New IRS Self-Directed IRA Tax Filing Service

IRA Financial is excited to announce the addition of our Self-Directed IRA LLC tax filing service to our annual compliance service. In addition to the usual benefits of compliance, we will now help you file IRS forms 1065 & Schedule K-1 (for partnerships), 990-T (UBTI) and 1099-R (for distributions, Roth conversions or rollovers)

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss this new tax-filing service which is specifically geared to Self-Directed IRA LLC investors to ensure your plan remains IRS-compliant.

Join us LIVE on Wednesday, February 1st at 12PM EST!

See what’s included in our compliance service:

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.

Learn More:

Alternative Investments – Should You Consider Them?

I don’t know of anybody who hasn’t been affected by the financial turmoil we have seen over the last couple of years. If you have any wealth at all then you will have seen some effect. This has made people think more about their investments and start seeking out other alternative investments.

Christian Investing

Learning to be responsible caretakers of the finances that God has given us is a difficult challenge for many Christians. There is no need to be alone struggling with financial and investment decisions. The Bible urges us to seek wisdom and advice. A challenge is to find someone with similar values as yourself. Working with a competent Christian financial advisers to help with Christian investment can be very useful when trying to maximize return on investment.

Cash Flow Tips – The Number 1 Component Rich People Use to Find Opportunities

If you believe there are no opportunities out there due to the current economic conditions, you may never survive in these challenging, changing times. Why? Because if you do believe there are no opportunities out there you are lacking the #1 component of the rich and how to get rich.

Invest Like an Ant

Investing like an ant is a concept that we may need to take to heart. There is no ultimate investment. Investments are comprised of different categories. Investing is a process of having a continuous, long-term focus.

Is the Love of Money the Root of All Evil?

In society, money seems to be considered a necessary “evil” and religions have often used the phrase that “the love of money is the root of all evil”. But why would something inanimate like money be the root of all evil?

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