New Tax Law Helps Minimize Impact Of UBTI Tax For Self-Directed IRA Investors

May 15th, 2018

Here’s Adam Bergman’s latest article about the “C Corp Blocker” strategy to minimize taxes on Self-Directed IRA investments – One of the major elements of the 2017 Tax Cuts and Jobs Act (the “Act”) was the reduction in the maximum corporate tax rate from 35% to 21%.  The corporate tax reduction has been warmly […]

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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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Holding Gold In Your IRA At Home May Not Be As Safe As You Think

April 2nd, 2018

Here’s another one from – Over the last several years, several precious-metals dealers recently have been advertising “home storage” as a legal way for storing gold and IRS-approved precious metals owned by an individual retirement account (IRA). These advertisements caused confusion among investors and IRA custodians, as the “home storage” gold IRA approach seemed to […]

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Coverdell ESAs Allow Small Contributions But Provide Access To Wide Investment Universe

March 28th, 2018

In his latest article, Adam Bergman, discuses the Coverdell ESA – Formerly known as an Education IRA, a Coverdell Education Savings Account (Coverdell), is a federally sponsored, tax-advantaged trust or custodial account set up to pay for qualified education expenses, such as tuition and fees; the cost of books, supplies and other equipment; and […]

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Should You Use a Special Custodian to Invest with a Self-Directed IRA?

March 27th, 2018

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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What is a Self-Directed IRA LLC Operating Agreement?

December 27th, 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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Self-Directed IRA Platform Offers Financing Options to Houston Flood Victims

August 29th, 2017

Self-directed IRA LLC hard money investment option could offer valuable funding options to Texas flood victims IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans, anticipates the use of the self-directed IRA platform as an attractive funding option for Texas flood victims. As a result of the recent enormous devastation […]

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IRA Financial Group Announces New Self-Directed IRA Prohibited Transaction Review Service

June 28th, 2017

New self-directed IRA prohibited transaction review service will be offered to all IRA Financial Group clients IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) Plans, announces the introduction of a self-directed IRA prohibited transaction review service. IRA Financial Group’s new self-directed IRA prohibited transaction review service will be available […]

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