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Asset Protection for Your Solo 401(k)

RETIREMENT accounts have become many Americans’ most valuable assets. That means it is vital that you have the ability to protect them from creditors, such as people who have won lawsuits against you....

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Funding a Solo 401(k) With Other Retirement Plans

An individual who adopts a Solo 401(k) Plan may generally fund the Solo 401(k) Plan using two methods – the rollover process or by direct contribution. Most Solo 401(k) Plan documents will allow for...

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The Advantages of the Self Directed Roth IRA LLC Structure

Use your retirement funds to invest in real estate, precious metals, private businesses and much more tax-free! The Self-Directed Roth IRA Structure has been in use for some 35 years. The Tax Court and...

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How a Self-Directed IRA LLC Works

Making an investment through a Self-Directed IRA LLC can be done in a few easy steps: 1. Set up a Self-Directed IRA LLC. With IRA Financial Group, you no longer have to spend $2,000 to $5,000 or more...

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Calculating Tax on Unrelated Debt Financed Income from IRA Investments

When a tax-exempt organization like an IRA or charity borrows money for a transaction on a nonrecourse basis, the IRA or charity must complete IRS Form 990-T and Schedule E and report the income, as...

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How to Use a Solo 401(k) Loan to Make an Investment

When it comes to using retirement funds, such as a Solo 401K Plan, to make investments, the question arises whether a Solo 401K Plan can utilize a loan as part of the transaction. The IRS has always...

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The Advantages of Checkbook Control vs. Custodial Control

Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need...

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IRS Rules and Guidelines Concerning a Solo 401(k)

The “Solo 401K plan” is an IRS approved type of qualified plan , which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant...

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CUSTOMIZED SELF DIRECTED IRA LLC CHECKBOOK CONTROL STRUCTURES FOR ALL 50 STATES

There are hundreds of thousands of Self Directed IRA accounts in the United States. In the last several years, the number of Self Directed IRA accounts has grown drastically. The Self Directed IRA LLC...

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Advantages of Using a Self Directed Real Estate IRA

Most people mistakenly believe that their 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...

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