What To Know Before Purchasing Cryptocurrencies With Retirement Funds

December 15th, 2017

The following, written by Adam Bergman, first appeared on Forbes.com – With the value of Bitcoins and many other cryptocurrencies flying high in 2017, many investors have looked to take advantage of this trend and own cryptocurrencies in tax-advantaged retirement plans, such as a Self-Directed IRA or Solo 401(k) Plan.  This article will explore the […]

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IRA Financial Group Podcast Episode 90: Continuing the Discussion – Using a Self-Directed IRA to Buy Cryptos – Interview with an IRA Financial Group Client Discussing His Experience – Part 2

December 13th, 2017

IRA Financial Group’s Adam Bergman continues his discussion with an IRA Financial Group client who setup an account with Coinbase to purchase Bitcoins through a Self-Directed IRA. Topics include how to setup your Coinbase account as an account related to a business instead of an individual or personal account.   Click Here to Listen  

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IRA Financial Group Podcast Episode 89: Using a Self-Directed IRA to Buy Cryptos – Interview with an IRA Financial Group Client Discussing His Experience

December 13th, 2017

IRA Financial Group’s Adam Bergman discusses the experience of an IRA Financial Group client who opened a Coinbase account and used his Self-Directed IRA funds to invest in Bitcoins. Topics include how easy it was to setup the account, how long it takes and the process for using retirement funds to buy cryptocurrency.   Click […]

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IRA Financial Group Podcast Episode 88: New Bitcoin Futures Exchange – What it Means for Self-Directed IRA and Solo 401(k) Plan Investors

December 11th, 2017

IRA Financial Group’s Adam Bergman discusses the new Bitcoin Futures Exchange and what it means for retirement investors looking to buy cryptocurrency.   Click Here to Listen  

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What Are the Reporting Requirements for a Minimum IRA Distribution?

December 11th, 2017

Trustees, custodians, and issuers of IRAs (trustees) must make reports on minimum distributions to IRA owners and the IRS. If a minimum IRA distribution is required for a calendar year as of the beginning of which the IRA owner (or a surviving spouse who has elected to be treated as owner) is alive, the trustee […]

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IRA Financial Group Releases Cryptocurrency E-Info Kit for Self-Directed & Solo 401(K) Plan Investors

December 7th, 2017

The IRA Financial Group Crypto E-Info Kit will help guide retirement account holders looking to use a self-directed or Solo 401(k) plan to buy cryptocurrencies, such as bitcoins IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans announces the launch of a new Cryptocurrency E-Info Kit. The free cryptocurrency information […]

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IRA Financial Group Podcast Episode 87: Senate Tax Plan and Retirement Accounts Update

December 6th, 2017

IRA Financial Group’s Adam Bergman discusses The Senate tax plan and provisions related to retirement accounts, IRAs and 401(k) Plans.   Click Here to Listen  

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IRA Financial Group Podcast Episode 86: Senate Tax Plan Update

December 5th, 2017

IRA Financial Group’s Adam Bergman discusses what has been updated in The Senate tax plan and the differences with the plan from The House.   Click Here to Listen  

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