AdBits – C Corp Blocker & UBIT

IRA Financial’s Adam Bergman Esq. discusses the C Corporation blocker strategy, domestic or foreign, and how that could potentially block the application of the Unrelated Business Income Tax (UBTI) on your Self-Directed IRA investment.

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

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Bonds: Too Much of a Good Thing? Pt I

Since 2007 investors have become increasingly averse to risk. By some estimates, investors have sold over $200 billion worth of domestic stocks and purchased almost $600 billion of fixed income products during this period. When so many investors place their bets on the same thing, prices inevitably rise. Those buying bonds today may be taking on more risk than they realize.

Estate Planning For The Next Generation (Canada Focused)

With unprecedented wealth poised to transfer to the next generation, the creators of that wealth are giving serious thought to how they want to build a strong, lasting legacy. Consider setting up a trust for efficient estate planning.

Bonds: Too Much of a Good Thing? Part IV

Are we in a bond bubble or not? Proponents point to several factors: huge amounts of money poured into bonds since 2007, superior performance of bonds over stocks in the last 40 years and current historically low interest rates. In this fourth installment on bonds we’ll examine characteristics of previous asset bubbles, then draw our own conclusion.

My Millionaire Mentor 2011 Review – Who Should You Believe?

My Millionaire Mentor 2011 is an internet marketing training course launching on 25th January 2011. This marketing course is the brainchild of the super successful entrepreneur and Internet marketer Michael Cheney. It is believed to help anyone who has so far under-achieved in their pursuit of online wealth and catapult them to success online. This article aims to separate the fact from fiction.

Quantitative Easing 2 (QE 2) Update and Analysis

On November 3, 2010 the US Fed (Federal Reserve) announced the policy of Quantitative Easing (QE) 2. The stated goal of the policy was to decrease interest rates in order to jump start the economy and reduce the US’s persistent unemployment rate of just under 10%. The major side effects of QE 2 are that it would devalue the US currency and make commodities more expensive since they are valued in US dollars. At the same it would make US manufactured goods cheaper for companies and customers outside the US which should lead to an increase in US exports, at the same time making imports more expensive thus decreasing imports.

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