How to Buy I Bonds with an IRA & 401(k)

by | Nov 17, 2022 | Simple IRA | 5 comments




I Bonds have quickly become a powerful way for millions of Americans to generate strong guaranteed returns in a volatile investment marketplace. Electronic I Bonds can generally be purchased by individuals and entities, but the looming questions persists, can I Bonds be purchased by a Self-Directed IRA or Solo 401(k) plan.

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will explain what I Bonds are, why you should consider them, and how to use your retirement funds to invest in them.

Join us LIVE on Tuesday, August 9th at 12PM EDT!

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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5 Comments

  1. Joyce Barnett

    Some CD interest are over 4% now. Can you put the money in a CD and if so are there any negatives in doing so?

  2. Joyce Barnett

    Can you buy a CD?

  3. Sriram C Gorty

    But Sir, I also read that the interest is taxed every year, so how do we account for or handle the tax info for the interest when we receive a tax form from the govt, while the fund is held in retirement account ?

  4. al res

    Can an ira have multiple lllcs thus each lllc with its own tax id can hold 10k

    One ira with 10 lllcs that is 100k under 1 ira ?

  5. William Kelly

    You are incorrect. You must hold an I-bond for a minimum of 1 year before you can cash it in. When you do cash it in, if less than 5 years, you must pay a 90 day penalty

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