Adam Bergman, IRA Financial Group Partner, Publishes Second Book on Self-Directed IRA

September 22nd, 2016

Newly published Self-Directed IRA in a Nutshell book will help explain the self-directed IRA structure and is available on Amazon.com Adam Bergman, a partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA LLC and Solo 401(k) plans, announces the release of his second book on the self-directed IRA structure, titled […]

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Can You Use a Self Directed IRA LLC to Invest in a Business?

September 19th, 2016

Yes, as long as the business is not owned by a disqualified person you are permitted to use your Self Directed IRA LLC funds to invest in the business. However, any business regularly carried on or by a partnership or LLC of which the Self Directed IRA LLC is a partner or member is an […]

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How Does the Self Directed IRA LLC Structure Work?

September 15th, 2016

Working with our IRA Experts, establishing a Self-Directed IRA LLC is quick and easy. Our IRA Experts will take care of everything for you. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA professionals are on site greatly reducing the set-up time and cost. 1. Tax-Free Transfer […]

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Why the Need for a Self Directed IRA LLC Operating Agreement

September 13th, 2016

The LLC Operating Agreement is the core document that is referred to when issues concerning the LLC need to be resolved. The LLC Operating Agreement is the most important document for your Self Directed IRA. It is extremely important that you create an Operating Agreement for your Self Directed IRA LLC. The standard LLC Operating […]

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Why Do You Need a Special Custodian for Self Directed IRA Investments

September 12th, 2016

Pursuant to Section 408 of the Internal Revenue Code, an IRA must be established by a bank, financial institution, or authorized trust company.  Thus, a bank such as Wells Fargo, financial institution such as Vanguard, or a trust company such as the IRA Financial Trust Company are authorized to establish and administer IRAs.  The main […]

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Self-Directed IRA Real Estate Investor Focusing on Home Fixer Uppers In Light of Strong Home Prices

September 8th, 2016

IRA Financial Group, the leading provider of self-directed IRA LLC and Solo 401(k) plan solutions, has seen a growing trend of real estate IRA clients looking to use their self-directed IRA funds to purchase home fixer-uppers in light of high residential home prices across the country. “We have seen more and more self-directed IRA clients […]

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Tax Strategies for a Self-Directed Roth IRA

September 1st, 2016

Using a Self-Directed Roth IRA LLC presents a number of exciting tax planning opportunities. Whether you currently have a Traditional IRA or a Roth IRA, the IRA Financial Group’s in-house tax and ERISA professionals have significant experience helping clients use a Self-Directed Roth IRA LLC to maximize their tax benefits and investment returns. Investment Tax […]

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IRA Financial Group Podcast Episode 63: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

August 30th, 2016

IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.   Click Here to Listen  

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