The Self Directed Roth IRA LLC

September 13th, 2013

The Self-Directed Roth IRA LLC structure was affirmed in the Tax Court case Swanson v. Commissioner , 106 T.C. 76 (1996), and further confirmed by the IRS in Field Service Advisory (FSA) 200128011 (April 6, 2001) . The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion […]

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Penalties for Engaging in an IRA Prohibited Transaction with a Self-Directed IRA LLC

August 28th, 2013

In general, the penalty under Internal Revenue Code Section 4975 generally starts out at 15% for most type of retirement plans; however, the penalty is harsher for self-directed IRAs. IRA Holder or IRA Beneficiary Engages in a Prohibited Transaction Under IRC 4975 When a self-directed IRA or Roth IRA holder (owner) or beneficiary is involved […]

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Advantages of Converting to a Roth IRA

August 19th, 2013

The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may contribute to a Roth IRA for as long as you continue to have earned income (for a traditional IRA – you can’t make […]

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Use a Self-Directed IRA to Flip Homes Tax-Free

August 9th, 2013

Since the creation of IRAs back in the early 1970s, the IRS has always permitted an IRA to purchase, hold, or flip real estate.   In fact, it states it right on the IRS website. By using a Self-Directed IRA to buy real estate, you will be able to purchase raw land, domestic or foreign […]

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The Self-Directed IRA LLC Advantage

August 1st, 2013

Tax Advantages: With the Self-Directed IRA LLC, you have all the tax advantages of traditional IRAs, as well as tax deferral and tax-free gains. All income and gains generated by your IRA investment will flow back to your IRA tax-free. By using a Self-Directed IRA to make investments, the IRA owner is able to defer […]

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What is a Real Estate IRA?

February 4th, 2013

A real estate IRA also known as a Self Directed IRA or a checkbook control IRA is a retirement investment structure that allow ones to use their retirement funds to make real estate as well as any IRS approved investment tax-free and without custodian consent. A real estate IRA is a tax court and IRS […]

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Fox Business quotes IRA Financial Group Tax Attorney Adam Bergman

November 6th, 2012

Fox Business quoted IRA Financial Group Tax Attorney Adam Bergman ina  recent article.  “In the case of the Roth IRA, Adam Bergman, a tax attorney with the IRA Financial Group, says the biggest advantage of this investment form is that your money grows tax free. With income tax rates expected to increase in the future, […]

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IRA Financial Group’s Adam Bergman Launches New IRA Blog Site

September 6th, 2012

IRA Financial Group tax attorney Adam Bergman launched a new blog site that covers IRA related issues.  Check it out at

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IRA Financial Group Tax Attorney Adam Bergman Quoted In Arizona Republic

June 21st, 2012

IRA Financial Group tax attorney Adam Bergman was quoted on the Arizona Republic website on May 26th, 2012 in an article entitled “Self-directed IRA Ads Investment Options“.  Mr. Bergman is quoted in the following excerpt regarding Self-Directed IRA investment: Adam Bergman, a partner at IRA Financial Group, estimates that at least 80 percent of the self-directed […]

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USA Today Reviews IRA Financial Group Self Directed IRA Strategy

June 15th, 2012

IRA Financial Group Tax Attorney Adam Bergman was recently quoted in an article posted on the USA Today website.  The article entitled “Self-Directed IRA Adds Investment Options” discusses alternative investment options, such as real estate, to invest your Self-Directed IRA in. Mr. Bergman is quoted in the excerpt below: Adam Bergman, a partner at IRA […]

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