Self-Directed IRA

Self-Directed IRA

December 2, 2021

McNulty Case Reaffirms Physical Possession Rules

The recent court case, McNulty v. Commissioner has reaffirmed the physical possession rule. Although there hasn't been much guidance in the past,…

by Adam Bergman

Self-Directed IRA,Roth IRA

June 18, 2021

Using an IRA to Buy a Home

In general, one is not able to purchase a home with a retirement account that they or a “disqualified person” will use.  A retirement account,…

by Adam Bergman

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IRA Financial (IRAF) is not a law firm and does not provide legal, financial, or investment advice. No attorney-client relationship exists between the Client and IRAF, its staff, or in-house counsel. IRAF offers retirement account facilitation and document services only. Clients should consult qualified legal, tax, or financial professionals before making investment decisions. IRAF does not render legal, accounting, or professional services. If such services are needed, seek a qualified professional. Custodian-related service costs are not included in IRAF’s professional services.

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