How To Fund a Self-Directed IRA with an IRA Rollover

January 22nd, 2018

Individuals may generally rollover their retirement savings between eligible defined contribution plans, defined benefit plans and pre-tax IRAs, including SEP IRAs and SIMPLE IRAs to a Self-Directed IRA. Eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. Individuals may also roll over after-tax […]

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Self-Employed for 2018? Check Out the Solo 401(k) Plan for Your Retirement Planning

January 18th, 2018

In 1981, the IRS formally described the rules for 401k Plans. The Solo 401k Plan is an IRS approved type of qualified plan. The Solo 401k plan is not a new type of plan. It is a traditional 401k plan covering only one employee. The plans have the same rules and requirements as any other […]

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IRA Financial Group to Accept Cryptocurrencies for Payment of Fees Beginning 2nd Quarter 2018

January 17th, 2018

IRA Financial to allow clients to use bitcoins or other cryptocurrencies to pay for self-directed IRA or Solo 401(k) plan services & administration costs IRA Financial Group & IRA Financial Trust Company, the leading providers of self-directed IRA LLC and Solo 401(k) Plans , announces that it will accept Bitcoins & other cryptocurrencies beginning in […]

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Counting Cryptocurrency Gains And Losses Without Running Afoul Of IRS Rules

January 16th, 2018

Here’s the latest cryptocurrency article by Adam Bergman, that originally appeared on – 2017 is viewed by many as the year of the crypto. However, with the increase in popularity and surge in value of cryptocurrencies, a significant number of cryptocurrency investors are now finding themselves in the uncomfortable position of trying to determine […]

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IRA Financial Group Podcast Episode 94: How to Safely Hold Cryptos in Your Retirement Accounts -The Risks Involved and Your Options

January 11th, 2018

IRA Financial Group’s Adam Bergman discusses tips for using retirement money to purchase cryptocurrencies, like Bitcoins, and the advantages of using your retirement funds to purchase virtual currency.   Click Here to Listen  

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IRA Financial Group Podcast Episode 93: How to Safely Hold Cryptos in Your Retirement Accounts -The Risks Involved and Your Options

January 9th, 2018

IRA Financial Group’s Adam Bergman discusses why it is important to hold onto your private key when buying cryptocurrency in your self-directed retirement account and the risks involved in disclosing your private key to a custodian.   Click Here to Listen  

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Quick Recap of the 2018 Solo 401(k) Contribution Limits

January 6th, 2018

A Solo 401(k) participant can contribute to the plan as an employee and as employer. Employee Elective Deferrals For 2018, up to $18,500 per year can be contributed by the participant through employee elective deferrals. An additional $6,000 can be contributed for persons over age 50. These contributions can be up to 100% of the […]

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What You Should Know About Taxation Of Cryptocurrencies

January 3rd, 2018

Here’s an article that was first published on – If you spend or invest in virtual currencies, it is crucial to understand how virtual currency transactions are treated for tax purposes. IRS Notice 2014-21 The IRS addressed the taxation of virtual currency transactions in Notice 2014-21. According to the Notice, virtual currency is treated as […]

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