Archive for November, 2016

A Brief History of the Solo 401k

November 29th, 2016

401(k) plans are named after the section of the Internal Revenue Code in which they appear, and apply to private sector employers. A solo 401(k) plan, also called an individual 401(k), a one-participant plan, self-employed 401(k) or self-directed 401(k) plan is a qualified retirement plan that was designed specifically for the self-employed or small business […]

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Trump Presidency May Lead to More Self-Directed Roth IRA Investors

November 28th, 2016

Prospect of reduced income tax rates under President Trump expected to increase benefit of making Roth IRA contributions IRA Financial Group, a leading provider of self-directed IRA and Solo 401(k) plans, expects to see a surge in the popularity of the self-directed Roth IRA. Based on Donald Trump’s Presidential Election victory, Mr. Trump’s tax plan […]

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How do I hold IRS Approved Gold in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins and precious metals that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act […]

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How do I hold IRS Approved Coins in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act of 1988 also […]

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IRA Financial Group Podcast Episode 69: The Real Winner In The Presidential Election Was The Roth IRA

November 22nd, 2016

IRA Financial Group’s Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.   Click Here to Listen  

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How to Use Your Self Directed IRA to Invest in Alternate Assets

November 21st, 2016

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very few. The foundation […]

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IRA Financial Group Podcast Episode 68: What a Trump Presidency Means for Your Retirement Funds

November 18th, 2016

IRA Financial Group’s Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect’s position on lowering taxes.   Click Here to Listen  

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Forex Trading with Your Solo 401k

November 17th, 2016

The foreign exchange market, also known as Forex, allows someone to exchange currencies around the world.  Currency trading is one of the safest investments since fluctuations in the price of currency are very small (less than one cent per day).  You can open and close positions in hours or hold them for as long as […]

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