Using a Nonrecourse Loan and a Solo 401K Plan
Note – only nonrecourse leverage can be used when acquiring property by a 401K or Solo 401K Plan
View ArticleCan I Borrow Money to Buy Real Estate with a Solo 401K?
For a 401(k) or Solo 401K Plan to satisfy the exemption under Internal Revenue Code Section 514, the price paid by the 401K plan for the property or improvement must be fixed when the property is...
View ArticleDoes a Short Sale With a Self-Directed IRA LLC Trigger an IRS Prohibited...
When it comes to making investments with a self-directed IRA LLC, the IRS generally does not tell you what you can invest in, only what you cannot invest in. The types of investments that are not...
View ArticleHow to Calculate Tax on Using Nonrecourse Loan with a Self-Directed IRA
IRS Form 990-T, specifically Schedule E, is the tax form where a charitable organization of retirement account, such as an IRA or Roth IRA would report income that would be subject to the Unrelated...
View ArticleHow to Use a Solo 401(k) Loan to Invest
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...
View ArticleHow to Use a Loan with a Self Directed IRA to Make an Investment
The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement...
View ArticleChoosing a Solo 401k Plan v. a SEP IRA
A Solo 401(k) Plan is an IRS approved retirement plan, which is suited for business owners who do not have any employees, other than themselves and perhaps their spouse. The “one-participant 401(k)...
View ArticleReal Estate Investors Taking Advantage of Tax-Free Financing Options With IRA...
Real Estate Solo 401(k) Plan allows real estate investors to use nonrecourse financing to purchase real estate without tax or penalty IRA Financial Group, the leading provider of self-directed Solo...
View ArticleWhat does UDFI Mean?
UDFI stands for Unrelated Debt-Financed Income. Internal Revenue Code Section 514 requires debt-financed income to be included in unrelated business taxable income. It was enacted in 1969 for reasons...
View ArticleHow to Use a Loan with a Self Directed IRA to Invest
The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement...
View ArticleInvesting with a Solo 401k Loan
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...
View ArticleMaking Investments with a Solo 401(k) Loan
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...
View ArticleUDFI And Using A 401(k) Plan To Buy Real Estate
One of the advantages of using retirement funds, such as a Solo 401(k) plan, to make investments is that, in most cases, all income and gains from the investment will flow back to the 401(k) plan...
View ArticleHow to Use a Self-Directed 401k 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...
View ArticleWhy Use a Solo 401k to Invest in Real Estate
Advantages of Using a Solo 401(k) to Purchase Real Estate Income or gains generated by a 401(k) Plan generate tax-deferred/tax-free profits. Using a Solo 401(k) Plan to purchase real estate allows the...
View ArticleIs a Solo 401k Plan Subject to UDFI?
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 on...
View ArticleHow to Utilize a Solo 401(k) Loan to Invest
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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5 Reasons Why Every Self-Employed Individual Should Establish a Solo 401(k) Plan
A Solo 401(k) plan is not a new type of retirement plan. It is a traditional 401(k) plan covering only one employee. In general, in order to be eligible to establish a solo 401(K) plan, one must be...
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What does UDFI Mean?
UDFI stands for Unrelated Debt-Financed Income. Internal Revenue Code Section 514 requires debt-financed income to be included in unrelated business taxable income. It was enacted in 1969 for reasons...
View ArticleClik here to view.
How to Use a Loan with a Self Directed IRA to Invest
The Self-Directed IRA is a retirement solution that will unlock a world of investment opportunities. The Self-Directed IRA is a retirement investment vehicle that allows one to use their retirement...
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