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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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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Penalties for Engaging in an IRA Prohibited Transaction with a Self-Directed IRA LLC

August 28th, 2013

In general, the penalty under Internal Revenue Code Section 4975 generally starts out at 15% for most type of retirement plans; however, the penalty is harsher for self-directed IRAs. IRA Holder or IRA Beneficiary Engages in a Prohibited Transaction Under IRC 4975 When a self-directed IRA or Roth IRA holder (owner) or beneficiary is involved […]

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Self-Directed IRAs Offering New Funding Opportunities for Entrepreneurs

August 15th, 2013

 Start-up Entrepreneurs using IRA and 401(k) Plan funds of family members and friends to help fund new start-up business opportunities. IRA Financial Group, the leading provider of “checkbook control” self directed IRA and Solo 401(k) Plans has announced the finding of it’s internal client report which shows that a large number of entrepreneurs seeking funding […]

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Using a Loan With a Self-Directed IRA to Make an Investment

August 13th, 2013

The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using retirement funds […]

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Self Directed IRA Rules

March 8th, 2012

Self-Directed IRA are generally permitted to engage in most types of investments, however, if a Self Directed IRA engages in certain types of “prohibited transactions” or invests in life insurance or collectibles you may jeopardize the tax-deferred status of your IRA account. This could lead to the disqualification of the IRA and severe tax consequences. Therefore, it […]

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The Self-Directed IRA Disqualified Person Rules

March 1st, 2012

When making investing using retirement funds, it is important to understand the prohibited transaction rules. The IRS and the Internal Revenue Code do not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of […]

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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 […]

Read More →




Using a Loan With a Self Directed IRA to Make an Investment

January 17th, 2012

The self directed IRA is a retirement solution that will unlock a world of investment opportunities. The self directed IRA is a retirement investment vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using […]

Read More →




Using a Loan With a Self Directed IRA to Make an Investment

November 18th, 2011

The self directed IRA is a retirement solution that will unlock a world of investment opportunities. The self directed IRA is a retirement investment vehicle that allows one to use their retirement funds to make traditional as well as non-traditional investments, such as real estate tax-free and without custodian consent. In most instances, investors using […]

Read More →