IRA Financial Group Podcast Episode 82: Impact of Trump Tax Plan on Real Estate Investors

November 7th, 2017

IRA Financial Group’s Adam Bergman discusses the proposed tax plan and the potential impact on real estate investors.   Click Here to Listen  

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Helpful Tips for Real Estate Investing with an Individual 401k

November 6th, 2017

IRA Financial Group’s Self-Directed Individual 401(k) Plan, also called a Solo 401(k), offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that […]

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IRA Financial Group Podcast Episode 81: Rollover Business Start-Up (ROBS) Big Winner in Trump Proposed Tax Plan

November 3rd, 2017

IRA Financial Group’s Adam Bergman discusses the potential impact of the proposed tax cuts on the Rollover Business Start-Up (ROBS) solution.   Click Here to Listen  

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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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What Types of Investments Can You Make with a Self Directed IRA?

October 31st, 2017

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS only describes the type of investments that are prohibited, which are very few.   The main advantages of using a […]

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What Is a Self-Directed IRA LLC?

October 30th, 2017

Many “traditional IRA” custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you will need their approval any pay transaction fees each time you make an investment. Whereas, in the case of a Self-Directed IRA LLC, also known as a “checkbook control” Self-Directed IRA LLC, a limited liability […]

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You Can Use Your 401(k) Plan to Invest in a Business with ROBS

October 28th, 2017

Leaving your job or thinking of leaving your job and a have 401(k) qualified retirement plan or other type of retirement plan? Why not use your retirement funds to invest in yourself instead of a volatile stock market? With the recent turmoil in the U.S. stock market and the downward trend expected to continue, why […]

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IRA Financial Group Podcast Episode 80: The Trump Tax Plan and 401(k) Plan Retirement Accounts

October 25th, 2017

IRA Financial Group’s Adam Bergman discusses the proposed tax plan from President Trump and the potential impact on 401(k) Plan retirement accounts and why the government thinks it needs to lower 401(k) Plan contribution limits.   Click Here to Listen  

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