Archive for June, 2016

Dallas-Fort Worth Ranked First in Self-Directed Real Estate Investments

June 28th, 2016

Do you live in or around the Dallas-Forth Worth area?  Are you looking to invest in real estate?  Did you know you can use your retirement funds to invest in almost anything, including real estate, tax free?  If you currently have a retirement plan at a traditional financial institution, you may not know this.  That’s […]

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IRA Financial Group Podcast Episode 59: My Opinion – Cutting Personal Income Tax Rates, Not Business Taxes, Will Make America Great

June 23rd, 2016

IRA Financial Group’s Adam Bergman discusses the idea that what the U.S. economy needs is a reduction in personal income tax rates to help out small business owners.   Click Here to Listen  

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Investing in Real Estate with Self Directed 401k Plans

June 20th, 2016

Most people mistakenly believe that their 401(k) must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside 401(k) retirement accounts. Investments in real estate with a Self-Directed 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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IRA Financial Group Announces Expanded Solo 401(k) Plan Annual Services to Include Filing of IRS Form 5500-EZ

June 16th, 2016

Solo 401(k) plan clients of the IRA Financial Group to be offered IRS Form 5500-EZ completion services IRA Financial Group, the leading provider of self-directed Solo 401(k) plans, announces a new service for its annual tax and compliance service for Solo 401(k) plan clients to include the completion of the annual IRS information form – […]

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Self Directed IRA and the UBTI Rules

June 14th, 2016

In general, when it comes to using a Self Directed IRA to make investments most investments are exempt from federal income tax. This is because an IRA is exempt from tax pursuant to Internal Revenue Code 408 and Section 512 of the Internal Revenue Codes exempt most forms of investment income generated by an IRA […]

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IRA Financial Group Podcast Episode 58: In God We Trust – In Roth We Prosper, The New Book By IRA Financial Group’s Adam Bergman

June 13th, 2016

IRA Financial Group’s Adam Bergman discusses his latest book, In God We Trust – In Roth We Prosper, available on Amazon.   Click Here to Listen  

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IRA Financial Group Podcast Episode 57: How To Use a California LLC To Buy Real Estate With a Retirement Account Without Paying The $800 Minimum Franchise Fee

June 10th, 2016

IRA Financial Group’s Adam Bergman discusses the high cost of the California Franchise Fee and how its is possible to avoid that fee under certain circumstances in order to use your retirement account to buy real estate.   Click Here to Listen  

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No California Franchise Tax of $800 When Using a California LLC with a Solo 401(k) Plan to Buy Real Estate

June 9th, 2016

There is only one exemption to the California annual minimum franchise tax of $800 and that is for a title holding companies whose sole purpose is to acquire, hold title to, and collecting from real property. As per California Franchise Tax rules Section 23701(h) and (x), a title holding company whose sole purpose is acquire, […]

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