Archive for December, 2015

Podcast – 2015 Year-End Planning

December 29th, 2015

IRA Financial Group’s Adam Bergman discusses some last minute year-end tax planning tips for your retirement account. Click Here to Listen  

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Why Choose IRA Financial Group as Your Self Directed IRA Facilitator

December 23rd, 2015

Expertise: 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, Dewey & LeBoeuf LLP, and Thelen LLP. With our work experience at some of the largest law […]

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The Self Directed IRA and UBTI

December 16th, 2015

In general, when it comes to using a Self Directed IRA to make investments most investments are exempt from federal income tax. This is because an IRA is exempt from tax pursuant to Internal Revenue Code 408 and Section 512 of the Internal Revenue Codes exempt most forms of investment income generated by an IRA […]

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Should You Convert to a Roth IRA?

December 9th, 2015

The consensus view is that the Roth conversion route should be considered by taxpayers who: have a number of years to go before retirement (and are therefore able to recoup the dollars that are lost to taxes on account of the conversion); anticipate being taxed in a higher bracket in the future than they are […]

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The Advantages of the ROBS Solution vs. the Self-Directed IRA to Buy a Business

December 1st, 2015

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

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