Before using a Self-Directed IRA to invest in a new or existing business, you should be wary of the IRS rules and other alternatives available.
Each year, the IRS sets the Self-Directed IRA contribution limits. This is the maximum amount you may directly contribute to your plan annually.
Each year, the IRS sets the Solo 401(k) contribution limits. This is the maximum amount you may directly contribute to your plan annually.
Saving for retirement is a lifelong journey, one that requires unique strategies at each stage of life. Learn how to save no matter your age.
There are several provisions from SECURE Act 2.0 that have impacted the controlled group rules for Solo 401(k) plans.
Discount valuations in Family Limited Partnerships offer significant tax advantages by reducing the taxable value of transferred interests.
Discover the 2025 401(k) and IRA contribution limits, including updates on annual maximums, catch-up contributions, and strategies to maximize retirement savings.
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
One should consider the IRS prohibited transaction rules, the UBTI tax rules, and how best to structure the investment.
Learn the rules of the Solo 401(k) if you have a single member LLC.
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IRA Financial Group
5109 S Broadband Lane
Sioux Falls, SD 57108-2208
