New Podcast – Strategy For Minimizing UBTI Tax On A Self-Directed IRA Real...
IRA Financial Group’s Adam Bergman discusses dealing with UBTI on a Self-Directed IRA Real Estate Investment. Click Here to Listen
View ArticleIRS Issues New Guidance on IRA Rollovers
On August 24, the Internal Revenue Service provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly...
View ArticleSelf-Directed IRA Real Estate Investor Focusing on Home Fixer Uppers In Light...
High home prices forcing real estate IRA investors to look at fixer-uppers IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, has seen a growing trend of...
View ArticleYour IRA Can Be A Lousy Business Partner
The following originally appeared on Forbes.com: With the median retirement account value in the U.S. at around $91,800 as of June 2015 according to Fidelity, it is not uncommon for retirement account...
View ArticleAdam Bergman, IRA Financial Group Partner, Authors Article on Holding IRS...
Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, with attention to the self-directed IRA rules and investments Adam Bergman, partner with the IRA Financial Group,...
View ArticleThink You Can Hold Gold Or Coins In A Self-Directed IRA At Home – Think Again
Thanks to significant advertising by precious metals and coin dealers, it has become widely known that gold, silver, palladium bullion, as well as certain coins can be purchased with retirement account...
View ArticleWhy Should You Open a Self-Directed Roth IRA?
Tax-Free Investing: The primary advantage of using a Self-Directed Roth IRA LLC to make investments is that all income and gains associated with the Roth IRA investment grow tax-free and will not be...
View ArticleAdam Bergman, IRA Financial Group Partner, Publishes Second Book on...
Newly published Self-Directed IRA in a Nutshell book will help explain the self-directed IRA structure and is available on Amazon.com Adam Bergman, a partner with the IRA Financial Group, LLC, the...
View ArticleWhy I Need To Use A Special IRA Custodian To Make Self-Directed IRA Investments
Pursuant to Section 408 of the Internal Revenue Code, an IRA must be established by a bank, financial institution, or authorized trust company. Thus, a bank such as Wells Fargo, financial institution...
View ArticleWatch How the Self Directed IRA Structure Works
Watch how IRA Financial Group’s IRS approved self-directed IRA LLC structure will allow you to take control of your retirement funds and make real estate and other investments by simply writing a...
View ArticleInvesting in a Vacation Home with an IRA
Did you know you can use your retirement funds to purchase a vacation home. With a Self-Directed IRA LLC, you can! Further, with checkbook control over your funds, you can buy a home without the need...
View ArticleWhat Are the Advantages of Having Checkbook Control of Your IRA?
Custodian Controlled vs. Checkbook Control Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but...
View ArticleIs the Self Directed IRA Approved by the IRS?
The Self Directed IRA LLC structure was affirmed in the Tax Court case Swanson v. Commissioner, 106 T.C. 76 (1996), and further confirmed by the IRS in Field Service Advisory (FSA) 200128011 (April 6,...
View ArticleIRA Prohibited Transaction with Disqualified Persons
In general, the type of transactions that could fall under the prohibited transaction rules pursuant to IRS Code Section 4975 can be viewed in the context of three unofficial categories: Direct...
View ArticleWhat Are the Advantages of Converting an IRA to a Self-Directed Roth IRA?
The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may...
View ArticleReal Estate Investing in San Antonio, TX
Do you live in or around San Antonio, Texas? 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...
View ArticleNew Podcast – Why You Need a Special IRA Custodian to Make Self-Directed IRA...
IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA. Click Here to Listen
View ArticleInvesting in Hedge Funds with a Self Directed IRA
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 ArticleIRA Financial Group Sees Increased Demand for Self-Directed IRA in Light of...
Potential reduction in IRA investment options from traditional financial institutions leading to strong interest in self-directed IRA IRA Financial Group, the market’s leading provider of self-directed...
View Article2017 Self-Directed IRA Contribution Limit
IRA Annual Contribution Limits To Remain the Same as 2016 For 2017, the IRA contribution limits will remain the same as 2016. For individuals under the age of 50, the maximum Self-Directed IRA...
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