In today’s video, Adam Bergman, Esq. and Isaac Rodriguez, a client of IRA Financial, weigh the benefits and drawbacks of a Self-Directed Roth IRA and share their personal experiences.
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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, 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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A Self-Directed Roth IRA is a powerful investment tool that allows individuals to have control over their retirement savings. With traditional IRAs, the investments are limited to stocks, bonds, and mutual funds, but with a Self-Directed Roth IRA, individuals have the freedom to invest in a wide range of assets, including real estate, private companies, precious metals, and more. This flexibility can open up a world of opportunities for individuals looking to maximize their retirement savings.

One popular strategy for Self-Directed Roth IRAs is real estate investing. By using funds from their Roth IRA, individuals can purchase real estate properties and potentially earn rental income or see appreciation in property value. This can be a lucrative way to grow retirement savings, especially for those who have a good understanding of the real estate market. It’s important to note that all income and gains from real estate investments in a Self-Directed Roth IRA are tax-free.

Another strategy is investing in private companies or startups. With a Self-Directed Roth IRA, individuals can invest in private companies and potentially see significant returns if the company experiences success. This type of investment carries more risk, but it can also offer higher potential rewards. Again, any gains from these investments are tax-free within the Roth IRA.

Precious metals, such as gold and silver, are also popular investments within Self-Directed Roth IRAs. These assets can act as a hedge against inflation and economic uncertainty, making them a popular choice for retirement portfolios. With a Self-Directed Roth IRA, individuals can hold physical gold and silver within their account and benefit from any appreciation in value, all tax-free.

It’s important to note that while Self-Directed Roth IRAs offer great flexibility, they also come with additional complexities and potential pitfalls. For example, individuals must be mindful of prohibited transactions and investments that could trigger taxes or penalties. Additionally, due diligence and thorough research are necessary when considering alternative investments within a Self-Directed Roth IRA.

Overall, Self-Directed Roth IRAs offer a great way for individuals to take control of their retirement savings and potentially see higher returns through alternative investments. However, it’s crucial to consult with a financial advisor or tax professional to ensure that the chosen investment strategies align with individual goals and comply with IRS regulations. With careful planning and the right guidance, Self-Directed Roth IRAs can be a valuable tool for building a secure retirement.