Archive for the ‘Self Directed IRA LLC’ Category

Use Of LLCs By Self-Directed IRA Real Estate Investors Grow In Popularity

May 25th, 2018

Here’s a recent article from our own Adam Bergman that originally appeared on – Wyoming passed the first limited liability company (“LLC”) statute in 1977 creating a new entity type that combined the benefits of corporate limited liability protection with the pass-through tax treatment of a partnership. The IRS blessed the LLC concept some […]

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Self Directed IRA Definition

February 26th, 2014

Get full control of your retirement funds and unlock a world of investment opportunities with IRA Financial Group’s self-directed IRA LLC with checkbook control. Protect and Better Diversify your Retirement Funds from a Wall Street Meltdown or Inflation risk with a Self-Directed IRA LLC. Are you missing out on valuable investment opportunities, such as real […]

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IRA Financial Group Reviews – The Best Option for a Self-Directed IRA LLC

January 15th, 2014

IRA Financial Group is the market’s leading provider of self-directed IRA LLC solutions.  This blog will offer reviews of how one can best make use of a self-directed IRA LLC. With IRA Financial Group’s Self-Directed IRA LLC, a special purpose limited liability company (“LLC”) is created which is owned 100% by the IRA and managed […]

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How to Fund a Self-Directed IRA With a Traditional IRA Rollover

January 8th, 2014

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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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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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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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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Using a Self-Directed Roth IRA to Purchase Real Estate

October 28th, 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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October 24th, 2013

With a Self Directed IRA LLC, you as the manager of the LLC, will have “checkbook control” over the funds allowing you to make Self Directed IRA investments by simply writing a check. Along with “checkbook control”, there are a number of advantages of using an LLC to make an investment using your Self Directed […]

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