Archive for January, 2017

Adam Bergman – IRA Financial Group Partner – Featured in South Florida Business Journal

January 31st, 2017

Executive profile on Adam Bergman, IRA Financial Group partner, published on January 27, 2017 in South Florida Business Journal Adam Bergman, President of the IRA Financial Group, was featured in the South Florida Business Journal on January 27, 2017. The executive profile detailed how Mr. Bergman moved from practicing tax law for almost ten years […]

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Know What You Can Invest in with a Solo 401(k)

January 30th, 2017

A Solo 401(k) Plan 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 following […]

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Understanding Your Options When Inheriting An IRA From A Non-Spouse

January 27th, 2017

Here’s another article from Adam Bergman that originally appeared on – Unfortunately, the Internal Revenue Service (“IRS”) does not allow you to keep retirement funds in your account indefinitely. The required minimum distribution rules (“RMD”) were created in order to guarantee the flow of IRA funds into the federal income tax system as well […]

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IRA Financial Group Introduces New Bitcoin Self-Directed IRA with Checkbook Control

January 25th, 2017

Bitcoin self-directed IRA LLC will allow for tax-free treatment on bitcoin transactions using retirement funds IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans is proud to announce the introduction of the self-directed IRA bitcoin with checkbook control. The bitcoin self-directed IRA LLC structure will allow retirement account investors to […]

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What’s the Difference Between a Custodian and Checkbook Control Self Directed IRA?

January 23rd, 2017

Many IRA custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you can direct your IRA as long as you direct into one of their offerings. In other words, in a custodian controlled self directed IRA, you are generally only permitted to invest your IRA funds in investments […]

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What Baby Boomers Need To Know About Required Minimum Distributions

January 20th, 2017

This article originally appeared on – Nearly a quarter of Americans were born between 1946 and 1964, the typical definition of the baby boom generation. That is more than 75 million people.  For baby boomers, the largest generation in U.S. history before the millennials, 2017 will begin a process where hundreds of billions of […]

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Using Your 401k to Make Real Estate Investments

January 18th, 2017

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 Solo 401(k) are fully permissible under the Employee Retirement Income Security Act […]

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Advantages of Opening a Self-Directed IRA in 2017

January 17th, 2017

There are many advantages to opening a Self-Directed IRA – Tax Advantages: With the Self-Directed IRA LLC, you have all the tax advantages of traditional IRAs, as well as tax deferral and tax-free gains. All income and gains generated by your IRA investment will flow back to your IRA tax-free. By using a Self-Directed IRA […]

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