Archive for the ‘Self Directed IRA’ Category

Five Things To Consider Before Buying Real Estate With A Self-Directed IRA

April 17th, 2018

In a recent article for Forbes.com, IRA Financial Group president discusses five things to know before using a Self-Directed IRA to purchase real estate – The Internal Revenue Service (“IRS”) permits retirement accounts, such as an IRA, to invest in real estate and other alternative types of investments.  As a matter of fact, IRS rules […]

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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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IRA Financial Group President – Adam Bergman – Accepted into Forbes Finance Council

April 9th, 2018

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms Adam Bergman, IRA Financial Group President, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms. IRA Financial Group & IRA […]

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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 Forbes.com – 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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Coverdell ESAs Allow Small Contributions But Provide Access To Wide Investment Universe

March 28th, 2018

In his latest Forbes.com article, Adam Bergman, discuses the Coverdell ESA – Formerly known as an Education IRA, a Coverdell Education Savings Account (Coverdell), is a federally sponsored, tax-advantaged trust or custodial account set up to pay for qualified education expenses, such as tuition and fees; the cost of books, supplies and other equipment; and […]

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Should You Use a Special Custodian to Invest with a Self-Directed IRA?

March 27th, 2018

Pursuant to Section 408 of the Internal Revenue Code, an IRA must be established by a bank, financial institution, or authorized trust company.  Thus, a bank such as Wells Fargo, financial institution such as Vanguard, or a trust company such as the IRA Financial Trust Company are authorized to establish and administer IRAs.  The main […]

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Silver IRA – March 2018 Update – IRA Financial Group

March 23rd, 2018

IRA Financial Group’s silver IRA has been used by thousands of clients to purchase IRS approved bullion with their self-directed IRA over the last nine years. What Type of Silver is IRS Approved Investments? Internal Revenue Code Section 408(m) lists the type of precious metals and coins that are permitted investments using IRA funds: (A) […]

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Gold IRA – March 2018 Update

March 23rd, 2018

IRA Financial Group, founded by leading tax attorneys, is one of only a handful of institutions that are skilled in helping clients establish IRS approved Gold IRA plans. What Type of Gold are IRS Approved Investments? Internal Revenue Code Section 408(m) lists the type of precious metals and coins that are permitted investments using IRA […]

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