Archive for October, 2015

Self-Directed IRA Investors Helping U.S. Existing Home Sales to Surge in September

October 28th, 2015

“Checkbook control” IRA investments helping to boost U.S real estate by investing over $330 Million in 2015 IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the finding of its client report, which showed that IRA Financial Group clients have invested over $330 million dollars in the U.S real estate market in […]

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Tax Strategies for Your Self Directed Roth IRA

October 21st, 2015

Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA professionals have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax […]

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Checkbook IRA – Is it Legal?

October 14th, 2015

The ability to invest retirement funds in a newly established special purpose entity owned 100% by an IRA and managed by the IRA holder has been deemed legal by the Tax Court and IRS for over 18 years. However, only until recently, did the Tax Court confirm that the use of a newly established limited […]

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First Book Published Focused on Checkbook Control Self-Directed IRA Now Available on Amazon

October 7th, 2015

Adam Bergman, IRA Financial Group Partner, authors market’s first book concentrating the self-directed IRA LLC with “checkbook control” retirement structure Adam Bergman, IRA Financial Group Partner and author of the popular book: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, releases his […]

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