Happy Thanksgiving! Our offices will be closed on 
Thursday November 23rd and Friday November 24th, 2017.

Click here to listen to IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return

Impact of Having a Self-Directed IRA on Your Personal Tax ReturnApril 10th, 2017

IRA Financial Trust's Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Self-Directed IRA.

 

 


Click here to listen to IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

2016 Year-End Retirement PlanningMarch 7th, 2017

IRA Financial Trust's Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.

 

 


Click here to listen to IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning

2016 Year-End Retirement PlanningDecember 22nd, 2016

IRA Financial Trust's Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.

 


Click here to listen to IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

The Facts About Buying and Holding Approved Metals and Coins with a Retirement AccountSeptember 21st, 2016

IRA Financial Trust's Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.

 

 


Click here to listen to IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

Prohibited Transaction Case Law UpdateAugust 29th, 2016

IRA Financial Trust's Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.

 

 


Click here to listen to IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

Prohibited Transaction Case Law UpdateAugust 26th, 2016

IRA Financial Trust's Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.

 

 


Click here to listen to IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update

Prohibited Transaction Case Law UpdateJuly 21st, 2016

IRA Financial Trust's Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transactions with a self-directed retirement account.

 

 


Click here to listen to IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities

SEC Ruling On The Limits Of A Self-Directed IRA Custodian ResponsibilitiesJuly 1st, 2016

IRA Financial Trust's Adam Bergman discusses a ruling in a SEC case against an IRA Custodian that solidifies the fact that IRA Custodians are Passive Custodians.

 

 


Click here to listen to IRA Financial Trust Podcast 8: The Beneficiary Form

The Beneficiary FormFebruary 17th, 2016

IRA Financial Trust's Adam Bergman discusses the proper way to fill out the Designation of Beneficiary Form for your Self-Directed IRA account and how to designate beneficiaries for your Self-Directed IRA.

 

 


Click here to listen to IRA Financial Trust Podcast 7: How The IRA Rollover Rules Work

How The IRA Rollover Rules WorkFebruary 16th, 2016

IRA Financial Trust's Adam Bergman discusses the difference between a Rollover and Transfer and describes how a Direct Rollover differs from an Indirect Rollover.

 

 


Click here to listen to IRA Financial Trust Podcast 6: Tax Filing Requirements for a Self-Directed IRA

Tax Filing Requirements for a Self-Directed IRAFebruary 11th, 2016

IRA Financial Trust's Adam Bergman discusses if you would have tax filing requirements if you established a Self-Directed IRA.

 

 


Click here to listen to IRA Financial Trust Podcast 5: Checklist For Making a Self-Directed IRA Investment

Checklist For Making a Self-Directed IRA InvestmentFebruary 8th, 2016

IRA Financial Trust's Adam Bergman discusses important things to keep in mind when making a Self-Directed IRA investment.

 

 


Click here to listen to IRA Financial Trust Podcast 3: Why Do I Need To Use A Special IRA Custodian To Buy Real Estate With My IRA?

Why Do I Need To Use A Special IRA Custodian To Buy Real Estate With My IRAFebruary 2nd, 2016

IRA Financial Trust's Adam Bergman discusses why you cannot buy real estate with your IRA account at a local bank and why you need to use a special IRA custodian.

 

 


Click here to listen to IRA Financial Trust Podcast 1: Choosing the Right Self-Directed IRA

trustpodcast1January 11th, 2016

IRA Financial Trust's Adam Bergman discusses choosing the right IRA for you.