In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA RMDs and Roth contributions, pro rata rules with a Solo 401(k) conversion, and setting up a Solo with rental income.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Backdoor Roth IRA conversion, UBTI tax in a real estate leaseback, and purchasing a vehicle with a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing to your 2021 Solo 401(k), investing your IRA in a business you partially own, and what to do with your 401(k) after a divorce.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the DOL guidance on cryptos, completing a W-9 for your Self-Directed IRA, and donating IRA-owned cryptos to Ukraine.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Precious Metals IRA, performing a Mega Backdoor Roth every year, and setting up a Real Estate IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to real estate investing, including direct interest, the primary ways to invest, and whether real estate investing is a good idea.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about an IRA LLC as a disregarded entity, moving a 401(k) to a Self-Directed IRA, and options for an Inherited IRA in an irrevocable trust.
In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to Crypto IRAs, including if they are insured, other investments you can make with one, and which exchanges you can use.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing family trust assets to a Self-Directed IRA, Roth conversions in 2022, and investing in cryptos with a workplace 401(k) plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about transferring an IRA to IRA Financial, setting up a sub-account for a Backdoor Roth, and buying a spouse's Self-Directed IRA interest with your IRA.