IRA Financial Group Podcast Episode 65: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

September 26th, 2016

IRA Financial Group’s Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.   Click Here to Listen  

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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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Self-Employed Entrepreneur? The Solo 401(k) May be for You

September 6th, 2016

When it comes to their work and interests, I have found that many Americans lead lives that are more creative, fascinating and “outside the norm” than they probably realize. In my work, I meet many successful local South Florida entrepreneurs and small-business owners, many of them millennials, who started out at every imaginable occupation: attorneys, […]

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Individual 401(k) Transactions that May Trigger UBTI Tax

August 24th, 2016

In general, most passive investments that your Solo 401(k) Plan might invest in are exempt from UBTI. Some examples of exempt type of income include: interest from loans, dividends, annuities, royalties, most rentals from real estate, and gains/losses from the sale of real estate. When an exempt organization such as an 401(k) Plan undertakes any […]

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Eligibility Requirements for a Self-Employed 401k Plan

August 22nd, 2016

A Self-Employed 401(k), also known as a  Solo 401(k) Plan, is well suited for businesses that either do not employ any employees or employee certain employees that may be excluded from coverage. A Solo 401K plan is perfect for any sole proprietor, consultant, or independent contractor. To be eligible to benefit from the Solo 401(k) […]

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Adam Bergman, IRA Financial Trust President, To Release Second Book on Self-Directed IRA in September 2016.

August 18th, 2016

Adam Bergman is a senior partner with the IRA Financial Group, LLC, the market’s leading provider of Self-Directed IRA LLC and Solo 401(k) plans. Mr. Bergman will be releasing his sixth book on the topic of self-directed retirement plans and his second book on the self-directed IRA structure. The new book titled, Self-Directed IRA in […]

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Advantages of a Self-Directed 401(k) Plan

August 15th, 2016

A Self-Directed 401(k), also known as a Solo 401(k), is perfect for sole proprietors, small businesses and independent contractors such as consultants. A Solo 401(k) Plan can be adopted by any business with no employees other than the owner(s). The business can be established as a sole proprietorship, LLC, corporation, or partnership. A Solo 401K […]

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Strong Real Estate Market Helping to Boost IRA Financial Group’s Third-Quarter 2016 Revenues

August 12th, 2016

Strong demand for self-directed IRA and Solo 401(k) plans to buy real estate helping to boost IRA Financial Group revenues IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plans has seen a surge of clients interested in using the retirement funds to purchase real estate in 2016 helping to boost revenues. […]

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