Archive for the ‘Self Directed IRA Rules’ Category

Three Things To Consider Before Taking A Distribution From A Self-Directed IRA

April 24th, 2018

Here’s an article from, written by our own Adam Bergman, about taking distributions from a Self-Directed IRA – One of the primary reasons IRAs and 401(k) plans have become the primary retirement vehicles for American workers is the concept of tax-deferral. The concept is premised on the notion that all income and gains generated […]

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What You Need To Know Before Transferring Retirement Assets to a Self-Directed IRA

April 11th, 2018

The self-directed IRA structure is a solution that allows one to use their retirement funds to make real estate and other investments without tax.  One of the more popular ways to fund a self-directed IRA is via a contribution, transfer or rollover. In general, you can transfer, tax free, assets (money or property) from other […]

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Holding Gold In Your IRA At Home May Not Be As Safe As You Think

April 2nd, 2018

Here’s another one from – Over the last several years, several precious-metals dealers recently have been advertising “home storage” as a legal way for storing gold and IRS-approved precious metals owned by an individual retirement account (IRA). These advertisements caused confusion among investors and IRA custodians, as the “home storage” gold IRA approach seemed to […]

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How To Fund a Self-Directed IRA with an IRA Rollover

January 22nd, 2018

Individuals may generally rollover their retirement savings between eligible defined contribution plans, defined benefit plans and pre-tax IRAs, including SEP IRAs and SIMPLE IRAs to a Self-Directed IRA. Eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. Individuals may also roll over after-tax […]

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What is a Self-Directed IRA LLC Operating Agreement?

December 27th, 2017

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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C Corporation UBTI/UBIT Tax Blocker Strategy To Gain Popularity for Self-Directed IRA Investors Due To Proposed Tax Plan

November 21st, 2017

Reduction in maximum corporate tax rate to 20% expected to increase use of C Corporation blocker for self-directed IRA private equity and real estate investment deals Adam Bergman, a partner with the IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, expects to see a significant increase in the […]

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Do You Need IRA Financial Group’s Permission to Make an Investment?

November 20th, 2017

No – not with an IRA Financial Group Self Directed IRA LLC. All investment decisions are made by you, as manager of the Self Directed IRA LLC. It’s simple – when you want to make an investment, you write a check, use your debit card, wire funds, etc. All documents can be signed by you, […]

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How Are Self-Directed IRA Distributions Taxed?

November 1st, 2017

Distributions from a Self-Directed IRA are taxed as ordinary income, but if you made nondeductible contributions, not all of the distributions will be taxable. In order to enforce the policy that IRAs be used for retirement savings, not for pre-retirement uses or for building an estate to pass on to heirs, the rules prohibit or […]

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