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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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 Amazon.com 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 […]

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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 […]

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Adam Bergman To Release Second Book on Self-Directed IRA in September 2016.

August 25th, 2016

Adam Bergman is a senior partner with the IRA Financial Group, LLC, the market’s leading provider of Self-Directed IRA LLC and Solo 401(k) plans. Mr. Bergman will be releasing his sixth book on the topic of self-directed retirement plans and his second book on the self-directed IRA structure. The new book titled, Self-Directed IRA in […]

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Tax-Free Investing with a Self Directed Roth IRA

May 19th, 2016

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 taking Roth […]

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Podcast – 2015 Year-End Planning

December 29th, 2015

IRA Financial Group’s Adam Bergman discusses some last minute year-end tax planning tips for your retirement account. Click Here to Listen  

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IRA Financial Group Releases Self-Directed IRA Investor Alert on Holding Precious Metals with Retirement Funds

November 18th, 2015

Misleading advertising leading self-directed IRA investors to violate IRS rules when holding precious metals with retirement funds. IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC solutions releases an investor alert to all its Self-Directed IRA clients on the topic of holding IRS approved precious metals with a Self-Directed IRA in light […]

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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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2016 IRA Contribution Limits

November 4th, 2015

2016 IRA contribution limits still offer great retirement and tax benefits Starting on January 1, 2016 the Internal Revenue Services (“IRS”) announced that individuals seeking to making Traditional or Roth IRA contributions will be limited by the same annual contribution numbers as in 2015. In 2016, Traditional and Roth IRA contribution limit will stay the […]

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