The LLC Operating Agreement for a Self-Directed IRA

February 20th, 2017

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 […]

Read More →




Your Self-Directed IRA Custodian Fees May Be Tax Deductible

February 16th, 2017

Unbeknownst to many retirement account holders, payment of individual retirement account (“IRA”) custodian/trustee fees is generally tax-deductible.  Under Internal Revenue Service (“IRS”) rules, in place of the standard deduction, one can deduct certain expenses as miscellaneous itemized deductions on Schedule A (Form 1040 or Form 1040NR). One can only claim the amount of expenses that […]

Read More →




Why Is It Important To Have Checkbook Control Over Your Self-Directed IRA?

February 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 […]

Read More →




Protecting Your IRA Without The Fiduciary Rule

February 8th, 2017

Here’s the second article from Forbes.com dealing with the fiduciary rules – Now that President Trump has rescinded the fiduciary rule, what exactly does that mean for IRA investors?  The fiduciary rule, developed by the Obama administration, aimed to protect retirement savers from bad advice and keep more money in their pockets. It also sought […]

Read More →




Trump, The Fiduciary Rule And Your IRA

February 7th, 2017

Here’s the first of two articles written by Adam Bergman at Forbes.com about President Trump’s plan to rescind the fiduciary rules – On February 3, 2017, President Trump announced that he will use a memorandum to ask the labor secretary to consider rescinding a rule, better known as the fiduciary rules, set to go into […]

Read More →




Some Helpful Tips For Investing In Real Estate Using Retirement Funds

February 2nd, 2017

This article, written by Adam Bergman, first appeared on Forbes.com – Most people mistakenly believe that their retirement accounts must be invested in traditional financial related investments such as stocks, mutual funds, exchange traded funds, etc. Few Investors realize that the Internal Revenue Service (“IRS”) permits retirement accounts, such as an IRA or 401(k) plan, […]

Read More →




Adam Bergman – IRA Financial Group Partner – Featured in South Florida Business Journal

January 31st, 2017

Executive profile on Adam Bergman, IRA Financial Group partner, published on January 27, 2017 in South Florida Business Journal Adam Bergman, President of the IRA Financial Group, was featured in the South Florida Business Journal on January 27, 2017. The executive profile detailed how Mr. Bergman moved from practicing tax law for almost ten years […]

Read More →




Understanding Your Options When Inheriting An IRA From A Non-Spouse

January 27th, 2017

Here’s another article from Adam Bergman that originally appeared on Forbes.com – Unfortunately, the Internal Revenue Service (“IRS”) does not allow you to keep retirement funds in your account indefinitely. The required minimum distribution rules (“RMD”) were created in order to guarantee the flow of IRA funds into the federal income tax system as well […]

Read More →