Self-Directed IRA Real Estate Investor Focusing on Home Fixer Uppers In Light of Strong Home Prices

September 8th, 2016

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, has seen a growing trend of real estate IRA clients looking to use their self-directed IRA funds to purchase home fixer-uppers in light of high residential home prices across the country. “We have seen more and more self-directed IRA clients […]

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Self-Employed Entrepreneur? The Solo 401(k) May be for You

September 6th, 2016

When it comes to their work and interests, I have found that many Americans lead lives that are more creative, fascinating and “outside the norm” than they probably realize. In my work, I meet many successful local South Florida entrepreneurs and small-business owners, many of them millennials, who started out at every imaginable occupation: attorneys, […]

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Tax Strategies for a Self-Directed Roth IRA

September 1st, 2016

Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA professionals have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax […]

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IRA Financial Group Podcast Episode 63: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

August 30th, 2016

IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.   Click Here to Listen  

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IRA Financial Group Podcast Episode 62: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

August 29th, 2016

IRA Financial Group’s Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.   Click Here to Listen  

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IRS Issues Revenue Procedure for 60-Day IRA Rollover Limit

August 28th, 2016

On August 24, the Internal Revenue Service provided a self-certification procedure designed to help recipients of retirement plan distributions who inadvertently miss the 60-day time limit for properly rolling these amounts into another retirement plan or individual retirement arrangement (IRA). In Revenue Procedure 2016-47, posted today on, the IRS explained how eligible taxpayers, encountering a […]

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Individual 401(k) Transactions that May Trigger UBTI Tax

August 24th, 2016

In general, most passive investments that your Solo 401(k) Plan might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such as an 401(k) Plan undertakes any […]

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Eligibility Requirements for a Self-Employed 401k Plan

August 22nd, 2016

A Self-Employed 401(k), also known as a  Solo 401(k) Plan, is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) […]

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