Archive for May, 2018

IRA Financial Group Podcast Episode 136: First Hand Take On How To Buy A House With Bitcoin

May 30th, 2018

IRA Financial Group’s Adam Bergman discusses how you can purchase a house with Bitcoin and what you need to be aware of when it comes to buying real estate with cryptocurrency. Click Here to Listen  

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Why and How to Transfer a Roth IRA to a Self-Directed Roth IRA

May 30th, 2018

Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a self-directed Roth IRA LLC structure. Individuals may not rollover Roth IRA funds into a qualified retirement plan, such as a Solo 401(k) Plan or a pre-tax IRA account, such as a Traditional IRA or SEP IRA. Roth IRA Transfers to […]

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Choosing The Right Self-Directed IRA Depends On What You Want To Own

May 29th, 2018

Here’s Adam Bergman’s latest article from Forbes – The self-directed IRA is a retirement account vehicle that allows investors to use retirement funds to buy alternative assets, such as real estate. A self-directed IRA is not a term of art and you will not find it anywhere in the Internal Revenue Code.  A self-directed IRA […]

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IRA Financial Group Podcast Episode 135: You Won’t Believe How Many Accounts Coinbase Has

May 25th, 2018

IRA Financial Group’s Adam Bergman discusses a surprising report on the number of Coinbase accounts and what it means for the future of investment and retirement accounts. Click Here to Listen  

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Are There Benefits to Taking a Solo 401(k) Loan?

May 24th, 2018

As a result of the most recent economic meltdown, banks and other financial institutions have severely limited their lending capacity to self-employed business owners, thus, causing grave financial pressure on self-employed business owners. The Solo 401(k) Plan is a perfect structure for any self employed business owner seeking immediate funds for their business. Solo 401(k) […]

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IRA Financial Group Podcast Episode 134: New Tax Law May Be A Big Blow To Major League Sports Revenues

May 23rd, 2018

IRA Financial Group’s Adam Bergman discusses a tax law change that can have a huge impact on the bottom line of major league sports franchises. Click Here to Listen  

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What You Need to Know If You Want to Buy Real Estate with a Schwab IRA

May 22nd, 2018

This may be the easiest blog I will ever write.  If you want to buy real estate with your IRA, you will not be able to do so with a Schwab IRA.  The question is why? Banks and traditional financial institutions, such as Charles Schwab, make money when you invest in their financial products and […]

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This is Why Banks are So Afraid of The Self-Directed IRA for Real Estate

May 22nd, 2018

A new study has shown that real estate, as an investment, is more popular and more favored than investing in the stock market among younger U.S. adults. According to data from RealtyShares, 55% of Millennials want to invest (or are already investing) in real estate. Furthermore, Fannie Mae reports that 85% of Millennials view real […]

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