Bitcoin Exchanger Receives Summons – Using Retirement Funds To Purchase Bitcoins May Become More Attractive

December 2nd, 2016

In a petition filed November 17, 2016 with the U.S. District Court for the Northern District of California, the U.S. Department of Justice (DOJ) asked the court for a John Doe summons to be issued on bitcoin exchanger Coinbase Inc. The John Doe summons would require Coinbase Inc., the largest bitcoin exchanger in the U.S., […]

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You May Want to Wait on that Roth IRA Conversion

December 1st, 2016

This article originally appeared on Forbes.com – Nearly every December, one of the more common questions directed at tax professionals is whether one should convert their pre-tax IRA or 401(k) qualified retirement plan to a Roth IRA or Roth 401(k) plan.  There is generally no wrong or right answer, but much of the analysis tends […]

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Trump Presidency May Lead to More Self-Directed Roth IRA Investors

November 28th, 2016

Prospect of reduced income tax rates under President Trump expected to increase benefit of making Roth IRA contributions IRA Financial Group, a leading provider of self-directed IRA and Solo 401(k) plans, expects to see a surge in the popularity of the self-directed Roth IRA. Based on Donald Trump’s Presidential Election victory, Mr. Trump’s tax plan […]

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How do I hold IRS Approved Gold in a Self-Directed IRA

November 23rd, 2016

Internal Revenue Code Section 408(m) identifies the types of coins and precious metals that may be purchased using a Self-Directed IRA. Section 408(m)(3)(A) lists the type of coins that may be purchased with retirement funds, which generally are American Eagle and U.S. state minted coins of a certain finesse.  The Technical and Miscellaneous Revenue Act […]

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How to Use Your Self Directed IRA to Invest in Alternate Assets

November 21st, 2016

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS and Department of Labor only describe the types of investments that are prohibited, which are very few. The foundation […]

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IRA Financial Group Podcast Episode 68: What a Trump Presidency Means for Your Retirement Funds

November 18th, 2016

IRA Financial Group’s Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect’s position on lowering taxes.   Click Here to Listen  

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Real Estate Investing in Reno, Nevada

November 16th, 2016

Real Estate Investing is one of the best ways to provide oneself with income, especially for retirement.  Reno, Nevada is one of the hottest places to invest right now.  With a Self-Directed IRA, you can invest in any type of real estate, including residential homes, vacation homes, raw land and commercial space.  Most financial institutions […]

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Trump Victory and Prospect of Reduced Corporate Tax Rates Expected To Increase Popularity of Rollover Business Start-Up Solution

November 12th, 2016

Reduced corporate tax rates will help thousands of Americans use retirement funds tax-free to fund a business via ROBS IRA Financial Group, a provider of Rollover Business Startup Solution (“ROBS”) solutions, expects to see a surge in the popularity of the ROBS solution based on Donald Trump’s Presidential Election victory. Mr. Trump’s tax plan has […]

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