Phoenix Ranks Near the Top for Real Estate IRA Investments

September 28th, 2016

Do you live in or around the Phoenix area?  Are you looking to invest in real estate?  Did you know you can use your retirement funds to invest in almost anything, including real estate, tax free?  If you currently have a retirement plan at a traditional financial institution, you may not know this.  That’s because […]

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IRA Financial Group Podcast Episode 65: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

September 26th, 2016

IRA Financial Group’s Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.   Click Here to Listen  

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Adam Bergman, IRA Financial Group Partner, Publishes Second Book on Self-Directed IRA

September 22nd, 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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IRA Financial Group Podcast Episode 64: Trump and Clinton on Retirement Plans, Social Security, and Taxes

September 21st, 2016

IRA Financial Group’s Adam Bergman discusses how the Presidential candidates view retirement plans, retirement savings, and overall tax policy.   Click Here to Listen  

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What is a Qualified Retirement Plan?

September 20th, 2016

A qualified plan, like a 401(k), is a type of retirement savings plan that an employer establishes for its employees that conforms to the requirements of Section 401 of the Internal Revenue Code. It is called a “qualified plan” because it meets all the requirements of Section 401 and, thus, qualifies for special tax rules, […]

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Can You Use a Self Directed IRA LLC to Invest in a Business?

September 19th, 2016

Yes, as long as the business is not owned by a disqualified person you are permitted to use your Self Directed IRA LLC funds to invest in the business. However, any business regularly carried on or by a partnership or LLC of which the Self Directed IRA LLC is a partner or member is an […]

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How Does the Self Directed IRA LLC Structure Work?

September 15th, 2016

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA professionals are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer […]

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Why the Need for a Self Directed IRA LLC Operating Agreement

September 13th, 2016

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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