How to Operate a Self-Directed IRA

A Self-Directed IRA is a regular individual retirement account that offers one the ability to make alternative investments, such as real estate, in additional to traditional investments like stocks and mutual funds. However, you must be aware of the rules so that your plan remains IRS compliant.

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the rules you need to be aware of when operating a Self-Directed IRA, such as the IRS prohibited transaction rules, unrelated business income tax rules, annual tax filings, and other compliance requirements. This is a must watch video for every Self-Directed IRA investor.

Join us LIVE on Wednesday, March 8th at 12PM EST!

Learn more about the Roth Solo 401(k):

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 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 IRA Financial’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.

IRA Financial 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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