Why Use an LLC for Making Self-Directed IRA Investments?
A Limited Liability Company (LLC) is a company that has option to be taxed as a partnership, this is beneficial because the LLC won’t pay any taxes on gains, and instead it will be the owner of the LLC...
View ArticleSelf-Directed IRA Real Estate Investors Boosting U.S. Housing Market
IRA Financial Group has helped clients invest over $3 billion in retirement assets into real estate and other investments since 2010 IRA Financial Group, the leading provider of self-directed IRA...
View ArticleThe Northern Trust & IRA Financial Trust Relationship
The Northern Trust & IRA Financial Trust Relationship IRA Financial Trust has developed a business relationship with Northern Trust Company to serve as the banking custodian for all its...
View ArticleEverything You Ever Needed to Know About Self Directed IRAs
A Self-Directed IRA LLC is a type of IRA that allows the IRA holder (you) to gain control over your retirement funds so you have the ability to self-direct the type investments that you want to make...
View ArticleThe Self-Directed IRA LLC in a Nutshell
A Self-Directed IRA LLC is a type of IRA that allows the IRA holder (you) to gain control over your retirement funds so you have the ability to self-direct the type investments that you want to make...
View ArticleSelf Directed IRA Maximum Contributions
2016 IRA contribution limits still offer great retirement and tax benefits Starting on January 1, 2016 the Internal Revenue Services (“IRS”) announced that individuals seeking to making Traditional or...
View ArticleIRA Financial Group Client Survey Shows Most Popular Cities for Buying Real...
Self-Directed IRA Client Survey showed most popular cities for self-directed real estate investments in 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans,...
View ArticleIRA Financial Group Anticipates Strong Demand for Alternative Assets In Light...
Brexit Vote’s Negative Impact on World Equity Markets to increase demand for self-directed IRA for gold and real estate. IRA Financial Group, the leading provider of self-directed IRA retirement...
View ArticleTampa Ranked Top 10 for IRA Real Estate Investments
Do you live in or around Tampa? Are you looking to invest in real estate? Did you know you can use your retirement funds to invest in almost anything, including real estate, tax free? If you...
View ArticleCan You Invest in Gold with a Self Directed IRA?
Yes. Under Internal Revenue Code Section 408, the acquisition by a Self Directed IRA or an individually-directed account under a qualified retirement plan of any collectible is treated as a...
View ArticleThe IRS Prohibited Transaction Rules Explained
The Internal Revenue Code does not describe what a Self-Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from...
View ArticleAdam Bergman – IRA Financial Group Partner –To Release Three New Books on...
New three book Nutshell series will be become available in August 2016 on self-directed IRA, Solo 401(k) Plan, and ROBS structure Adam Bergman, tax attorney and IRA Financial Group partner, announces...
View ArticleIRA Financial Group Introduces the Self-Directed IRA 72(t) Election Strategy...
IRC 72(t) election strategy is being used by self-directed IRA investors seeking to take IRA distributions prior to age 59 1/2 without penalty IRA Financial Group, the leading provider of self-directed...
View ArticleAdam Bergman, IRA Financial Group Partner, Interviewed on Miami Business...
On July 14, 2016, Adam Bergman, a partner with the IRA Financial Group, was interviewed on WZAB 880 – The Biz – the Fried on Business Show, discussing self-directed IRAs and Solo 401(k) Plans. Mr....
View ArticleThe Self-Directed SEP IRA
A Self-Directed IRA is a type of IRA structure that allows the IRA holder (you) to have more control over your retirement funds. Unknown to some, not all Self-Directed IRAs are the same. It is well...
View ArticleSelf Directed IRA Contribution Rules
What is the Maximum I can contribute to a Self-Directed IRA? The maximum contribution limit for a self-directed IRA for 2016 is $5,500 or $6,500 if you’re age 50 or older, or your taxable compensation...
View ArticleFinally Some Clarity On What You Can And Cannot Do In Your Self-Directed IRA
IRA Financial Group’s Adam Bergman recently authored an article for Forbes about a recent case involving Self-Directed IRAs: Many Americans mistakenly believe that their individual retirement account...
View ArticleGrand Rapids, MI Among Top Cities for Real Estate IRA Investments
Do you live in or around Grand Rapids, Michigan? Are you looking to invest in real estate? Did you know you can use your retirement funds to invest in almost anything, including real estate, tax free?...
View ArticleFee Schedule for IRA Financial Trust – Self Directed IRA Custodian
Please click here to download a copy of the most up-to-date fee schedule. SELF-DIRECTED IRA – WITH Checkbook Control SELF-DIRECTED IRA – WITHOUT Checkbook Control Annual IRA Custodian Fee: $180 • One...
View ArticleThe SDIRA 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...
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