How to Contribute to a Self Directed Roth IRA

June 6th, 2018

A taxpayer’s contributions to Self-Directed Roth IRAs during any year may not exceed a dollar ceiling (or, if less, the taxpayer’s compensation income), reduced by deductible contributions for the year to traditional IRAs. For years after 2012, the dollar ceiling will be $5,500. For years after 2002, the ceiling is raised by $1,000 for individuals […]

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What To Know Before Purchasing Cryptocurrencies With Retirement Funds

December 22nd, 2017

Here’s another piece, written by Adam Bergman, that originally appeared on Forbes.com – With the value of Bitcoins and many other cryptocurrencies flying high in 2017, many investors have looked to take advantage of this trend and own cryptocurrencies in tax-advantaged retirement plans, such as a Self-Directed IRA or Solo 401(k) Plan.  This article will […]

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IRA Financial Group Announces List of Most Popular Investments for Self-Directed IRA Clients For September 2017

October 5th, 2017

Cryptocurrency and real estate were the two most popular self-directed IRA investments for September 2017 IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC and Solo 401(k) plan solutions, announces the top three most popular self-directed IRA investments for clients for September 2017, which were cryptocurrency, real estate, and hard-money lending. “In […]

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Self-Directed Roth IRA Advantages

August 11th, 2017

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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How to Invest in Tax Liens with Your IRA Funds

August 3rd, 2017

It’s a little-known fact that tax liens can be purchased with retirement account funds. By Self-Directing your IRA LLC investments into tax liens, your profits are tax-deferred back into your retirement account. More importantly, if you have full checkbook control over your Self-Directed IRA, the purchases can be made on the spot as fast as […]

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Hard Money Loans for Real Estate Investors Becoming Hot Investment Option for Self-Directed IRA Investors in 2017

June 21st, 2017

Significant demand for hard money financing from real estate developers attracting self-directed IRA real estate investors IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the findings of an internal report that shows that hard money lending for real estate has become a popular investment option for self-directed IRA investors. The IRS […]

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Real Estate Flipping Becoming Attractive Investment Option for Self-Directed IRA Investors in 2017

May 11th, 2017

Significant pricing opportunities in real estate market attracting self-directed IRA real estate investors in 2017. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the findings of an internal report that shows a recent trend in self-directed real estate IRA investors turning to real estate flipping transactions as an investment option in […]

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Tax Filing Tips To Save On Taxes And Boost IRA Savings

March 29th, 2017

Here’s an article that originally appeared on Forbes – With the individual tax-filing deadline date of April 18, 2017 for the 2016 taxable year quickly approaching, reviewing some of the ways one can save taxes as well as boost his or her retirement savings is always helpful.  Below are a few ways one can use […]

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Your Self-Directed IRA Custodian Fees May Be Tax Deductible

February 24th, 2017

Unbeknownst to many retirement account holders, payment of individual retirement account (“IRA”) custodian/trustee fees is generally tax-deductible.  Under Internal Revenue Service (“IRS”) rules, in place of the standard deduction, one can deduct certain expenses as miscellaneous itemized deductions on Schedule A (Form 1040 or Form 1040NR). One can only claim the amount of expenses that […]

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Understanding Your Options When Inheriting An IRA From A Non-Spouse

February 1st, 2017

Here’s another article from Adam Bergman that originally appeared on Forbes.com – Unfortunately, the Internal Revenue Service (“IRS”) does not allow you to keep retirement funds in your account indefinitely. The required minimum distribution rules (“RMD”) were created in order to guarantee the flow of IRA funds into the federal income tax system as well […]

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