IRA Financial Blog

Insights, strategies, and expert answers on self-directed retirement, taxes, and alternative investing.

ROBS Prohibited Transaction Rules

ROBS Prohibited Transaction Rules

What are the ROBS Prohibited Transaction Rules? The IRS-prohibited transaction rules are not triggered in a rollover business start-up (ROBS)…

Using a Self-Directed IRA for Hard Money Lending

IRA Financial, the leading provider of Self-Directed IRA LLC and Solo 401(k) Plan solutions, announces a specially designed Self-Directed IRA LLC…

Flip Homes Tax-Free with a Solo 401(k)

Since the creation of the Solo 401(k) Plan back in the early 1980s, the IRS (Internal Revenue Service) has always permitted a Solo 401(k) to…

Beginner’s Guide to Alternative Investments

Key Points Alternative investments are assets outside of traditional markets, like stocks and equities. They are less liquid than traditional…

What Is the Minimum Amount to Invest in Real Estate?

Key Points Real estate investing is the most popular one for Self-Directed IRAs Knowing how much you need makes for easier decisions IRA Financial…

SEP IRA

Self-Directed SEP IRA

The Self-Directed SEP IRA A Self-Directed SEP IRA is a great way for individuals who are self-employed to establish a retirement account.…

Can My Spouse and I Use Our IRAs for a Joint Venture?

With real estate prices rising over the last several years, a growing number of spouses are looking to figure out a way they can combine their IRA…

Audit

Do IRAs Get Audited?

Yes, your IRA can get audited by the Internal Revenue Service, and yes, you need the best audit protection for your Self-Directed IRA. So, do IRAs…

IRA-Trustee

Who can become a Self-Directed IRA Trustee?

An individual retirement account is defined under Internal Revenue Code Section 408 as a trust created or organized in the United States for the…

Solo 401(k) Tax Filing Rules

The major question to address when it comes to Solo 401(k) tax filing is: Are there any annual tax filing requirements for the plan? Since a Solo…

Can My Self-Directed IRA be an Accredited Investor?

Can My Self-Directed IRA be an Accredited Investor?

Many of the more popular investments available to Self-Directed IRA investors, in many cases, require the investor to be an accredited investor. In…

private equity

Private Equity Investments with a Solo 401k

Investing in private equity investments with a Solo 401(k) will give you the freedom to make investment decisions on your own without custodian…

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