Archive for August, 2013

IRA Financial Group Introduces the Ultimate “Privacy” Self-Directed IRA

August 30th, 2013

Newly designed “Privacy” Self-Directed IRA offers retirement investors privacy and confidentiality from creditors. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC structures announces the introduction of the ultimate “Privacy” Self-Directed IRA LLC. The “Privacy” Self-Directed IRA LLC solution has been created to offer retirement investors with the ability to protect their […]

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Penalties for Engaging in an IRA Prohibited Transaction with a Self-Directed IRA LLC

August 28th, 2013

In general, the penalty under Internal Revenue Code Section 4975 generally starts out at 15% for most type of retirement plans; however, the penalty is harsher for self-directed IRAs. IRA Holder or IRA Beneficiary Engages in a Prohibited Transaction Under IRC 4975 When a self-directed IRA or Roth IRA holder (owner) or beneficiary is involved […]

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Using a Self-Directed Roth IRA to Purchase Real Estate

August 26th, 2013

Most people mistakenly believe that their Roth 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 Roth IRA LLC are fully permissible under the Employee Retirement […]

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IRA Financial Group Introduces New Tax Consultation Service Specifically for Self-Directed IRA Real Estate Investors

August 23rd, 2013

IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the introduction of its new tax consultation and advisory service specifically geared towards self-directed IRA real estate investors. “The new self-directed IRA real estate tax consultation service will be offered at no cost to our self-directed IRA clients, “ stated Susan Glass, a […]

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The SEP Self-Directed IRA LLC Solution

August 21st, 2013

What is a SEP? A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP-IRA cannot exceed the lesser of (i) 25% of compensation, or $51,000 for 2013. However, special rules apply when […]

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Advantages of Converting to a Roth IRA

August 19th, 2013

The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may contribute to a Roth IRA for as long as you continue to have earned income (for a traditional IRA – you can’t make […]

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Self-Directed IRAs Offering New Funding Opportunities for Entrepreneurs

August 15th, 2013

 Start-up Entrepreneurs using IRA and 401(k) Plan funds of family members and friends to help fund new start-up business opportunities. IRA Financial Group, the leading provider of “checkbook control” self directed IRA and Solo 401(k) Plans has announced the finding of it’s internal client report which shows that a large number of entrepreneurs seeking funding […]

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Using a Loan With a Self-Directed IRA to Make an Investment

August 13th, 2013

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 funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using retirement funds […]

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Use a Self-Directed IRA to Flip Homes Tax-Free

August 9th, 2013

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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Self-Directed Roth IRA Tax Strategies

August 8th, 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 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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