Archive for August, 2016

IRA Financial Group Podcast Episode 63: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

August 30th, 2016

IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.   Click Here to Listen  

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IRA Financial Group Podcast Episode 62: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

August 29th, 2016

IRA Financial Group’s Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.   Click Here to Listen  

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IRS Issues Revenue Procedure for 60-Day IRA Rollover Limit

August 28th, 2016

On August 24, the Internal Revenue Service provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement arrangement (IRA). In Revenue Procedure 2016-47, posted today on, the IRS explained how eligible taxpayers, encountering a […]

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Individual 401(k) Transactions that May Trigger UBTI Tax

August 24th, 2016

In general, most passive investments that your Solo 401(k) Plan might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such as an 401(k) Plan undertakes any […]

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Eligibility Requirements for a Self-Employed 401k Plan

August 22nd, 2016

A Self-Employed 401(k), also known as 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 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) […]

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Adam Bergman, IRA Financial Trust President, To Release Second Book on Self-Directed IRA in September 2016.

August 18th, 2016

Adam Bergman is a senior partner with the IRA Financial Group, LLC, the market’s leading provider of Self-Directed IRA LLC and Solo 401(k) plans. Mr. Bergman will be releasing his sixth book on the topic of self-directed retirement plans and his second book on the self-directed IRA structure. The new book titled, Self-Directed IRA in […]

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What Are the Advantages of Having Checkbook Control with Your IRA

August 16th, 2016

Custodian Controlled vs. Checkbook Control Experience the Self-Directed IRA LLC “Checkbook Control” Advantage Many traditional IRA custodians advertise themselves as offering a Self-Directed IRA, but what that really means is that you will need approval from your custodian before making an investment. Whereas, in the case of a truly Self-Directed IRA, a limited liability company […]

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Advantages of a Self-Directed 401(k) Plan

August 15th, 2016

A Self-Directed 401(k), also known as a Solo 401(k), is perfect for sole proprietors, small businesses and independent contractors such as consultants. A Solo 401(k) Plan can be adopted by any business with no employees other than the owner(s). The business can be established as a sole proprietorship, LLC, corporation, or partnership. A Solo 401K […]

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