“Checkbook Control” Self-Directed IRA LLC Can Save Retirement Investors Thousands of Dollars in IRA Custodian Fees Over the Years

September 26th, 2013

Establishing a “checkbook control” IRA LLC will save thousands of dollars vs. a full-service custodian over the long run. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and Solo 401(k) Plans announces the result of its internal report which highlights the fee benefits involved in establishing a checkbook control IRA LLC solution […]

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The Self Directed Roth IRA LLC

September 13th, 2013

The Self-Directed Roth IRA LLC structure was affirmed in the Tax Court case Swanson v. Commissioner , 106 T.C. 76 (1996), and further confirmed by the IRS in Field Service Advisory (FSA) 200128011 (April 6, 2001) . The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion […]

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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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Self-Directed SEP IRA LLC Solution

May 14th, 2012

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 off (i) 25% of compensation, or $50,000 for 2012. However, special rules apply when figuring out the maximum […]

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The Self-Directed Roth IRA LLC

February 1st, 2012

The Self-Directed Roth IRA LLC structure was affirmed in the Tax Court case Swanson v. Commissioner , 106 T.C. 76 (1996), and further confirmed by the IRS in Field Service Advisory (FSA) 200128011 (April 6, 2001) . The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion […]

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The Self-Directed IRA LLC With Checkbook Control

November 9th, 2011

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self Directed IRA LLC you […]

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All About Self Directed IRA LLC

October 7th, 2011

A Self Directed IRA LLC is a type of IRA that allows the IRA holder (you) to gain control over your retirement funds so you have the ability to self-direct the type investments that you want to make using your retirement funds. With a traditional Self Directed IRA, you as the IRA holder have the […]

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How Much can I Contribute to my Self Directed IRA

September 6th, 2011

An individual retirement account is a trust or custodial account set up in the United States for the exclusive benefit of you or your beneficiaries. The account is created by a written document. When it comes to determining the degree of control one has over his or her retirement funds, the use of a special […]

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Take Control of your Retirement Funds with a Self Directed IRA with Checkbook Control

September 6th, 2011

Tired of being forced to invest your hard earned retirement funds in the stock market?   Weary of allocating all your retirement funds in the hands of Wall Street?  Then the self directed IRA with checkbook control is your solution. A self directed IRA LLC is a type of IRA that allows the IRA holder (you) […]

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Is the Self Directed Roth IRA the Same as a Self Directed IRA?

August 26th, 2011

A self directed Roth IRA LLC structure is a retirement investment solution that will allow one to use their Roth IRA funds to make real estate and other investments tax-free and without custodian consent.  The structure is established much the same way as a regular self directed IRA with checkbook control structure except in the […]

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