IRA Financial Group Podcast Episode 131: How To Bet On Your Self-Directed IRA

May 16th, 2018

IRA Financial Group’s Adam Bergman discusses the recent Supreme Court decision to strike down the Federal law that prohibited sports gambling and whether this decision means that a person can legally gamble on sports with their retirement money based on the current tax code. Click Here to Listen  

Read More →




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  

Read More →




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  

Read More →




Three Reasons Why You May Want to Consider Using a Rollover Business Start-Up (ROBS) to Buy a Business or Franchise with your IRA or 401(k) Plan

April 10th, 2018

The Internal Revenue Code pursuant to Section 4975(d)(13) and ERISA have firmly codified the ability to use retirement funds to invest in the stock of a sponsoring company as long as certain IRS and ERISA rules are followed. The Rollover Business Start-up or ROBS arrangement typically involves rolling over a prior IRA or 401(k) plan […]

Read More →




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

March 28th, 2018

In his latest Forbes.com 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 […]

Read More →




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 […]

Read More →




Why Choose ROBS Instead of a Self-Directed IRA to Start Your Business

October 13th, 2017

The Business Acquisition & Compliance Solution Structure (BACSS) also known as the “Rollover Business Start-Up” (“ROBS”) Solution is an IRS and ERISA approved structure that allows an individual to purchase a new or existing business with retirement funds and be active in the business without triggering any of the IRS prohibited transaction rules. The ROBS […]

Read More →




How to Utilize a Solo 401(k) Loan to Invest

September 27th, 2017

When it comes to using retirement funds, such as a Solo 401K Plan, to make investments, the question arises whether a Solo 401K Plan can utilize a loan as part of the transaction. The IRS has always allowed a Solo 401K Plan to make traditional as well as non-traditional investments such as real estate. However, […]

Read More →