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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What Baby Boomers Need To Know About Required Minimum Distributions

January 26th, 2017

This article originally appeared on – Nearly a quarter of Americans were born between 1946 and 1964, the typical definition of the baby boom generation. That is more than 75 million people. For baby boomers, the largest generation in U.S. history before the millennials, 2017 will begin a process where hundreds of billions of […]

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IRA Financial Group Proud To Offer Self-Directed SEP IRA with No Transaction or Account Value Fees

October 12th, 2016

Checkbook control self-directed SEP IRA is an open architecture trustee directed retirement plan for the self-employed and 2015 Contribution Deadline is October 15, 2016 IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans, is proud to offer one of the nation’s only self-directed SEP IRA plans that does not include any […]

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Self-Directed IRA Maximum Contributions for 2016

July 27th, 2016

The maximum contribution limit for a self-directed IRA for 2016 is $5,500 or $6,500 if you’re age 50 or older, or your taxable compensation for the year, if less. Contributions to a self-directed Roth IRA may be limited based on your filing status and income. Contributions made to a self-directed IRA LLC must be made […]

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Converting Your Retirement Plan to a Self-Directed Roth IRA

February 11th, 2016

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]

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THE SEP Self Directed IRA

July 8th, 2015

A SEP is a simplified employee pension plan. Any employer can establish a SEP. An employer can maintain both a SEP and another plan. Annual contributions an employer makes to an employee’s SEP-IRA cannot exceed the lesser of (i) 25% of compensation, or $53,000 for 2015. However, special rules apply when figuring out the maximum […]

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Qualified Charitable Distributions (QCDs) To Be Allowed for Self-Directed IRAs for 2014

January 7th, 2015

Congress has passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014) allowing QCDs for 2014 On December 19, 2014, with just over two weeks left in the 2014 calendar year, Congress passed the “extenders bill” for 2014 (the Tax Increase Prevention Act of 2014). The bill, which extends the life of […]

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IRA Financial Group Introduces No Tax Self-Directed IRA Rollover Program for Real Estate Investors

September 11th, 2014

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solution announces a tax-free Self-Directed IRA Rollover solution for real estate investors with IRA or 401(k) funds. The self-directed IRA rollover solution allows retirement investors to rollover their pre-tax and after-tax IRA or 401(k) funds into a real estate IRA solution. “Our Self-Directed […]

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IRA Financial Group Announces The New Self-Directed IRA Real Estate Rollover Program

August 27th, 2014

Self-Directed IRA rollover program will allow investors to rollover existing retirement funds to buy real estate without tax IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions announces the introduction of its self directed IRA rollover program for real estate investors. The newly designed self-directed IRA rollover program for real estate […]

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