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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How Do You Convert Your Current Retirement Plan to a Self-Directed Roth IRA

December 19th, 2016

IRA Rollovers to the Self-Directed Roth IRA Conversion In general, Roth IRA conversions and retirement plan rollovers to a Roth IRA are taxable events. The reason for this is a Roth IRA is an after-tax account that allows for tax-free distributions if certain rules are satisfied. A conversion is a taxable movement of cash or […]

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IRA Financial Group Offers Year-End Expanded Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients

December 8th, 2016

2016 year-end tax planning service will help IRA Financial Group Clients keep their self-directed IRA and Solo 401(k) Plans in IRS compliance IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and Solo 401(k) plan solutions, is proud to offer all its self-directed retirement clients with an expanded year-end tax planning service, which […]

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Trump Presidency May Lead to More Self-Directed Roth IRA Investors

November 28th, 2016

Prospect of reduced income tax rates under President Trump expected to increase benefit of making Roth IRA contributions IRA Financial Group, a leading provider of self-directed IRA and Solo 401(k) plans, expects to see a surge in the popularity of the self-directed Roth IRA. Based on Donald Trump’s Presidential Election victory, Mr. Trump’s tax plan […]

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IRA Financial Group Podcast Episode 69: The Real Winner In The Presidential Election Was The Roth IRA

November 22nd, 2016

IRA Financial Group’s Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.   Click Here to Listen  

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Real Estate Investing in Reno, Nevada

November 16th, 2016

Real Estate Investing is one of the best ways to provide oneself with income, especially for retirement.  Reno, Nevada is one of the hottest places to invest right now.  With a Self-Directed IRA, you can invest in any type of real estate, including residential homes, vacation homes, raw land and commercial space.  Most financial institutions […]

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Use Your Self Directed IRA to Invest in a Vacation Home

October 11th, 2016

Did you know you can use your retirement funds to purchase a vacation home. With a Self-Directed IRA LLC, you can! Further, with checkbook control over your funds, you can buy a home without the need for custodial consent. The one caveat is that you cannot utilize the home while it’s still owned by your […]

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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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