Who has the best value for your Self-Directed IRA when it comes to fees? IRA Financial, of course. Learn more about how we can save you money, so you keep more of your investments in your own protfolio.
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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 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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Adam this video was very important to do especially for prospective clients. Thank you for doing it as it has been very difficult getting timely and lucid responses from IRA staff on Crypto-self-directed IRA fees. We need a lucid and complete list of the financial charges for: IRA Group work, IRA financial work, Accounts held on the Gemini exchange, Accounts held on other exchanges, Initial setting up fees, Subsequent annual fees … etc. For those doing Cryptocurrency transactions Cold-wallets are essential for security as Exchanges get hacked. Also timely action makes all the difference between profit and loss. Very kindly offer a timely solution as this would enhance confidence.
Gabriel
If you set up a checkbook IRA for crypto, does the client get to keep the crypto in their own cold wallet and keep it with them