Archive for November, 2013

The Difference Between a Traditional IRA and a Self-Directed IRA with Checkbook Control

November 26th, 2013

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 at age 59 1/2 or later (or earlier, with a 10% penalty). Many “traditional IRA” custodians advertise themselves as offering a Self Directed IRA with “checkbook control”, […]

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IRA Financial Group Introduces IRS Prohibited Transaction Consultation Services for All Self-Directed IRA Clients

November 22nd, 2013

Self Directed IRA investors can now receive expert advice on the IRA prohibited transaction rules regarding the IRS rules for making investments using retirement funds The IRA Financial Group, the leading facilitator of self-directed IRAs with checkbook control has launched a new tax consultation services called “Self-Directed & IRS Protected” aimed specifically for the self-directed […]

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Historical Low Rise in Social Security Payments to Retirees in 2014 Expected to Increase Demand for Self-Directed IRA

November 18th, 2013

Social security payments expected to rise 1.5% in January, a historically small annual adjustment that will increase need to bolster retirement savings IRA Financial Group, the leading provider of self-directed IRA LLC “checkbook control” structures expects to see an increase in demand for the self-directed IRA plan for retirees looking to supplement their social security […]

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IRA Financial Group Introduces Specialized In-House CPA Service for Checkbook IRA LLC Clients

November 14th, 2013

New expert in-house CPA tax service will be dedicated solely to assisting clients with “checkbook control” self-directed IRA on all tax and filing matters. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA structures announces the introduction of its new in-house CPA service specifically dedicated to assisting self-directed IRA clients with all IRS […]

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Self-Directed Roth IRA Investors Looking to Take Advantage of Hot IPO Market

November 12th, 2013

Investors using a self-directed Roth IRA to generate tax-free gains on IPOs, such as Twitter IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions has conducted a survey of over 300 self-directed IRA clients on the subject to hot investments for 2013 and over 65% of respondents mentioned the IPO market […]

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New Tax Court Case Confirms Validity of “Checkbook Control” Self-Directed IRA LLC Structure

November 8th, 2013

TC Memo 2013-245 confirms legality of using self-directed IRA LLC to make investments without triggering an IRS prohibited transaction The Tax Court in T.L. Ellis, TC Memo. 2013-245, Dec. 59,674(M) recently held that establishing a special purpose limited liability company (“LLC”) to make an investment did not trigger a prohibited transaction as a newly established […]

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Estate Planning Opportunities with a Self-Directed Roth IRA LLC

November 5th, 2013

In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a self-directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as […]

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