Administering the Solo 401(k) Plan – The IRS Form 5500-EZ
In general, the solo 401(k) plan is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset exceeds $250,000, as of December 31 of...
View ArticleHow Do You Set Up a SEP IRA?
A SEP is established by adopting a SEP agreement and having eligible employees establish SEP-IRAs. There are three basic steps in setting up a SEP, all of which must be satisfied. A formal written...
View ArticleSelf-Directed IRA Investors Continue to Focus Their Investments into Real...
Sun-drenched states like Arizona, California and Florida continue to be popular investment markets for self-directed IRA real estate investors IRA Financial Group, the leading provider of self-directed...
View ArticleAm I subject to UBTI Tax on Unrelated Debt Financed Income in a Solo 401(k)...
No. Unlike a Self Directed IRA LLC, when a Solo 401K Plan uses nonrecourse leverage to purchase real estate that is leveraged, it is exempt from paying any Unrelated Business Taxable Income (UBTI) tax...
View ArticleFunding a Self-Directed IRA with a Traditional IRA Rollover
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...
View ArticleSelf-Directed IRA Real Estate Buyers Using Airbnb to Generate Returns with...
Self-Directed IRA investors using vacation rental websites to generate strong returns. IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions, has seen a surge...
View ArticleUsing Your IRA to Buy Real Estate
A Real Estate IRA LLC is generally also referred to as a Self Directed IRA LLC with “Checkbook Control”. A Real Estate IRA LLC or Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax...
View ArticleIRS 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...
View ArticleCUSTOMIZED 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...
View ArticleSelf-Directed IRA Investors With Cash Helping To Spur Real Estate Market
Real estate IRA investors with cash and wealthy foreigners making up a bigger percentage of real estate buyers than first-time home buyers IRA Financial Group, the leading provider of self-directed IRA...
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