IRA Financial Group Introduces Free Memorandum for Clients on the Self Directed IRA prohibited Transaction Rules

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IRA Financial Group clients’ will receive a free 50 page memorandum on the rules surrounding the self directed IRA structure.

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“We at the IRA Financial Group strive to continuously provide our clients with the necessary resources to make sure the investments they make are not in violation of any IRS rules”, stated Adam Bergman.

The IRA Financial Group is committed to providing its clients with all the necessary resources to ensure that every self directed IRA transaction is in line with IRS rules. To this end, the tax attorneys at the IRA Financial Group have drafted an in-depth memorandum covering all the IRS rules and details regarding making investments with a self directed IRA. “The prohibited transaction rules are extremely broad and the penalties extremely harsh, therefore, it is crucial that rules are well understood prior to making an investment using IRA funds, stated Adam Bergman of the IRA Financial Group.

When it comes to using IRA funds to make non-traditional investments such as real estate it is important that one works with a tax professional that specializes in the IRS prohibited transaction and disqualified person rules. The reason for this is that the penalties for engaging in a prohibited transaction are severe (entire IRA will be treated as a distribution subject to tax plus a penalty may be imposed). IRA Financial Group’s free self directed IRA publication has helped many investors better understand the IRS rules governing self directed IRA investments and as a result has help safeguard their retirement funds. The self-directed IRA memorandum highlights the number of important items that should be considered before making a self-directed IRA investment. The memorandum also offers helpful tips for managing a self directed IRA LLC as well as making tax-free self directed IRA real estate investments. “We at the IRA Financial Group do more than just establish self-directed IRAs for clients, we strive to continuously provide our clients with the necessary resources to make sure the investments they make are not in violation of any IRS rules”, stated Adam Bergman.

Clients of the IRA Financial Group will have direct and unlimited access to our in-house tax and ERISA attorneys. IRA Financial Group will take care of setting up your entire Self-Directed IRA LLC "Checkbook Control" structure. The whole process can be handled by phone, email, fax, or mail and typically takes between 7-21 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our IRA experts and tax and ERISA attorneys are on site greatly reducing the set-up time and cost
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 and Dewey & LeBoeuf LLP.

IRA Financial Group is the market’s leading self directed IRA Checkbook Control and Solo 401k Plan Facilitator. We have 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 tax-free and without custodian consent!

To learn more about the IRA Financial Group please visit our website at or call 800-472-0646.


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Jaclyn Baily
IRA Financial Group, LLC
800-472-0646 9
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