How do I hold IRS Approved Gold in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins and precious metals that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act […]

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How do I hold IRS Approved Coins in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act of 1988 also […]

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IRA Financial Group Podcast Episode 69: The Real Winner In The Presidential Election Was The Roth IRA

November 22nd, 2016

IRA Financial Group’s Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.   Click Here to Listen  

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How to Use Your Self Directed IRA to Invest in Alternate Assets

November 21st, 2016

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 and Department of Labor only describe the types of investments that are prohibited, which are very few. The foundation […]

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IRA Financial Group Podcast Episode 68: What a Trump Presidency Means for Your Retirement Funds

November 18th, 2016

IRA Financial Group’s Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect’s position on lowering taxes.   Click Here to Listen  

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Forex Trading with Your Solo 401k

November 17th, 2016

The foreign exchange market, also known as Forex, allows someone to exchange currencies around the world.  Currency trading is one of the safest investments since fluctuations in the price of currency are very small (less than one cent per day).  You can open and close positions in hours or hold them for as long as […]

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Real Estate Investing in Reno, Nevada

November 16th, 2016

Real Estate Investing is one of the best ways to provide oneself with income, especially for retirement.  Reno, Nevada is one of the hottest places to invest right now.  With a Self-Directed IRA, you can invest in any type of real estate, including residential homes, vacation homes, raw land and commercial space.  Most financial institutions […]

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Solo 401k Plans and Disqualified Persons

November 14th, 2016

The IRS has restricted certain transactions between the Solo 401(k) plan and a “disqualified person”. The rationale behind these rules was a congressional assumption that certain transactions between certain parties are inherently suspicious and should be disallowed. The definition of a “disqualified person” (Internal Revenue Code Section 4975(e)(2)) extends into a variety of related party […]

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