With strong job market, more Americans finding employment and gaining access to 401(K) plan rollover funds in greater numbers.
IRA Financial Group, the leading provider of self-directed IRA LLC solutions, has partnered with the IRA Financial Trust Company to offer flat fee no account value self-directed IRA checkbook control accounts. Beginning in 2016, a trend has emerged where a growing number of clients have been changing jobs and hence gaining access to their rollover 401(k) plan funds. “We have seen a growing number of our clients gaining new employment and looking to rollover their 401(k) plan funds to a self-directed IRA for real estate and other alternative asset investments,” stated Adam Bergman, a partner with the IRA Financial Group.
The primary advantage of using a Self Directed IRA LLC to make investments is that investments can be made by simply writing a check. In addition, all income and gains associated with the IRA investment grow tax-deferred and return to the IRA LLC.
With IRA Financial Group’s self directed IRA LLC solution, traditional IRA or Roth IRA funds can be used to buy real estate throughout the United States and globally in a tax-deferred account by simply writing a check and without the need of custodian consent or steep custodian fees. “With the equity markets slide in 2016, we have seen a growing number of clients looking to use their rollover 401(k) plan funds to diversify their retirement portfolio by making alternative asset investments, such as real estate,” stated Mr. Bergman.
IRA Financial Group’s Self-Directed IRA LLC for real estate investors allows one to use their retirement funds held at IRA Financial Trust Company to make real estate and other investments tax-free. The Self-Directed IRA LLC involves the establishment of a limited liability company LLC that is owned by the IRA (care of the Roth IRA custodian) and managed by the IRA holder or any third-party. As a result, the Self-Directed IRA LLC provides the retirement account holder with greater control over his or her retirement assets allowing the individual to make traditional as well as non-traditional investments, such as real estate tax-deferred and with much lower annual fees.
The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.
IRA Financial Group is the market’s leading checkbook control Self Directed IRA and Solo 401(k) Plan provider. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.
IRA Financial Trust Company – a self-directed IRA custodian was founded by Adam Bergman, a partner with the IRA Financial Group. The IRA Financial Group, the leading provider of self-directed IRA retirement solutions. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.
IRA Financial Group proudly announces the latest book titled “The Checkbook IRA” written by tax partner Adam Bergman, which is now available on Amazon. This is the second book in a four-part series on self-directed retirement plans. The first book “Going Solo” is also available on Amazon.