Choosing The Right Self-Directed IRA Depends On What You Want To Own

May 29th, 2018

Here’s Adam Bergman’s latest article from Forbes – The self-directed IRA is a retirement account vehicle that allows investors to use retirement funds to buy alternative assets, such as real estate. A self-directed IRA is not a term of art and you will not find it anywhere in the Internal Revenue Code.  A self-directed IRA […]

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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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Here is Why Understanding the Self-Directed IRA Rules May be as Important as Picking the Right Investment for Your retirement

May 17th, 2018

It has been almost fifty years since IRAs have been established and still the majority of retirement account holders are not aware of the self-directed IRA rules which allow IRA holders to buy real estate and other alternative assets with an IRA. By using a self-directed IRA, which is essentially an IRA held at a […]

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IRA Financial Group Podcast Episode 132: The SEC Howey Coin And Your Self-Directed IRA

May 17th, 2018

IRA Financial Group’s Adam Bergman discusses the SEC’s Howey Coin, a clever way to educate people about ICOs (Initial Coin Offerings) and the potential of fraud, based on a made up virtual currency that shows investors how easy it is to get scammed if you don’t pay attention. Click Here to Listen  

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

May 15th, 2018

Here’s Adam Bergman’s latest Forbes.com 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 129: How To Use Your Retirement Funds To Participate In The Next Kentucky Derby

May 9th, 2018

IRA Financial Group’s Adam Bergman discusses how you can get involved in next year’s Kentucky Derby by investing in a horse with your retirement account and the risks involved. Click Here to Listen  

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IRA Financial Group Podcast Episode 128: This Is Why Real Estate Investors Are Using LLCs To Buy Real Estate Inside And Outside Of Retirement

May 4th, 2018

IRA Financial Group’s Adam Bergman discusses the trend of using an LLC to buy real estate inside and outside of retirement accounts. Click Here to Listen  

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Three Things To Consider Before Taking A Distribution From A Self-Directed IRA

April 24th, 2018

Here’s an article from Forbes.com, written by our own Adam Bergman, about taking distributions from a Self-Directed IRA – One of the primary reasons IRAs and 401(k) plans have become the primary retirement vehicles for American workers is the concept of tax-deferral. The concept is premised on the notion that all income and gains generated […]

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