IRA Financial Group Podcast Episode 65: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

September 26th, 2016

IRA Financial Group’s Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.   Click Here to Listen  

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Adam Bergman, IRA Financial Group Partner, Publishes Second Book on Self-Directed IRA

September 22nd, 2016

Newly published Self-Directed IRA in a Nutshell book will help explain the self-directed IRA structure and is available on Adam Bergman, a partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA LLC and Solo 401(k) plans, announces the release of his second book on the self-directed IRA structure, titled […]

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IRA Financial Group Podcast Episode 64: Trump and Clinton on Retirement Plans, Social Security, and Taxes

September 21st, 2016

IRA Financial Group’s Adam Bergman discusses how the Presidential candidates view retirement plans, retirement savings, and overall tax policy.   Click Here to Listen  

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Can You Use a Self Directed IRA LLC to Invest in a Business?

September 19th, 2016

Yes, as long as the business is not owned by a disqualified person you are permitted to use your Self Directed IRA LLC funds to invest in the business. However, any business regularly carried on or by a partnership or LLC of which the Self Directed IRA LLC is a partner or member is an […]

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How Does the Self Directed IRA LLC Structure Work?

September 15th, 2016

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA professionals are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer […]

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Why the Need for a Self Directed IRA LLC Operating Agreement

September 13th, 2016

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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Why Do You Need a Special Custodian for Self Directed IRA Investments

September 12th, 2016

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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Self-Directed IRA Real Estate Investor Focusing on Home Fixer Uppers In Light of Strong Home Prices

September 8th, 2016

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, has seen a growing trend of real estate IRA clients looking to use their self-directed IRA funds to purchase home fixer-uppers in light of high residential home prices across the country. “We have seen more and more self-directed IRA clients […]

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