRA allows you to invest in alternate investments such as real estate. Property is debt-financed if it is held for the production of income, its use is not substantially related to the...
View ArticleRules for the Real Estate IRA Structure
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...
View ArticleWhat is Considered a Disqualified Transaction with an IRA?
Under Internal Revenue Code Section 408, the acquisition by an IRA or an individually-directed account under a qualified retirement plan of any collectible is treated as a distribution from the IRA or...
View ArticleThings to Know About the Self-Directed IRA
This article recently appeared at usnews.com by contributor Rebecca Lake: Investing in an individual retirement account is an effective way to supplement savings in a 401(k) or another...
View ArticleCan You Have Both a Traditional IRA and Roth IRA in One Self-Directed IRA LLC?
Yes – you may have a Traditional IRA and Roth IRA account as members of your Self Directed IRA LLC. Note: you should keep separate records for each account as the distribution and tax rules are...
View ArticleWhat’s the Difference Between a Self-Directed IRA with Checkbook Control and...
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...
View ArticleHow You Can Use a Loan with Your Self Directed IRA to Invest
The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement...
View ArticleThe Unrelated Business Taxable Income Rule And Flipping Real Estate With IRA...
Since the creation of individual retirement accounts (“IRAs”) the Internal Revenue Service (“IRS”) has always permitted an IRA or other retirement account to purchase, hold, or flip real estate. In...
View ArticleWhy Choose IRA Financial Trust as Your Self-Directed IRA Custodian
The IRA Financial Trust Difference The IRA Financial Trust Company was founded by tax attorneys who worked at some of the largest law firms in the world, including White & Case LLP and Dewey and...
View ArticleWill Unconventional Assets Doom Your Retirement Or Save It?
Here’s an article written by Forbes.com contributor Ashlea Ebeling about alternate investing in a Self-Directed IRA: At least half a million retirement accounts – worth $50 billion – hold...
View ArticleDo You Need a Special Custodian to Make Self-Directed IRA Investments?
Pursuant to Section 408 of the Internal Revenue Code, an IRA must be established by a bank, financial institution, or authorized trust company. Thus, a bank such as Wells Fargo, financial institution...
View ArticleSome Helpful Tips For Investing In Real Estate Using Retirement Funds
This article originally appeared on Forbes.com and was written by our own Adam Bergman – Shutterstock Most people mistakenly believe that their retirement accounts must be invested in traditional...
View ArticleIRA Financial Group Introduces New Bitcoin Self-Directed IRA with Checkbook...
Bitcoin self-directed IRA LLC will allow for tax-free treatment on bitcoin transactions using retirement funds IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans...
View ArticleWhat Exactly is Unrelated Business Taxable Income?
The tax advantage of an IRA is that income is tax-free until distributed. In general, an exempt organization is not taxed on its income from an activity that is substantially related to the charitable,...
View ArticleCan You Get a Mortgage on a Piece of Property with a Self Directed IRA?
Yes. The mortgage would need to be a non-recourse type of loan. With a nonrecourse loan, if your Self-Directed IRA fails to make the payments, the only recourse the lender has is the property itself....
View ArticleHow to Purchase Real Estate with a Self Directed Roth IRA LLC
As Home Prices Rise, Flippers Make a Comeback “This is a great time to be in the house-flipping business” -Wall Street Journal, December 28th, 2016 Please click here to read the article. Most people...
View ArticleLearn How to Use ROBS with Your IRA Funds to Start A Business
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...
View ArticleNew Ruling Expected to Increase Popularity of DISC Roth IRA Tax Strategy
Appeals Court in Summa Holdings affirmed use of having commissions from domestic international sales corporation go to Roth IRA IRA Financial Group, the leading provider of self-directed IRA retirement...
View ArticleWhat Types of Alternate Investments Can You Make with a Self-Directed IRA?
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...
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