In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about "gifting" and IRA contribution, contributing to last year's Solo 401(k) plan, and reversing a Roth conversion.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making SIMPLE IRA contributions for last year, taking a 72(t) distribution with a Solo 401(k), and opening a Self-Directed IRA as an expat living abroad.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about state taxes for a Self-Directed IRA-owned property, deciding between an LLC and trust for an IRA, and selling an IRA-owned property for seller financing.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about direct listing AMC stock, investing in a diamond fund, and flipping a real estate contract in an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the downside of a risky investment, performing a rollover from a Solo 401(k), and valuing private stock for a Roth conversion.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using rental real estate to contribute to a Solo 401(k), contributing a patent to a Self-Directed IRA, and converting a regular Self-Directed IRA to an IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) eligibility, convertible debt investments in an IRA, and setting up a Solo 401(k) if you already contribute to a SEP IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about choosing which IRA makes an investment, paying taxes on a Roth conversion, and using IRA funds to pay for a financial subscription.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution deadlines, where rollover funds should go, and nonrecourse financing availability.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing an IRA into a Mexican business, transferring a 401(k) to a Self-Directed IRA, and switching from a regular Self-Directed IRA to a Checkbook IRA LLC.