Archive for January, 2016

Self-Directed IRA For Private Investments Funds

January 29th, 2016

The Internal Revenue Code does not describe what a Self-Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. The purpose of these rules is to encourage the use of IRAs for accumulation of retirement savings and […]

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IRA Financial Group Podcast Episode 48: Retirement Planning Tips for a Volatile Stock Market

January 28th, 2016

IRA Financial Group’s Adam Bergman discusses how to manage your retirement assets during a volatile stock market. Click Here to Listen  

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Uber Drivers Looking to Use Retirement Funds to Purchase Vehicles Contributing to Strong Demand for ROBS Solution in 2016

January 27th, 2016

Increase demand for ROBS product from Uber drivers looking to fund the purchase of a new vehicle with retirement funds. IRA Financial Group, a provider of Rollover Business Startup Solution(“ROBS”) solutions, has seen a growing interest in people across the country looking to use their retirement funds to fund the purchase of a new vehicle […]

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Using a Roth Solo 401(k) to Invest in Real Estate

January 25th, 2016

Using a Solo 401(k) Plan with a Roth component to purchase real estate or make other alternative asset investments is most tax beneficial way to make such investments. With federal and state income tax rates expected to increase in the future, gaining the ability to generate tax-free returns from your retirement investments when you retire […]

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Self-Directed IRA Investors Looking to Take Advantage of Real Estate Opportunities in Texas in Light of Dropping Oil Prices

January 22nd, 2016

Dropping oil prices could potentially impact Texas real estate markets offering opportunities for self-directed IRA investors. IRA Financial Group, the leading provider of self-directed IRA LLC solutions, has seen a strong interest from Texas real estate investors looking to invest their self-directed IRA and Solo 401(K) plans into Texas real estate. With oil prices down […]

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IRA Financial Group Podcast Episode 47: Navigating the Stock Market Downturn with your Self-Directed IRA

January 20th, 2016

IRA Financial Group’s Adam Bergman discusses how to navigate the current stock market downturn with your Self Directed IRA. Click Here to Listen  

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Is the Rollover Business Startup (ROBS) IRS Approved?

January 20th, 2016

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

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IRA Financial Group Looking to Add Employees in Light of Surge in Demand for Self-Directed IRA Plans as a Result of Falling Stock Market

January 19th, 2016

Stock markets down close to ten percent from high causing interest for alternative asset investments for retirement accounts. IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has seen a surge in demand for its self-directed IRA and Solo 401(k) plans in light of the falling equity markets. “In light of the Dow […]

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