Can You Make Multiple Investments within One Self-Directed IRA?

September 20th, 2017

Yes. You are permitted to make multiple investments with your Self Directed IRA LLC as long as they are not prohibited transactions. The following investments have been the most popular investments for our Self-Directed IRA clients for September 2017: Cryptocurrency Even though Bitcoin is labeled as a “cryptocurrency”, from a Federal income tax standpoint, Bitcoins […]

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IRA Financial Group Announces It Will Spend $25,000 to Help Florida Office Employees Recover From Hurricane Irma

September 20th, 2017

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans, announces that it will be spending $25,000 over the coming months to help employees in their Miami office cope and recover from the personal devastation caused by Hurricane Irma. Hurricane Irma caused billions of dollars in damages across the United States, […]

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Your Self-Directed IRA Fees May Be Tax Deductible

September 11th, 2017

Unbeknownst to many retirement account holders, payment of individual retirement account (“IRA”) custodian/trustee fees may be generally tax-deductible. Under Internal Revenue Service (“IRS”) rules, in place of the standard deduction, one can deduct certain expenses as miscellaneous itemized deductions on Schedule A (Form 1040 or Form 1040NR). One can only claim the amount of expenses […]

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The Basics Of Taking Hardship Distributions From Self-Directed IRAs

August 31st, 2017

The following originally appeared on Forbes.com, written by our own Adam Bergman – There is generally no limit or restrictions on when an IRA owner may take a distribution from his or her IRA, although there may be adverse tax consequences, such as income tax and/or an additional tax on early distributions. However, pursuant to […]

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Self-Directed IRA Platform Offers Financing Options to Houston Flood Victims

August 29th, 2017

Self-directed IRA LLC hard money investment option could offer valuable funding options to Texas flood victims IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) Plans, anticipates the use of the self-directed IRA platform as an attractive funding option for Texas flood victims. As a result of the recent enormous devastation […]

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Why Use a Self-Directed IRA to Invest in Alternate Assets?

August 28th, 2017

A Self-Directed IRA LLC offers one the ability to use his or her retirement funds to make almost any type of investment on their own without requiring the consent of any custodian or person. The IRS only describes the type of investments that are prohibited, which are very few.   The main advantages of using a […]

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Transferring a Roth IRA to a Self-Directed Roth IRA LLC

August 24th, 2017

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. What is the most […]

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IRA Financial Group Podcast Episode 78: IRA Hardship Distributions

August 22nd, 2017

IRA Financial Group’s Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.   Click Here to Listen  

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