Archive for December, 2016

IRA Financial Group Enhances Year-End Tax Planning Service For All Self-Directed IRA Clients To Include CPA Services

December 29th, 2016

 2016 year-end tax planning service will help IRA Financial Group Clients keep their self-directed retirement structures in IRS compliance IRA Financial Group, the leading provider of “checkbook control” self-directed IRA solutions, announces an expansion of its year-end tax planning service for all its self-directed IRA LLC clients. The 2016 year-end tax planning service will be […]

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Beware The UBTI Rule When Investing In Real Estate With Retirement Funds

December 20th, 2016

This article first appeared on and was written by IRA Financial Group partner Adam Bergman – Since the creation of individual retirement accounts (“IRAs”) the Internal Revenue Service (“IRS”) has always permitted an IRA or other retirement account to purchase, hold, or flip real estate.   In fact, it states it right on the […]

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What Are the Advantages of Having Checkbook Control of Your IRA?

December 15th, 2016

Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company (“LLC”) is established that is owned by the IRA account and managed by […]

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Why You Should Wait to Convert to a Roth IRA

December 7th, 2016

Nearly every December, one of the more common questions directed at tax professionals is whether one should convert their pre-tax IRA to a Roth IRA.  There is generally no wrong or right answer, but much of the analysis tends to involve the value of the account being converted and the tax rate the taxpayer would […]

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