IRA Financial's Adam Bergman Esq. explains the ways you can change Self-Directed IRA custodians and why you may want to do it.

IRA Financial's Adam Bergman Esq. discusses how you can get IRA funds into an S Corporation despite not being able to directly invest in one.

IRA Financial's Adam Bergman Esq. discusses how to complete Form 5500-EZ for your Solo 401(k), which is required if your account balance is at least $250,000 as of December 31 of the previous year.

IRA Financial's Adam Bergman Esq. discusses how to use leverage (borrowing money) to make Self-Directed IRA real estate investments, and the IRS rules for doing so.

IRA Financial's Adam Bergman Esq. discusses Rollins v. Commissioner and what type of impact the case has had on the Self-Directed IRA prohibited transaction rules.

IRA Financial's Adam Bergman Esq. discusses Unrelated Business Income Tax, or UBIT, and the three most common ways it can be triggered in a Self-Directed IRA.

IRA Financial's Adam Bergman Esq. discusses using a Self-Directed IRA for option trading and how to save on taxes.

IRA Financial's Adam Bergman Esq. discusses when you need an EIN for your Self-Directed IRA, and when you don't.

IRA Financial's Adam Bergman Esq. discusses the difference between a loan versus a taxable distribution from your 401(k) plan, and potential tax implications of each.

IRA Financial's Adam Bergman Esq. discusses mistakes that people make when deciding to roll over 401(k) to another retirement plan, such as an IRA.