IRA Financial's Adam Bergman Esq. explains how you can rollover a Checkbook IRA LLC from one custodian to another, and the rules you need to be aware of.
IRA Financial's Adam Bergman Esq. discusses recent legislation that calls for more money going to the IRS, and the hiring of thousands of new IRS agents that could lead to more audits across the board.
IRA Financial's Adam Bergman Esq. discusses your obligations if you have a Self-Directed IRA or a Checkbook Control IRA LLC and what your IRA custodian is responsible for.
IRA Financial's Adam Bergman Esq. discusses how one should title an investment that is owned by your Checkbook Control IRA, which uses an LLC to make the investment.
IRA Financial's Adam Bergman Esq. discusses the C Corporation blocker strategy, domestic or foreign, and how that could potentially block the application of the Unrelated Business Income Tax (UBTI) on your Self-Directed IRA investment.
IRA Financial's Adam Bergman Esq. discusses the Simplified Employee Pension (SEP) IRA, and why it may not be the best retirement plan for your business.