Three Things To Consider Before Taking A Distribution From A Self-Directed IRA

April 24th, 2018

Here’s an article from, written by our own Adam Bergman, about taking distributions from a Self-Directed IRA – One of the primary reasons IRAs and 401(k) plans have become the primary retirement vehicles for American workers is the concept of tax-deferral. The concept is premised on the notion that all income and gains generated […]

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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, 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 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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What You Need To Know Before Transferring Retirement Assets to a Self-Directed IRA

April 11th, 2018

The self-directed IRA structure is a solution that allows one to use their retirement funds to make real estate and other investments without tax.  One of the more popular ways to fund a self-directed IRA is via a contribution, transfer or rollover. In general, you can transfer, tax free, assets (money or property) from other […]

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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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Should You Use a Special Custodian to Invest with a Self-Directed IRA?

March 27th, 2018

Pursuant to Section 408 of the Internal Revenue Code, an IRA must be established by a bank, financial institution, or authorized trust company.  Thus, a bank such as Wells Fargo, financial institution such as Vanguard, or a trust company such as the IRA Financial Trust Company are authorized to establish and administer IRAs.  The main […]

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IRA Financial Group Podcast Episode 109: SEC Regulation of ICOs and Impact on Self-Directed IRAs

March 23rd, 2018

IRA Financial Group’s Adam Bergman discusses the recent regulation by the SEC on Initial Coin Offerings and what it means for Self-Directed IRA investors. Click Here to Listen  

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IRA Financial Group Podcast Episode 107: Three Things You Absolutely Need To Know Before Buying Bitcoins With An IRA

March 9th, 2018

IRA Financial Group’s Adam Bergman discusses the three essential things one should consider before using an IRA to buy Bitcoins and other cryptocurrencies. Click Here to Listen  

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