Archive for August, 2015

Buying Tax Liens With Your Self-Directed IRA LLC or Solo 401(k) Plan

August 31st, 2015

It’s a little-known fact that tax liens can be purchased with retirement account funds. By Self-Directing your IRA LLC or Solo 401(k) Plan investments into tax liens, your profits are tax-deferred back into your retirement account. More importantly, if you have full checkbook control over your Self-Directed IRA or Solo 401(k), the purchases can be […]

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Recent Wall Street Turbulence Causing Retirement Investors to Turn to Self-Directed IRA

August 28th, 2015

Declining stock prices over last week attracting retirement investors to the real estate IRA IRA Financial Group, the leading provider of self-directed retirement solutions, such as the self-directed IRA and solo 401(k) Plan, has seen an increasing number of retirement investors looking to make alternative investments with their retirement funds, including real estate, in light […]

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How Can I Use Substantial Equal Periodic Payments to Escape the Early Distribution Tax?

August 27th, 2015

The Substantial Equal Period Payments provide an exception to the early distribution tax. Under the Substantial Equal Periodic Payments method, you do not have to pay the early distribution tax on money that you take out of your plan in regular payments over either your life expectancy or the joint life expectancy of you and […]

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Are YOU Allowed to Contribute to a Solo 401k?

August 26th, 2015

A Solo 401(k) plan is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401(k) plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) Plan, investors must meet just two […]

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Slide in Stock Market Creating Roth Conversion Opportunities for Self-Directed IRA Investors

August 25th, 2015

Self-Directed Roth IRA offering tax-planning opportunities for depressed stock holding. IRA Financial Group, the leading provider of “checkbook control” Self-Directed IRA LLC solutions, has seen demand from investors looking to take advantage of Roth IRA conversion opportunities as a result of a depressed stock market. With the S&P 500 & Dow Jones in negative territory […]

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Use a Self Directed IRA to Protect Your Assets from Creditors

August 24th, 2015

Retirement accounts have become many Americans’ most valuable assets. That means it is vital that you have the ability to protect them from creditors, such as people who have won lawsuits against you. In general, the asset/creditor protection strategies available to you depend on the type of retirement account you have (i.e. Traditional, IRA, Roth […]

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IRA Financial Group Podcast Episode 28 – Apple Stock Roth Conversion Options

August 21st, 2015

IRA Financial Group’s Adam Bergman discusses Roth conversion options and tax strategies for Apple stock shares. Click Here to Listen  

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How to Use a Self Directed Roth IRA to Plan Your Estate

August 20th, 2015

In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a self-directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as […]

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