Solo 401k CPA Service
IRA Financial Group is the only full service Solo 401(k) Plan facilitator that offers its clients the ability to consult with our in-house tax accountants and CPAs, in addition, to our tax professions....
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Calculating Tax on UDFI from IRA Investments
When a tax-exempt organization like an IRA or charity borrows money for a transaction on a nonrecourse basis, the IRA or charity must complete IRS Form 990-T and Schedule E and report the income, as...
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Beware The UBTI Rule When Investing In Real Estate With Retirement Funds
This article originally appeared on Forbes.com – Since the creation of individual retirement accounts (“IRAs”) the Internal Revenue Service (“IRS”) has always permitted an IRA or other retirement...
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Calculating Tax on UDFI from Self-Directed IRA Investments
When a tax-exempt organization like a Self-Directed IRA or charity borrows money for a transaction on a nonrecourse basis, the IRA or charity must complete IRS Form 990-T and Schedule E and report the...
View ArticleCrowdfunding IRA Investments: Self-Directed IRA
Crowdfunding IRA Over the last few years, Self-Directed IRA and solo 40(k) plan clients are using crowdfunding websites as a way to invest in small businesses. But what is crowdfunding? Crowdfunding...
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