Potential Impact On Millennials Of Social Security Reserves Running Dry By 2034

June 19th, 2018

The 2018 Social Security and Medicare Boards of Trustees announced that the Social Security program’s cost will exceed its income this year for the first time since 1982, forcing the program to dip into its nearly $3 trillion trust fund to cover benefits. Congress established trust funds managed by the Secretary of the Treasury to […]

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6 Easy Steps to Setting up a Self-Directed Roth IRA

June 11th, 2018

Making an investment through a Self-Directed IRA LLC can be done in a few easy steps: 1. Set up a Self-Directed Roth IRA LLC. With IRA Financial Group, you no longer have to spend $2000 to $5,000 or more to set up your Self-Directed Roth IRA LLC. We provide the following all for one low […]

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Why and How to Transfer a Roth IRA to a Self-Directed Roth IRA

May 30th, 2018

Individuals may generally transfer Roth IRA or rollover eligible qualified retirement plan assets into a self-directed Roth IRA LLC structure. Individuals may not rollover Roth IRA funds into a qualified retirement plan, such as a Solo 401(k) Plan or a pre-tax IRA account, such as a Traditional IRA or SEP IRA. Roth IRA Transfers to […]

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IRA Financial Group Podcast Episode 133: Can You Contribute Cryptocurrency To An IRA

May 18th, 2018

IRA Financial Group’s Adam Bergman discusses how to fund an IRA and whether you can fund an IRA with cryptocurrency. Click Here to Listen  

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This is How You Can Invest in Real Estate with a Self-Directed IRA LLC

May 7th, 2018

It’s a little-known fact that Real Estate can be purchased with retirement account funds. When using a Self-Directed IRA LLC for investments in real estate, your profits are tax-deferred back into your retirement account. More important, if you have full checkbook control over your Self-Directed IRA LLC, the purchases can be made on the spot […]

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IRA Financial Group Podcast Episode 127: Millennials – Don’t Want To Have To Work Your Entire Life – Listen Up

May 1st, 2018

IRA Financial Group’s Adam Bergman discusses how Millennials can set themselves up so that they don’t have to work their entire lives and can secure their financial futures for retirement. Click Here to Listen  

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How one less Starbucks Cappuccino a Day Can Make a Millennial Difference

April 26th, 2018

I am going to make a bold statement that I will prove to be true with cold hard numbers. Hey millennials – saving just a few dollars a day or about $4.68 for a double tall non-fat cappuccino at Starbucks – my fav)— can make you a millionaire when you retire. I understand it may […]

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If you are a Millennial & Do Not Want to Have to Work Your Entire Life – You Need to Read This

April 26th, 2018

Americans have one of the lowest savings rates for developed countries. Americans are the ultimate consumers, and that definitely plays a role. However, I believe that education—or its lack thereof—is a big factor. Most people don’t understand the basic concepts of retirement planning and how crucial it is, largely because it’s not widely taught in […]

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