Do You Have to File Taxes with a Self-Directed IRA?

Generally, so long as the investments remain in the Self-Directed IRA, there are no taxes to file annually. The only time you need to worry about taxes is when you take a distribution or if your investment is subject to the UBTI tax, which Adam explains in this video.

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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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Wealth Building – How to Begin

For many generations, we have been taught by our parents that the only way to succeed in life financially is to become savers. The financial timeline of life to wealth building has been to go to school to get good grades, get a job, buy a home, save money, be debt free and if possible with what is left invest in the share market or buy real estate.

Cash Flow Is Sexy

Cash flow is sooooo sexy and stimulating, isn’t it? Just the words alone will bring a smile to the face of every businessperson and shop-a-holic throughout the world. But that’s the picture of a positive cash flow, when there is more coming in than going out. What do you do when the picture is different?

Characteristics of Cycles for Investing and Market Timing

An understanding of the patterns and trends of cycles is useful for the serious student of investing and trading. As one uncovers patterns and trends to understand the present, one can gain valuable insight into the future. A clear understanding of cycles, geocosmic signatures, and trend analysis patterns can guide the serious investor in her or his interpretation of the various financial markets and the general economy. This article provides an overview of the characteristics of cycles, giving the student of investing a foundation from which to build a sensible market timing strategy.

The Secret to Creating Wealthy Kids

Is there a secret to creating wealthy kids? You bet there is. The secret is to teach your kids from an early age the principles of money. What are the principles of money you ask? There are basically 3 steps that should be followed to create wealthy kids. In fact, these 3 steps apply not only to kids they apply to all of us.

5 Steps to Creating Wealthy Kids

Creating wealthy kids is a simple 5 step process that anyone can learn. Parents and grandparents alike can now empower their children and grandchildren so that they become wealthy individuals.

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