Archive for September, 2015

Investing with a Solo 401k Loan

September 30th, 2015

When it comes to using retirement funds, such as a Solo 401K Plan, to make investments, the question arises whether a Solo 401K Plan can utilize a loan as part of the transaction. The IRS has always allowed a Solo 401K Plan to make traditional as well as non-traditional investments such as real estate. However, […]

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Services Offered with Our Self Directed IRA Structure

September 29th, 2015

IRA Financial Group provides Full Service Custom Retirement Solutions for significantly less than any company in the industry! Our one time low fee includes the following services: Establishment of LLC including Filing Fees Filing LLC Articles of Organization with the state Establishment of Self-Directed IRA including set-up fees Drafting of customized Self Directed IRA LLC […]

Read More → Publishes Article on Rollover Business Start-up (ROBS) Written By Adam Bergman, A Partner with the IRA Financial Group

September 28th, 2015

Adam Bergman is a contributor to on the topic of retirement taxation, contributes articles on using retirement funds to buy a business Adam Bergman, partner with the IRA Financial Group, has just written an article published on that addresses the legality of the Rollover Business Startup (ROBS) solution. The article titled, “Robbing Your […]

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IRA Financial Group Podcast Episode 30: Considering Doing a ROBS – Things You Should Consider

September 24th, 2015

IRA Financial Group’s Adam Bergman discusses important items to think about when considering setting up a ROBS (Rollover Business Startup) solution. Click Here to Listen  

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IRA Real Estate Investors Outperforming Wall Street in 2015 Triggering Strong Interest in Self-Directed IRA

September 23rd, 2015

Strong housing market helping many self-directed IRA investors generate higher returns than Wall Street IRA Financial Group, the leading provider of self-directed IRA LLC solutions, announces the finding of its client survey, which showed that a strong percentage of self-directed IRA clients have been happy with their decision to purchased real estate using retirement funds. […]

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Why You Should Convert to a Self Directed Roth IRA

September 22nd, 2015

The main advantage of a Roth IRA over a Traditional IRA is that if you qualify to make contributions, all distributions from the IRA are tax-free. Furthermore, unlike traditional IRAs, you may contribute to a Roth IRA for as long as you continue to have earned income (for a traditional IRA – you can’t make […]

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Solo 401k – Fact or Fiction

September 21st, 2015

The Solo 401(k) Plan is essentially a regular, plain-old, vanilla 401(k) plan that has one participant, who is a self-employed individual, or that person and his or her spouse. There is some misinformation being disseminated about these plans and we would like to set the record straight. We want to let you know what is […]

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How to Invest in Options with a Self Directed IRA

September 18th, 2015

When it comes to making investments with a self-directed IRA LLC, the IRS generally does not tell you what you can invest in, only what you cannot invest in.  The types of investments that are not permitted to be made using retirement funds is outlined in Internal Revenue Code Section 408 and 4975.  These rules […]

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