If I Did a Roth IRA conversion, do I still have to pay tax on the Roth IRA...
Converted IRA funds withdrawn before age 59 ½ are never subject to income tax. However, they will be subject to the 10% penalty for early distributions (unless another exception applies) if they have...
View ArticleIf I did a Roth IRA conversion and am over 591/2, what facts have to be...
For no tax or penalty to apply on distributions of Roth IRA funds, two things need to happen. The Roth IRA holder must be over the age of 591/2, AND The Roth IRA account must have been opened for at...
View ArticleSelf-Directed Roth IRA Tax Strategies
Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA...
View ArticleFree Webinar on Retirement Tax Planning Opportunities for 2013 & Beyond on...
IRA Financial Group, the leading facilitator of Self-Directed IRA LLC and Solo 401(k) Plans, announces a new free webinar as part of its educational series on the area of tax planning opportunities...
View ArticleSelf-Directed Roth IRA Tax Strategies
Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA...
View ArticleThe New Stretch Self-Directed Roth IRA LLC
IRA Financial Group, the leading provider of self directed Roth IRA LLC structures announces the introduction of its stretch self directed Roth IRA. Unlike the original Roth IRA owner, a non-spousal...
View ArticleHow a Self-Directed Roth IRA Works
Making an investment through a Self-Directed IRA LLC can be done in a few easy steps: 1. Set up a Self-Directed Roth IRA LLC. With IRA Financial Group, you no longer have to spend $2000 to $5,000 or...
View ArticleRetirement Investors Looking to Purchase Farmland with their Self-Directed...
IRA Financial Group, the leading provider of Self-Directed IRA LLC solutions, reports an increased interest in investors looking to purchase farmland with their retirement funds. “Investors are...
View ArticleRolling Over Your Retirement Plan to a Self-Directed Roth IRA
IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax...
View ArticleHow to Fund a Self-Directed IRA LLC 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 ArticleAdvantages of Converting to a Roth IRA
The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may...
View ArticleEstate Planning Opportunities with a Self-Directed Roth IRA LLC
In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a...
View ArticleSELF-DIRECTED ROTH IRA INVESTMENT TAX STRATEGIES
Using a Self Directed Roth IRA LLC presents a number of exciting tax planning opportunities. The primary advantage of using a Self Directed Roth IRA LLC to make investments is that all income and gains...
View ArticleThe Self-Directed IRA LLC Asset Protection Plan
IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC structures announces the introduction of the “Self-Directed IRA LLC 401(k) Asset Protection Plan.” The...
View ArticleThe Self-Directed Roth IRA LLC – How it Works
Making an investment through a Self-Directed Roth IRA LLC can be done in a few easy steps: 1. Set up a Self-Directed Roth IRA LLC. With IRA Financial Group, you no longer have to spend $2000 to $5,000...
View ArticleThe Self Directed IRA LLC Operating Agreement
The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self...
View ArticleAdvantages of Converting a Traditional IRA to a Self-Directed Roth IRA LLC
The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may...
View ArticleBuying Real Estate with Your IRA Financial Group, Self-Directed IRA/LLC or...
It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC or Solo 401(k) for investments in real estate, your profits are tax-deferred...
View ArticleSelf-Directed Roth IRA Investors Looking to Take Advantage of Hot IPO Market
Investors using a self-directed Roth IRA to generate tax-free gains on IPOs, such as Twitter IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions has...
View ArticleHow to Transfer a SEP IRA to a Self-Directed IRA
Individuals may generally transfer IRA or rollover eligible qualified retirement plan assets into a self-directed IRA LLC structure. Individuals may also roll over after-tax retirement funds to a Roth...
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