What To Know Before Purchasing Cryptocurrencies With Retirement Funds

December 15th, 2017

The following, written by Adam Bergman, first appeared on Forbes.com – With the value of Bitcoins and many other cryptocurrencies flying high in 2017, many investors have looked to take advantage of this trend and own cryptocurrencies in tax-advantaged retirement plans, such as a Self-Directed IRA or Solo 401(k) Plan.  This article will explore the […]

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IRA Financial Group Podcast Episode 89: Using a Self-Directed IRA to Buy Cryptos – Interview with an IRA Financial Group Client Discussing His Experience

December 13th, 2017

IRA Financial Group’s Adam Bergman discusses the experience of an IRA Financial Group client who opened a Coinbase account and used his Self-Directed IRA funds to invest in Bitcoins. Topics include how easy it was to setup the account, how long it takes and the process for using retirement funds to buy cryptocurrency.   Click […]

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How You Can Invest in Real Estate with a Self-Directed IRA

November 28th, 2017

Most people mistakenly believe that their IRA must be invested in bank CDs, the stock market, or mutual funds. Few Investors realize that the IRS has always permitted real estate to be held inside IRA retirement accounts. Investments in real estate with a Self-Directed IRA LLC are fully permissible under the Employee Retirement Income Security […]

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How a Checkbook Control IRA Can Benefit You

November 13th, 2017

A Self-Directed IRA LLC with “Checkbook Control” plan is an IRS and tax court approved structure that will allow you to use your IRA funds to make almost any type of investment, including real estate, tax liens, precious metals, foreign currency and much more tax free! With a “checkbook control” Self-Directed IRA LLC you will […]

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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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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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