Self-Directed IRA Investors Now Turning to Master Limited Partnerships in Growing Numbers

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IRA Financial Group Clients are using self-directed IRAs to make master limited partnership investments in oil and gas assets.

MLP Self Directed IRA Investment Oppportunity

Our clients have been able to use their IRA funds to generate high tax-free returns through MLP investments

IRA Financial Group, the leader in self-directed IRA LLC solutions, reports a growing number of clients looking to use their retirement funds to make investments in master limited partnerships, often referred to as MLPs. MLPs are typically limited partnerships that are publicly traded on a U.S. securities exchange. MLP have become popular over the last few years because their yield can be much higher than other investments and cash-flows are only taxed once, at the investor level. “Our clients have been able to use their IRA funds to generate high tax-free returns through MLP investments,” stated Adam Bergman, a tax attorney with the IRA Financial Group. A number of MLP investors are hoping to make MLP investments with self directed IRA funds in order to take advantage of the strong worldwide energy demand. “A number of MLPs are in the pipeline business, which may protect them somewhat from the energy industry's volatility,” stated Mr. Bergman.

Even though the tax advantages offered by the MLP are not as attractive for a retirement account, a high number of self directed IRA investors are seeking to invest in MLPs to generate higher returns for their retirement funds.

A Self-Directed IRA, also called a Self-Directed IRA LLC with checkbook control, is an IRS approved structure that allows one to use their retirement funds to make real estate and other investments tax-free and without custodian consent. IRA Financial Group’s Self-Directed IRA involves the establishment of a limited liability company (“LLC”) that is owned by the IRA (care of the IRA custodian) and managed by the IRA holder or any third-party. As manager of the IRA LLC, the IRA holder will have control over the IRA assets to make investments, like MLPs and not just investments forced upon you by Wall Street.

With a self directed IRA with checkbook control established through IRA Financial Group, an investor is able to use retirement funds to make MLP investments penalty free. Some investors have also used Roth IRA funds to make MLP investments so that any future distribution of investment gains will be tax-free.

Each self-directed IRA client of the IRA Financial Group is assigned a tax attorney to establish his or her self-directed IRA LLC. “Our tax attorneys are well verse on the unrelated business taxable income rules which could be triggered making MLP investments with retirement funds,” stated Scott Krokoff, a tax attorney with the IRA Financial Group.

IRA Financial Group has helped a number of its clients effectively establish self directed IRA and self directed Roth IRA solutions to make tax efficient MLP investments.
The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP and Dewey & LeBoeuf LLP.

IRA Financial Group is the market’s leading “Checkbook Control” Self Directed IRA and Solo 401k Plan Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate tax-free and without custodian consent!

To learn more about the IRA Financial Group please visit our website at or call 800-472-0646.

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Jaclyn Baily
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