Five Things To Consider Before Buying Real Estate With A Self-Directed IRA

April 17th, 2018

In a recent article for Forbes.com, IRA Financial Group president discusses five things to know before using a Self-Directed IRA to purchase real estate – The Internal Revenue Service (“IRS”) permits retirement accounts, such as an IRA, to invest in real estate and other alternative types of investments.  As a matter of fact, IRS rules […]

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IRA Financial Group Podcast Episode 119: Make Too Much To Have A Roth IRA – You Need To Listen to This

April 13th, 2018

IRA Financial Group’s Adam Bergman discusses the idea that if you make too much money you can’t have a Roth IRA and have no options and how you can legally do a backdoor Roth IRA. Click Here to Listen  

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What You Need To Know Before Transferring Retirement Assets to a Self-Directed IRA

April 11th, 2018

The self-directed IRA structure is a solution that allows one to use their retirement funds to make real estate and other investments without tax.  One of the more popular ways to fund a self-directed IRA is via a contribution, transfer or rollover. In general, you can transfer, tax free, assets (money or property) from other […]

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IRA Financial Group Podcast Episode 115: Tax Return Deadline and Retirement Planning Tips You Need To Know

April 9th, 2018

IRA Financial Group’s Adam Bergman discusses the tax return deadline and retirement planning tips. Click Here to Listen  

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IRA Financial Group Podcast Episode 114: Tax Return Dilemma – Traditional or Roth IRA Contributions

April 6th, 2018

IRA Financial Group’s Adam Bergman discusses whether you should make a pre-tax IRA or Roth IRA contribution, as well as if you should do a Roth IRA conversion. Click Here to Listen  

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IRA Financial Group Podcast Episode 112: Mazzei Case – Is the Roth Foreign Sales Corp Strategy Dead?

March 30th, 2018

IRA Financial Group’s Adam Bergman discusses a recent case called Mazzei v. Commissioner, which deals with Roth IRAs and foreign sales corporations. Click Here to Listen  

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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 […]

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IRA Financial Group Podcast Episode 108: Fifth Circuit Court of Appeals Strikes Down DOL Fiduciary Rule for IRAs

March 16th, 2018

IRA Financial Group’s Adam Bergman discusses the March 15th, 2018 Fifth Circuit Court of Appeals strike down of the DOL Fiduciary Rule for IRAs. Click Here to Listen  

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