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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What Are the Advantages of the Self Directed Roth IRA?

August 9th, 2016

Tax-Free Investing: The primary advantage of using a Self-Directed Roth IRA LLC to make investments is that all income and gains associated with the Roth IRA investment grow tax-free and will not be subject to tax upon withdrawal or distribution. This is because unlike traditional IRAs, you are generally not subject to any tax upon […]

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All the Info You Need About the Self Directed IRA LLC

August 2nd, 2016

Get full control of your retirement funds and unlock a world of investment opportunities with IRA Financial Group’s self-directed IRA LLC with checkbook control. Protect and Better Diversify your Retirement Funds from a Wall Street Meltdown or Inflation risk with a Self-Directed IRA LLC. Are you missing out on valuable investment opportunities, such as real […]

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Self Directed IRA Maximum Contributions

July 11th, 2016

The maximum contribution limit for a self-directed IRA for 2016 is $5,500 or $6,500 if you’re age 50 or older, or your taxable compensation for the year, if less. Contributions to a self-directed Roth IRA may be limited based on your filing status and income. Contributions made to a self-directed IRA LLC must be made […]

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Adam Bergman – IRA Financial Group Partner – Publishes Book on the Power of the Roth IRA Now Available on Amazon

July 1st, 2016

New Roth IRA book is aimed at helping millennials and Generation Xers save for retirement Adam Bergman, tax attorney and IRA Financial Group partner announces the release of his fourth book on retirement accounts entitled,: In God We Trust – In Roth We Prosper. How contributing just a few dollars a day to a Roth […]

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IRA Financial Group Podcast Episode 58: In God We Trust – In Roth We Prosper, The New Book By IRA Financial Group’s Adam Bergman

June 13th, 2016

IRA Financial Group’s Adam Bergman discusses his latest book, In God We Trust – In Roth We Prosper, available on Amazon.   Click Here to Listen  

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Using a Self Directed IRA for Private Lending and Notes

May 23rd, 2016

The IRS permits using retirement funds to make loans or purchase notes from third parties. By using a Self-Directed IRA to make loans or purchase notes from third parties, all interest payments received are tax deferred until a distribution is taken. In the case of a Self-Directed Roth IRA, all gains are tax-free. When engaging […]

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How to Transfer a Roth IRA to a Self Directed Roth IRA

April 25th, 2016

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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