IRA Financial Group Podcast Episode 117: Prohibited Transaction or Not? Can I Buy A Car With My Self-Directed IRA

April 12th, 2018

IRA Financial Group’s Adam Bergman discusses whether buying a car with a Self-Directed IRA is a prohibited transaction or not and if a car can be considered an investment based on the rules in the Internal Revenue Code. Click Here to Listen  

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Holding Gold In Your IRA At Home May Not Be As Safe As You Think

April 2nd, 2018

Here’s another one from – Over the last several years, several precious-metals dealers recently have been advertising “home storage” as a legal way for storing gold and IRS-approved precious metals owned by an individual retirement account (IRA). These advertisements caused confusion among investors and IRA custodians, as the “home storage” gold IRA approach seemed to […]

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Bitcoin IRA Fees

March 19th, 2018

There are generally two ways to purchase cryptocurrencies with IRA funds: (i) The Bitcoin IRA Broker/Custodian Controlled approach, and (ii) the Wallet Control IRA LLC solution.  Both structures have some advantages and disadvantages. Bitcoin IRA Broker/Custodian Controlled With the Bitcoin IRA Broker/Custodian Controlled approach, the IRA investors must purchase the cryptocurrency through brokers associated with […]

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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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What is a Self-Directed IRA LLC Operating Agreement?

December 27th, 2017

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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C Corporation UBTI/UBIT Tax Blocker Strategy To Gain Popularity for Self-Directed IRA Investors Due To Proposed Tax Plan

November 21st, 2017

Reduction in maximum corporate tax rate to 20% expected to increase use of C Corporation blocker for self-directed IRA private equity and real estate investment deals Adam Bergman, a partner with the IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, expects to see a significant increase in the […]

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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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2018 IRA Contribution Limits Announced

October 24th, 2017

Last week, the IRS announced the new limits for retirement plans for 2018.  Here’s what you need to know about your IRA Contributions – 2018 IRA (including Self-Directed IRAs) Contribution Limit – Limits remain the same as 2017.  For individuals under age 50, the limit is $5,500.  For those 50 and older, you can make […]

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