Archive for September, 2016

Adam Bergman Publishes Second Book on Self-Directed IRA

September 28th, 2016

Newly published Self-Directed IRA in a Nutshell book will help explain the self-directed IRA structure and is available on Adam Bergman, a partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA LLC and Solo 401(k) plans, announces the release of his second book on the self-directed IRA structure, titled […]

Read More →

How to Transfer a SIMPLE IRA to a Self-Directed IRA LLC

September 21st, 2016

Individuals may generally transfer IRA or rollover eligible qualified retirement plan assets into a self-directed IRA LLC structure. Individuals may also roll over after-tax retirement funds to a Self-Directed SIMPLE IRA. What is the most Common Way to Fund a Self-Directed SIMPLE IRA ? Transfers and rollovers are types of transactions that allow movements of […]

Read More →

Self-Directed IRA Real Estate Investor Focusing on Home Fixer Uppers In Light of Strong Home Prices

September 14th, 2016

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, has seen a growing trend of real estate IRA clients looking to use their self-directed IRA funds to purchase home fixer-uppers in light of high residential home prices across the country. “We have seen more and more self-directed IRA clients […]

Read More →

The Law Concerning ROBS

September 8th, 2016

The Internal Revenue Code and ERISA have firmly codified the ability to use retirement funds to invest in the stock of a sponsoring company as long as certain IRS and ERISA rules are followed.  The Rollover for Business Startup, or ROBS, is an IRS-approved solution. Internal Revenue Code Section 4975(c) includes a list of transactions […]

Read More →