Archive for August, 2016

Kellerman Case Shows Why Not to Mix Personal and Retirement Funds to Invest

August 31st, 2016

IN RE: KELLERMAN, Cite as 115 AFTR 2d 2015-1944 (531 B.R. 219), Code Sec(s) 408; 4975, (Bktcy Ct AR), 05/26/2015 Please click here to read the case summary. The Kellerman case involved a construction company owner and wife/LLC co-owners (the Kellermans) who were denied a claim for bankruptcy estate exemption for Mr. Kellerman’s Self-Directed IRA. […]

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Adam Bergman To Release Second Book on Self-Directed IRA in September 2016.

August 25th, 2016

Adam Bergman is a senior partner with the IRA Financial Group, LLC, the market’s leading provider of Self-Directed IRA LLC and Solo 401(k) plans. Mr. Bergman will be releasing his sixth book on the topic of self-directed retirement plans and his second book on the self-directed IRA structure. The new book titled, Self-Directed IRA in […]

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Checkbook Control with a Self Directed Roth IRA

August 17th, 2016

A Self-Directed Roth IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your Roth IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax-free! With a “checkbook control” Self-Directed Roth IRA LLC […]

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How Long Does it Take to Set Up a Self Directed IRA LLC?

August 10th, 2016

The IRA Financial Group will take care of setting up your entire Self Directed IRA LLC structure in a matter of days. Our in-house tax and ERISA professionals will work with you directly to customize a structure that satisfies your tax and investment goals. The whole process can be handled by phone, email, fax, or […]

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Growing Number of Lyft Drivers Seeking to Use Retirement Funds to Fund Their Vehicle Purchase Without Tax, According to IRA Financial Group

August 3rd, 2016

Increase demand for ROBS product for independent contractor Lyft drivers looking to fund the purchase of a new vehicle IRA Financial Group, a provider of Rollover Business Startup Solution (“ROBS”) solutions, has seen a growing interest in people across the country looking to use their retirement funds to fund the purchase of a new vehicle […]

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