Rick Siskey Fraud Case Shows Why This Type of Retirement Account Can Be a Red...
Here’s a recent article from the Charlotte Observer speaking about the pitfalls of fraud with Self-Directed IRAs. – The unraveling of an alleged Ponzi scheme run by Charlotte businessman Rick Siskey...
View ArticleCan You Use an IRA to Flip Houses?
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...
View ArticleTax Treatment Of Cryptocurrencies Creating Opportunities For IRA Investors
For a growing number of investors, cryptocurrency is not only the future of money, but also an attractive and potentially profitable investment asset, though highly risky and volatile. Bitcoin has...
View ArticleWhat Determines Whether a Real Estate Transaction is Subject to UBTI?
In Mauldin v. Comr. 195 F.2d 714 (10th Cir. 1952), the court explained that there is no fixed formula or rule of thumb for determining whether property sold by a taxpayer was held by him primarily for...
View ArticleHard Money Loans for Real Estate Investors Becoming Hot Investment Option for...
Significant demand for hard money financing from real estate developers attracting self-directed IRA real estate investors IRA Financial Group, the leading provider of self-directed IRA LLC solutions,...
View ArticleSwanson Tax Case Explained
IRA Can Own 100% of a Newly Established Entity and be Managed by the IRA Holder and Not Trigger a Prohibited Transaction Swanson V. Commissioner 106 T.C. 76 (1996). The idea of using an entity owned by...
View ArticleTop Self-Directed IRA Provider – IRA Financial Group – Announces New...
New self-directed IRA prohibited transaction review service will be offered to all IRA Financial Group clients IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and...
View ArticleNew Fiduciary Rule Complicates Matters For Self-Directed IRA Private Fund...
Here’s another article from Forbes.com from our own Adam Bergman – On June 9, 2017, the Department of Labor’s (DOL) final rule meaningfully expanded when a person is deemed to be treated as a fiduciary...
View ArticleNew Podcast – How to Buy Bitcoins With a Self-Directed IRA
IRA Financial Group’s Adam Bergman discusses how to use your Self-Directed IRA to buy Bitcoins and other Cryptocurrencies, which has become a popular topic for Self-Directed retirement investors....
View ArticleIRA Financial Group Introduces New Self-Directed IRA Bitcoin Solution for...
Checkbook control self-directed IRA solution will allow individuals to trade or hold Bitcoin and other cryptocurrency directly via their IRA LLC IRA Financial Group, the leading provider of...
View ArticleCan You Invest in Options with a Self-Directed Roth IRA?
When it comes to making investments with a self-directed Roth IRA LLC, the IRS generally does not tell you what you can invest in, only what you cannot invest in. The types of investments that are not...
View ArticleWhat The Law Says About Unrelated Business Taxable Income In Non-Real Estate...
The following was written by our own Adam Bergman and appeared on Forbes.com – For many retirement account investors, understanding how the Unrelated Business Taxable Income Rules work, also known as...
View ArticleThe Unrelated Debt Finance Income (UDFI) Rules
Internal Revenue Code Section 514 requires debt-financed income to be included in unrelated business taxable income. Under Internal Revenue Code Section 514, if an exempt organization, such as a...
View ArticleWhy Should I Establish a Self-Directed IRA?
A Self-Directed IRA LLC will offer you the ability to make traditional (stocks, mutual funds) as well as non-traditional investments (real estate, precious metals, etc.) tax-free and without custodian...
View ArticleWhy the Need for a Special Custodian for Self-Directed IRAs?
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 ArticleLeading Self-Directed IRA Provider – IRA Financial Group – Sees New DOL...
Increased regulation on IRA financial advisors has lead to increased demand for self-directed IRA real estate and solo 401(k) real estate plans IRA Financial Group, the leading provider of...
View ArticleHow Long Does it Take to Set Up an IRA Financial Group Self-Directed IRA?
The IRA Financial Group will take care of setting up your entire Self Directed IRA LLC structure in a matter of days. Our in-house tax and ERISA professionals will work with you directly to customize a...
View ArticleHow to Convert an IRA to a Roth and the Advantages
Beginning in 2010, the modified Adjusted Gross Income (“AGI”) and filing status requirements for converting a Traditional IRA to a Roth IRA are eliminated. Below are some important points to consider...
View ArticleLeading Self-Directed IRA Provider Introduces New Checkbook Control IRA...
Checkbook Control Self-Directed IRA LLC option offers retirement account holders the ability to trade or hold Bitcoins and other cryptocurrency without tax IRA Financial Group, the leading provider of...
View ArticlePurchasing Tax Liens with a Self-Directed IRA LLC
It’s a little-known fact that tax liens can be purchased with retirement account funds. By Self-Directing your IRA LLC investments into tax liens, your profits are tax-deferred back into your...
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