What’s the Difference Between a Custodian and Checkbook Control Self Directed IRA?

January 23rd, 2017

Many IRA custodians advertise themselves as offering a Self Directed IRA, but what that really means is that you can direct your IRA as long as you direct into one of their offerings. In other words, in a custodian controlled self directed IRA, you are generally only permitted to invest your IRA funds in investments […]

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Advantages of Opening a Self-Directed IRA in 2017

January 17th, 2017

There are many advantages to opening a Self-Directed IRA – Tax Advantages: With the Self-Directed IRA LLC, you have all the tax advantages of traditional IRAs, as well as tax deferral and tax-free gains. All income and gains generated by your IRA investment will flow back to your IRA tax-free. By using a Self-Directed IRA […]

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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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Cut Your 2016 Tax Bill by Contributing to Your IRA

January 9th, 2017

Did you know you can still save on taxes for 2016 by contributing to your IRA or Self-Directed IRA?  This is especially true if you are on the cusp of a higher tax bracket.  For example, if you are married and filing jointly, the 15% tax bracket is cut off at $75,300.  If your total […]

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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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How Long Does Set-up Take for a Self-Directed IRA?

December 27th, 2016

The IRA Financial Group will take care of setting up your entire Self Directed IRA LLC structure in a matter of days. Our in-house tax and ERISA professionals will work with you directly to customize a structure that satisfies your tax and investment goals. The whole process can be handled by phone, email, fax, or […]

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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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