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In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution deductibility, adding 401(k) trust-owned properties to a will, and whether you need member meeting for a Self-Directed IRA LLC.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the difference between an IRA transfer and rollover, the audit risk of a Self-Directed IRA, and how many real estate transactions you can have before triggering UBTI.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about completing IRS Form W-9 with an LLC, Roth IRA conversion taxes, and reporting contributions on IRS Form 5500-EZ.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about becoming an independent contractor, Self-Directed IRA statute of limitation and opening a brokerage account with an IRA.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up an LLC for a Self-Directed IRA, investing in real estate with multiple plans, and private placement investments.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about over-contributing to an IRA, who holds the beneficiary paperwork for a Solo 401(k), and if you can legally move a rental home into an IRA.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA custodian vs. passive custodian, using a Self-Directed IRA to invest in an S Corp, and setting up two LLCs for different investments.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using an IRA to invest in out-of-state real estate, taking out multiple Solo 401(k) loans, and whether a stepson is considered a disqualified person.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about needing an EIN for your Solo 401(k), drafting a Self-Directed IRA operating agreement, and why you need a business to start a Solo 401(k).

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about having both a Self-Directed IRA and a traditional IRA, who can be an IRA trustee, and moving a 401(k) to a Self-Directed IRA.