Archive for the ‘Self Directed IRA Rollover’ Category

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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IRA Financial Group Introduces No Tax Self-Directed IRA Rollover Program for Real Estate Investors

September 11th, 2014

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solution announces a tax-free Self-Directed IRA Rollover solution for real estate investors with IRA or 401(k) funds. The self-directed IRA rollover solution allows retirement investors to rollover their pre-tax and after-tax IRA or 401(k) funds into a real estate IRA solution. “Our Self-Directed […]

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IRA Financial Group Announces The New Self-Directed IRA Real Estate Rollover Program

August 27th, 2014

Self-Directed IRA rollover program will allow investors to rollover existing retirement funds to buy real estate without tax IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions announces the introduction of its self directed IRA rollover program for real estate investors. The newly designed self-directed IRA rollover program for real estate […]

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IRA Financial Group Announces That Real Estate IRA LLC Can Be Funded By Rollover of 401(k) Plan and IRA Funds from All Major Financial Institutions

May 21st, 2014

Employer 401(k) Plan funds can be rolled over to IRA Financial Group’s Self-Directed IRA LLC without tax or penalty IRA Financial Group, the leading provider of self-directed IRA LLC “checkbook control” solutions announces that it will accept rollover of 401(k) plans, 403(b), 457(b) retirement funds into it’s self-directed IRA real estate solution. The real estate […]

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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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How to Convert a 401(k), 403(b), 457(b), Traditional IRA, SEP IRA, or SIMPLE IRA Retirement Plan Rollover to a Self-Directed Roth IRA

December 10th, 2013

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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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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The IRA Rollover Rules

October 3rd, 2013

Individuals may generally rollover their retirement savings between eligible defined contribution plans, defined benefit plans and pre-tax IRAs, including SEP IRAs and SIMPLE IRAs to a Self-Directed IRA. 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. Individuals may also roll over after-tax […]

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If I start a Roth IRA or rollover a Traditional IRA into a Roth IRA, is there any holding period requirement before being permitted to take tax-free distributions?

October 1st, 2013

Generally, distributions from a designated Roth account are excluded from gross income if they are (1) made after the employee attains age 59 1/2 , (2) “attributable to” the employee being “disabled,” or (3) made to the employee’s beneficiary or estate after the employee’s death. However, the exclusion is denied if the distribution occurs within […]

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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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