Archive for the ‘Checkbook Control’ Category

IRA Financial Group Introduces New Self-Directed IRA Bitcoin Solution for Retirement Account Investors

July 19th, 2017

Checkbook control self-directed IRA solution will allow individuals to trade or hold Bitcoins and other cryptocurrency directly via their IRA LLC IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans is proud to announce the introduction of the Bitcoin self-directed IRA LLC solution with checkbook control. IRA Financial Group’s Bitcoin […]

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Everything You Need to Know to Self Direct Your IRA in 2017

January 19th, 2017

Why Should I Establish a Self-Directed IRA? A Self-Directed IRA LLC will offer you the ability to make traditional (stocks, mutual funds) as well as non-traditional investments (real estate, precious metals, etc.) tax-free and without custodian consent. Tired of seeing all your hard earned retirement assets lose value in the stock market? Upset that 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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Investing in Either Foreign or Domestic Real Estate with a Self Directed IRA

November 30th, 2016

It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC for investments in real estate, your profits are tax-deferred back into your retirement account. More important, if you have full checkbook control over your Self-Directed IRA LLC, the purchases can be made on the spot […]

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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 […]

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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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Experience the Self-Directed IRA LLC “Checkbook Control” Advantage

March 9th, 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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How Long Does it Take to Set Up a Self Directed IRA?

November 12th, 2015

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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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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