Using Margin with Your IRA – What You Need to Know

Margin trading is when you use leverage to make an investment, usually in securities. The use of leverage in an IRA, where the IRA funds are used as collateral, are a prohibited transaction based on IRS rules. So, how can use margin with your IRA? Use limited margin, which is an advance on payment from sold securities, so you are not using leverage to make the trades.

On this episode of our YouTube Live, Adam Bergman, Esq. will discuss how you can use margin with your IRA and not run afoul of the IRS prohibited transaction rules and helpful tips if you decide this type of investing is up your alley.

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About IRA Financial:

IRA Financial 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 does not provide legal services. No attorney-client relationship exists between the Client and IRA Financial Group, its management, salespersons, or IRA Financial’s in-house legal counsel. IRA Financial 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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