Archive for the ‘Checkbook IRA Book’ Category

How to Use a Self-Directed IRA to Buy Cryptocurrency

July 13th, 2017

The Internal Revenue Code does not describe what a Self Directed IRA can invest in, only what it cannot invest in. Internal Revenue Code Sections 408 & 4975 prohibits Disqualified Persons from engaging in certain type of transactions. The purpose of these rules is to encourage the use of IRAs for accumulation of retirement savings […]

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Case Shows Partnering With Your Self-Directed IRA Can Trigger IRA Prohibited Transaction

July 15th, 2016

Many retirement investors are under the impression that their self-directed IRA or Solo 401(k) plan can co-invest with their own personal funds in a transaction without triggering the IRS prohibited transaction rules. The case IN RE: KELLERMAN, Cite as 115 AFTR 2d 2015-1944 (531 B.R. 219), Code Sec(s) 408; 4975, (Bktcy Ct AR), (05/26/2015) seems […]

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Adam Bergman, Esq. To Release Two Additional Books on Self-Directed Retirement Plans in 2015

October 22nd, 2015

IRA Financial Group Partner will release a total of four books on the self-directed IRA and solo 401(k) plans Adam Bergman, Esq., author of the popular book: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement and The Checkbook IRA – Why You […]

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First Book Published Focused on Checkbook Control Self-Directed IRA Now Available on Amazon

October 1st, 2015

Adam Bergman, IRA Financial Group Partner, authors market’s first book concentrating the self-directed IRA LLC with “checkbook control” retirement structure Adam Bergman, IRA Financial Group Partner and author of the popular book: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, releases his […]

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