In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about being trustee of a Solo 401(k) plan, deducting travel costs, and using an IRA for opportunity zone projects.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to the proposed tax bill, including private placements and Roth conversions in a Solo 401(k), and the grantor trust for estate planning.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Backdoor Roth and Roth conversions, as it pertains to the new tax proposal that was recently introduced.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) with a C corp, a spouse serving as manager of an IRA LLC and selling a business after using a ROBS structure.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using leverage with a Solo 401(k), changing the registered agent on a Self-Directed IRA LLC, and using a trustee for a Solo 401(k).
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing IRS Form 5500, nondeductible IRA rules, and renting out an IRA-owned property.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing taxes with multiple jobs, using the Gemini Earn program, and how to trade cryptos on a decentralized exchange.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding securities in a Roth IRA, seller financing and UBTI, and owning S Corp stock with an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in a start-up, gambling-based hedge fund and the Roth IRA cap.