Archive for June, 2012

IRA Financial Group Tax Attorney Adam Bergman Quoted In Arizona Republic

June 21st, 2012

IRA Financial Group tax attorney Adam Bergman was quoted on the Arizona Republic website on May 26th, 2012 in an article entitled “Self-directed IRA Ads Investment Options“.  Mr. Bergman is quoted in the following excerpt regarding Self-Directed IRA investment: Adam Bergman, a partner at IRA Financial Group, estimates that at least 80 percent of the self-directed […]

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USA Today Reviews IRA Financial Group Self Directed IRA Strategy

June 15th, 2012

IRA Financial Group Tax Attorney Adam Bergman was recently quoted in an article posted on the USA Today website.  The article entitled “Self-Directed IRA Adds Investment Options” discusses alternative investment options, such as real estate, to invest your Self-Directed IRA in. Mr. Bergman is quoted in the excerpt below: Adam Bergman, a partner at IRA […]

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What Is A Roth IRA

June 11th, 2012

A Roth IRA is an IRA that the owner designates as a Roth IRA. A Roth IRA is generally subject to the rules for Traditional IRAs. For example, traditional and Roth IRAs and their owners are identically affected by the rules treating an IRA as distributing its assets if the IRA engages in a prohibited […]

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