Archive for the ‘Roth IRA Conversion’ Category

Why You Should Wait to Convert to a Roth IRA

December 7th, 2016

Nearly every December, one of the more common questions directed at tax professionals is whether one should convert their pre-tax IRA to a Roth IRA.  There is generally no wrong or right answer, but much of the analysis tends to involve the value of the account being converted and the tax rate the taxpayer would […]

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Converting Your Retirement Plan to a Self-Directed Roth IRA

February 11th, 2016

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]

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Should You Convert to a Roth IRA?

December 9th, 2015

The consensus view is that the Roth conversion route should be considered by taxpayers who: have a number of years to go before retirement (and are therefore able to recoup the dollars that are lost to taxes on account of the conversion); anticipate being taxed in a higher bracket in the future than they are […]

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Tax Strategies for Your Self Directed Roth IRA

October 21st, 2015

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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Planning Your Estate with a Self-Directed Roth IRA

September 23rd, 2015

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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Slide in Stock Market Creating Roth Conversion Opportunities for Self-Directed IRA Investors

August 26th, 2015

Self-Directed Roth IRA offering tax-planning opportunities for depressed stock holding. IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC solutions, has seen demand from investors looking to take advantage of Roth IRA conversion opportunities as a result of a depressed stock market. With the S&P 500 & Dow Jones in negative territory […]

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Advantages of Converting to a Self Directed Roth IRA

June 9th, 2015

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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All About the Self Directed Roth IRA LLC

January 14th, 2015

Use your retirement funds to invest in real estate, precious metals, private businesses and much more tax-free! The Self-Directed Roth IRA Structure has been in use for some 35 years. The Tax Court and the IRS have firmly established that the funding of a new entity by an IRA for self-directing assets was a permitted […]

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The Advantages of the Self-Directed Roth IRA

August 6th, 2014

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 unlike traditional IRAs, you are generally not subject to any tax upon […]

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IRA Financial Group Introduces Tax-Free Solution For Investing in Real Estate – The Self-Directed Roth IRA

May 13th, 2014

Self-Directed Roth IRA LLC real estate solution allows for tax-free real estate investing IRA Financial Group, the leading provider of self-directed Roth IRA LLC solutions introduces an IRS approved solution for investing in real estate tax-free with retirement funds. IRA Financial Group’s “checkbook control” self directed Roth IRA LLC offers one the ability to use […]

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