How to Utilize a Self-Directed Roth IRA to Plan Your Estate

January 10th, 2017

In addition to the significant tax benefits in using a Self-Directed Roth IRA LLC to make investments, the Roth IRA also offers a number of very exciting estate planning opportunities. In general, a self-directed Roth IRA is an after-tax account that allows the Roth IRA holder to benefit from tax-free investment growth, so long as […]

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Beware The UBTI Rule When Investing In Real Estate With Retirement Funds

December 28th, 2016

This article originally appeared on Forbes.com – Since the creation of individual retirement accounts (“IRAs”) the Internal Revenue Service (“IRS”) has always permitted an IRA or other retirement account to purchase, hold, or flip real estate.   In fact, it states it right on the IRS website. By using a Self-Directed IRA or 401(k) plan, […]

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IRA Financial Group Podcast Episode 70: 2016 Year-End Retirement Planning

December 23rd, 2016

IRA Financial Group’s Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.   Click Here to Listen  

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IRA Financial Group Enhances Year-End Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients To Include CPA Services

December 22nd, 2016

 2016 year-end tax planning service will help IRA Financial Group Clients keep their self-directed retirement structures in IRS compliance IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) plan solutions, announces an expansion of its year-end tax planning service for all its self-directed IRA LLC and solo 401(k) plan clients. […]

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Some Simple Year-End Retirement Planning Opportunities That Can Sweeten Your Retirement

December 21st, 2016

With the end of the year approaching, there is still time left to consider retirement planning opportunities.  Below are some simple, but potentially financially rewarding, retirement planning ideas to think about: IRA Contributions: For 2016, the maximum IRA contribution is $5500 or $6500 if over the age of fifty and will remain the same for […]

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How Do You Convert Your Current Retirement Plan to a Self-Directed Roth IRA

December 19th, 2016

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]

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IRA Financial Group Offers Year-End Expanded Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients

December 8th, 2016

2016 year-end tax planning service will help IRA Financial Group Clients keep their self-directed IRA and Solo 401(k) Plans in IRS compliance IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and Solo 401(k) plan solutions, is proud to offer all its self-directed retirement clients with an expanded year-end tax planning service, which […]

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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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