IRA Financial Group Podcast Episode 122: What You Need to Know About The Impact Of The Proposed SEC Fiduciary Rule On Your Retirement Accounts

April 23rd, 2018

IRA Financial Group’s Adam Bergman discusses the new SEC Fiduciary Rules and the potential impact on your IRA. Click Here to Listen  

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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 121: This Is What You Need To Know If You Are Thinking About Owning Collectibles With Retirement Funds

April 17th, 2018

IRA Financial Group’s Adam Bergman discusses what you need to know if you are thinking about investing your retirement funds in collectibles, why the IRS prohibits investing an IRA or 401(k) in collectibles and what types of investments get defined as collectibles by the IRS. Click Here to Listen  

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IRA Financial Group Podcast Episode 120: How Do I Know My 401k Roller Was Done Correctly And No Tax Is Due

April 16th, 2018

IRA Financial Group’s Adam Bergman discusses how you know if the 401k rollover that you just did from your former employer was done properly and does not require a tax payment. Click Here to Listen  

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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 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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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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