IRS audits are down for the eighth consecutive year, a result of budget cuts. This leads to billions of dollars that go uncollected annually.
Entrepreneurs are benefitting from the SECURE Act, as one provision makes it easier and more affordable for a small business to establish a 401(k) plan.
IRA Financial’s Adam Bergman discusses the process of valuing your Self-Directed IRA and why you need to do it. In his latest podcast, Mr. Bergman…
Learn how the SECURE Act will impact your retirement, whether you have an IRA, 401(k) or you do not participate in a company sponsored retirement…
IRA Financial’s Adam Bergman discusses the 2018 IRS audit numbers and the possibility that your retirement plan will be scrutinized. The IRS recently released its…
The Bobrow case shed light on the fact that IRS Publication 590 had an example of indirect rollovers that ran in contrast to its position…
The rollover for business startups is a great structure to invest in your business with your retirement funds. Here’s what you shouldn’t do with it.
Holding gold in a Self-Directed IRA is legal as long as you follow the specific rules stated by the IRS. Gold must be physically held…
The Pocket real estate 401k is essentially a Solo 401(k) that allows you to reach higher contributions, borrow money and invest without a custodian.
Start a business with your retirement funds penalty-free with the ROBS (rollover business startup) solution. Learn how the structure works with IRA Financial Group.