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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IRA Financial Group Podcast Episode 126: Navigating The Fake News About Holding Bitcoin IRA

April 30th, 2018

IRA Financial Group’s Adam Bergman discusses the false information that is out there about holding Bitcoins and other cryptocurrencies in an IRA. Click Here to Listen  

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Five Reasons You Should Use ROBS to Start Your Own Business

April 19th, 2018

When it comes to using retirement funds to buy or finance a business that you or another “disqualified person” will be involved in personally, there is only one legal way to do it and that is through the Business Acquisition Solution, also known as a Rollover Business Start-Up (ROBS). The ROBS solution takes advantage of […]

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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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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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