Archive for the ‘Roth IRA’ Category

How to Contribute to a Self Directed Roth IRA

June 6th, 2018

A taxpayer’s contributions to Self-Directed Roth IRAs during any year may not exceed a dollar ceiling (or, if less, the taxpayer’s compensation income), reduced by deductible contributions for the year to traditional IRAs. For years after 2012, the dollar ceiling will be $5,500. For years after 2002, the ceiling is raised by $1,000 for individuals […]

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Self-Directed Roth IRA Advantages

August 11th, 2017

Tax-Free Investing: The primary advantage of using a Self-Directed Roth IRA LLC to make investments is that all income and gains associated with the Roth IRA investment grow tax-free and will not be subject to tax upon withdrawal or distribution. This is because unlike traditional IRAs, you are generally not subject to any tax upon […]

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Tax Filing Tips To Save On Taxes And Boost IRA Savings

March 29th, 2017

Here’s an article that originally appeared on Forbes – With the individual tax-filing deadline date of April 18, 2017 for the 2016 taxable year quickly approaching, reviewing some of the ways one can save taxes as well as boost his or her retirement savings is always helpful.  Below are a few ways one can use […]

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Understanding Your Options When Inheriting An IRA From A Non-Spouse

February 1st, 2017

Here’s another article from Adam Bergman that originally appeared on – Unfortunately, the Internal Revenue Service (“IRS”) does not allow you to keep retirement funds in your account indefinitely. The required minimum distribution rules (“RMD”) were created in order to guarantee the flow of IRA funds into the federal income tax system as well […]

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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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The Self-Directed Roth IRA May Be The Real Winner From a Trump Presidency

November 23rd, 2016

Prospect of reduced income tax rates under President Trump expected to increase benefit of making Roth IRA contributions IRA Financial Group, a leading provider of self-directed IRA and Solo 401(k) plans, expects to see a surge in the popularity of the self-directed Roth IRA. Based on Donald Trump’s Presidential Election victory, Mr. Trump’s tax plan […]

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Adam Bergman – IRA Financial Group Partner – Publishes Book on the Power of the Roth IRA Now Available on Amazon

June 15th, 2016

New Roth IRA Book is Aimed at Helping Millennials and Generation Xers Save for Retirement Adam Bergman, tax attorney and IRA Financial Group partner announces the release of his fourth book on retirement accounts titled: In God We Trust – In Roth We Prosper. How contributing just a few dollars a day to a Roth […]

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