Archive for March, 2016

New DOL Fiduciary Rules Expected to Trigger Increased Demand for Self-Directed IRAs

March 31st, 2016

Increased regulation on IRA advisors could lead to large movement of IRA funds into alternative assets IRA Financial Group, the leading provider of self-directed IRA retirement solutions, believes that the Department of Labor (“DOL”) proposed fiduciary rules could lead to a stronger interest in alternative assets. The U.S. DOL is expected to finalize new rules […]

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IRA Financial Group to Introduce Special No Fee Self-Directed IRA for Millennials Beginning in 2016

March 29th, 2016

IRA Financial Group to offer no fee self-directed IRA product for Millennials IRA Financial Group, the leading provider of self-directed IRA retirement solutions, has announced that it has entered into an arrangement with the IRA Financial Trust Company to offer a no fee special self-directed IRA product for millennials. Millennials (also known as the Millennial […]

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IRA Financial Group Podcast Episode 53: The Cold Hard Truth About Holding IRS Approved Coins and Metals With a Self-Directed IRA

March 24th, 2016

IRA Financial Group’s Adam Bergman discusses the topic of how to hold IRS approved coins and metals in a Self-Directed IRA or a Solo 401(k).   Click Here to Listen  

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Are You Allowed to Rollover a Traditional IRA to a Roth IRA?

March 23rd, 2016

Starting in 2011, everyone qualifies to convert to a Roth IRA. As with any rollover, you will want to arrange a direct rollover from the plan to the Roth IRA to avoid mandatory income tax withholding and not worry about the 60-day window which the transfer must be completed.  (See Below) Do I pay tax […]

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Who Needs a Solo 401(k) the Most?

March 21st, 2016

The Solo 401(k) plan is unique and so popular because it is designed explicitly for small, owner only business. It’s a tax efficient and cost effective plan that offers all the benefits of a Self Directed IRA plan, and includes additional benefits, such as high contribution limits (up to $59,000) and a $50,000 loan feature. […]

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Setting up a Self-Directed Solo 401(k) Plan with Fidelity

March 18th, 2016

IRA Financial Group, the leading provider of Self-Directed Solo 401(k) Plans, and Fidelity have worked together to allow IRA Financial Group Solo 401(k) clients to establish a Checkbook Control Solo 401(k) Plan account with Fidelity with no custodian fees. IRA Financial Group clients will be able to use IRA Financial Group’s IRS approved Self-Directed Solo […]

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IRA Financial Group Founder – Adam Bergman – Calls for Increase in Income Limitations for Annual Savers Credit for Retirement Account Contributions

March 17th, 2016

Increase in annual income limitation for saver’s credit will help spur interest in retirement savings for millions of Americans. Adam Bergman, founder of the IRA Financial Group, the leading provider of self-directed IRA retirement solutions, believes that the annual income limitations for the Saver’s credit should be increased in order to reach more Americans. For […]

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IRA Financial Group Introduces Checkbook Control IRA Solution to Flip Homes Tax-free using Retirement Funds

March 15th, 2016

Use retirement funds to buy and flip real estate or rental properties tax-free with no transaction fees with IRA Financial Group’s Self-Directed IRA real estate LLC solution IRA Financial Group, the leading provider of self-directed IRA LLC solutions, introduces the checkbook control real estate IRA for buying and selling rental properties without tax. The IRS […]

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