Are you paying a percentage fee based on the value of your IRA? There are better ways to go. Watch today’s video to learn why IRA Financial is different.
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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, 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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Paying Asset Value Fees with Your Self-Directed IRA

When it comes to managing your retirement funds, a self-directed IRA can offer you a lot of flexibility and control over your investments. With a self-directed IRA, you have the ability to invest in a wide range of assets, including real estate, precious metals, private equity, and more. However, with this flexibility comes the responsibility of managing the asset value fees associated with these investments.

Asset value fees, also known as asset-based fees, are fees charged by investment firms to cover the costs of managing and administering your investments. These fees are typically calculated as a percentage of the total value of your assets and are charged on an ongoing basis. While these fees are a common aspect of traditional investing, they can become a bit more complicated when it comes to self-directed IRAs.

When it comes to paying asset value fees with your self-directed IRA, there are a few key things to keep in mind. First and foremost, it’s important to understand that the investment firm or custodian managing your self-directed IRA will typically charge asset value fees for their services. This can include things like recordkeeping, account administration, and investment management.

One important thing to note is that asset value fees are generally not deductible on your tax return when paid from your self-directed IRA. This means that you will have to pay these fees using funds available within your self-directed IRA, and you cannot use personal funds to cover these expenses.

Another key consideration is that different investment firms and custodians may have different fee structures when it comes to self-directed IRAs. Some firms may charge a flat fee for their services, while others may charge a percentage of the total value of your assets. Additionally, some firms may charge additional fees for specific types of investments, such as real estate or precious metals.

When considering where to hold your self-directed IRA, it’s important to carefully review the fee schedule of potential custodians or investment firms. Look for transparency in fee structures and ensure that you understand how fees will be charged and what services they cover. It’s also a good idea to compare fees across different providers to ensure that you are getting a competitive rate for the services you require.

Finally, it’s important to regularly review and monitor your asset value fees to ensure that you are not overpaying for the services provided. If you feel that you are paying too much in fees, consider exploring other custodian options that may offer more competitive rates.

In conclusion, paying asset value fees with your self-directed IRA is an important aspect of managing your retirement investments. It’s important to understand how these fees are calculated and charged, and to carefully review fee schedules when selecting a custodian or investment firm. By staying informed and proactive in managing your asset value fees, you can ensure that you are making the most of your self-directed IRA.