Choosing The Right Self-Directed IRA Depends On What You Want To Own

May 29th, 2018

Here’s Adam Bergman’s latest article from Forbes – The self-directed IRA is a retirement account vehicle that allows investors to use retirement funds to buy alternative assets, such as real estate. A self-directed IRA is not a term of art and you will not find it anywhere in the Internal Revenue Code.  A self-directed IRA […]

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3 Things You need to Know About Holding Gold in an IRA Personally

May 14th, 2018

Thanks to significant advertising by precious metals dealers, it has become widely known that gold, silver, palladium bullion as well as certain coins can be purchased with retirement account funds. In fact, IRC Section 408(m) sets forth a list of approved precious metals and coins that are not considered “collectibles” and may be purchased with […]

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Use Of LLCs By Self-Directed IRA Real Estate Investors Grow In Popularity

May 10th, 2018

Here’s Adam Bergman’s latest article from Forbes.com about the popularity of using an LLC to invest in real estate with a Self-Directed IRA – Wyoming passed the first limited liability company (“LLC”) statute in 1977 creating a new entity type that combined the benefits of corporate limited liability protection with the pass-through tax treatment of […]

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IRA Financial Group Podcast Episode 129: How To Use Your Retirement Funds To Participate In The Next Kentucky Derby

May 9th, 2018

IRA Financial Group’s Adam Bergman discusses how you can get involved in next year’s Kentucky Derby by investing in a horse with your retirement account and the risks involved. Click Here to Listen  

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

May 7th, 2018

It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC for investments in real estate, your profits are tax-deferred back into your retirement account. More important, if you have full checkbook control over your Self-Directed IRA LLC, the purchases can be made on the spot […]

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Five Things To Consider Before Buying Real Estate With A Self-Directed IRA

April 17th, 2018

In a recent article for Forbes.com, IRA Financial Group president discusses five things to know before using a Self-Directed IRA to purchase real estate – The Internal Revenue Service (“IRS”) permits retirement accounts, such as an IRA, to invest in real estate and other alternative types of investments.  As a matter of fact, IRS rules […]

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IRA Financial Group Podcast Episode 119: Make Too Much To Have A Roth IRA – You Need To Listen to This

April 13th, 2018

IRA Financial Group’s Adam Bergman discusses the idea that if you make too much money you can’t have a Roth IRA and have no options and how you can legally do a backdoor Roth IRA. Click Here to Listen  

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IRA Financial Group Podcast Episode 116: 5 Things To Know When Looking To Use A Self-Directed IRA To Buy Real Estate

April 10th, 2018

IRA Financial Group’s Adam Bergman discusses the five things you absolutely need to know if you are looking to use retirement funds to buy real estate. Click Here to Listen  

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