IRA Financial Group Podcast Episode 133: Can You Contribute Cryptocurrency To An IRA

May 18th, 2018

IRA Financial Group’s Adam Bergman discusses how to fund an IRA and whether you can fund an IRA with cryptocurrency. Click Here to Listen  

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Here is Why Understanding the Self-Directed IRA Rules May be as Important as Picking the Right Investment for Your retirement

May 17th, 2018

It has been almost fifty years since IRAs have been established and still the majority of retirement account holders are not aware of the self-directed IRA rules which allow IRA holders to buy real estate and other alternative assets with an IRA. By using a self-directed IRA, which is essentially an IRA held at a […]

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IRA Financial Group Podcast Episode 132: The SEC Howey Coin And Your Self-Directed IRA

May 17th, 2018

IRA Financial Group’s Adam Bergman discusses the SEC’s Howey Coin, a clever way to educate people about ICOs (Initial Coin Offerings) and the potential of fraud, based on a made up virtual currency that shows investors how easy it is to get scammed if you don’t pay attention. Click Here to Listen  

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IRA Financial Group Podcast Episode 131: How To Bet On Your Self-Directed IRA

May 16th, 2018

IRA Financial Group’s Adam Bergman discusses the recent Supreme Court decision to strike down the Federal law that prohibited sports gambling and whether this decision means that a person can legally gamble on sports with their retirement money based on the current tax code. Click Here to Listen  

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You Won’t Believe What the IRS Definition of a Self-Directed IRA is

May 16th, 2018

Believe or not – the IRS does not define what a self-directed IRA is.  There is no specific definition of what a self-directed IRA is. In fact, a self-directed IRA is not a term of art and you will not find it anywhere in the Internal Revenue Code (“Code”).  A self-directed IRA simply refers to […]

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Self-Directed IRA Expert Adam Bergman Gives Insight on Using an IRA to Buy Real Estate

May 15th, 2018

Most retirement account holders are surprised to learn that even since the creation of IRAs, the IRS has always permitted an IRA to purchase or hold real estate or raw land. In fact, it states it right on the IRS website. By using a self-directed IRA to buy real estate, you will be able to […]

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Three Reasons to Think About Using Retirement Funds to Buy a Business

May 15th, 2018

There is only one legal way to use retirement funds to buy or finance a business that you or a “disqualified person” will be involved in personal and that is the Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of an exception in the tax code under Internal Revenue Code (“IRC”) Section 4975(d)(13) that […]

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New Tax Law Helps Minimize Impact Of UBTI Tax For Self-Directed IRA Investors

May 15th, 2018

Here’s Adam Bergman’s latest Forbes.com article about the “C Corp Blocker” strategy to minimize taxes on Self-Directed IRA investments – One of the major elements of the 2017 Tax Cuts and Jobs Act (the “Act”) was the reduction in the maximum corporate tax rate from 35% to 21%.  The corporate tax reduction has been warmly […]

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