Changes to IRS Form 5498 with Regards to Your Self-Directed IRA

March 27th, 2017

For Tax Year 2015 and beyond on IRS Form 5498, the IRS now requires IRA custodians to separately specify transactions which involve certain Self-Directed IRA investments The information on Form 5498 is submitted to the Internal Revenue Service by the trustee (IRA custodian) of your individual retirement arrangement (IRA) to report contributions, including any catch-up […]

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Tax Filing Tips To Save On Taxes And Boost IRA Savings

March 22nd, 2017

Here’s an article from, written by our own Adam Bergman, talking about ways to save on taxes while boosting IRA savings – With the individual tax-filing deadline date of April 18, 2017 for the 2016 taxable year quickly approaching, reviewing some of the ways one can save taxes as well as boost his or […]

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IRA Financial Group Podcast Episode 72: New Partnership Tax Return Deadline for Multiple-Member LLC – March 15 2017

March 8th, 2017

IRA Financial Group’s Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.   Click Here to Listen  

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New Ruling Expected to Increase Popularity of DISC Roth IRA Tax Strategy

March 6th, 2017

Appeals Court in Summa Holdings affirmed use of having commissions from domestic international sales corporation go to a Roth IRA IRA Financial Group, the leading provider of self-directed IRA retirement solutions, believes that the Sixth Circuit Appeals Court decision which held that using a DISC and Roth IRA strategy for their congressional-sanctioned purposes—tax avoidance was […]

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The Fiduciary Rule In Flux – The Impact On IRA Vs. 401(k) Plan Investments

February 28th, 2017

President Trump’s decision to delay the implantation of President Obama’s fiduciary rule, which was in the works for almost six years, put’s a pause on a framework that would have regulated the investment advice given to 401(k) plans and IRAs equally. Obama’s fiduciary rule aimed to protect retirement savers from bad advice and keep more […]

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Valuing Alternative Assets In A Self-Directed IRA

February 23rd, 2017

This article originally appeared on, written by our own Adam Bergman – Every IRA custodian is required to report annually to the Internal Revenue Service (“IRS”) the fair market value of each IRA it holds.  The IRA custodian will report the fair market value of the IRA to the IRS using IRS Form 5498.  […]

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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 […]

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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 […]

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