Archive for February, 2015

Should I Do a Self-Directed Roth IRA Conversion?

February 27th, 2015

There is generally no right or wrong answer when t comes to whether an individual should convert his or her IRA funds from a pre-tax self-directed IRA to an after-tax Roth IRA. Clearly the advantage of having a Roth IRA is that once you reach the age of 591/2 and the Roth IRA has been […]

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IRA Financial Group Podcast Episode 8 – Tips for Buying Real Estate with a Self Directed IRA

February 27th, 2015

IRA Financial Group’s Adam Bergman offers tips for investing in real estate with a Self Directed IRA. Click Here to Listen

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High Hidden Fees Charged by Retirement Financial Planners Causing Strong Demand for Self-Directed IRA Investments

February 26th, 2015

President Obama proposal to impose fiduciary obligations on brokers and advisors working with retirement plans highlights advantages of self-directed IRA IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC and Solo 401(k) plan solutions, expects to experience a growth in demand from retirement investors looking to reduce retirement plan fees as well […]

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Why is Our Solo 401k Plan Different Than Everyone Else?

February 25th, 2015

When it comes to determining what type of 401(k) qualified retirement plan is best for a self-employed individual or small business owner with no employees, it is important to look at all the options the plan provides to make sure it will satisfy your retirement planning, tax, and investment goals. Most financial institutions offer Solo […]

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IRA Financial Group Podcast Episode 7 – Choosing the Best Plan for Real Estate Investments

February 24th, 2015

IRA Financial Group’s Adam Bergman discusses your retirement plan options (specifically the Solo 401(k) and Self-Directed IRA) when it comes to Real Estate and other alternate assets investments. Click Here to Listen

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Strong Demand for Hard Money Lending Helping Self-Directed IRA LLC Investors Generate Strong Returns

February 23rd, 2015

Tightening of Mortgage lending rules by banks in 2015 helping to create attractive hard money lending market for self-directed IRA investors IRA Financial Group, the leading provider of “checkbook control” self-directed IRA LLC solutions has seen a surge in demand from self-directed IRA investors looking to take advantage of strong returns in the hard money […]

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The Self Directed IRA LLC Operating Agreement

February 20th, 2015

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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What is the difference between ROBS and the Business Acquisition and Compliance Solution Structure?

February 19th, 2015

The IRS has coined a structure that has been designed as a means for prospective business owners to access accumulated tax-deferred retirement funds in order to cover new business start-up costs as Rollovers as Business Start-ups, or ROBS. As stated in the IRS’s October 1, 2008 Memorandum and repeatedly affirmed by the IRS, the ROBS […]

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