In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contributions, the UBTI tax in a real estate investments, and Solo 401(k) requirements for those with multiple owner-only businesses.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding IRS-approved coins at home, getting a Solo 401(k) nonrecourse loan and if a storage facility investment would trigger UBTI.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Inherited IRA options, making a real estate investment with family members and if a Roth conversion makes sense.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding gold in a safe deposit box, CARES Act distributions deadlines and the 1031 exchange with a Self-Directed IRA.
IRA Financial's Adam Bergman Esq. answers questions about gifting an IRA asset, transferring Bitcoin to another IRA and a horror story about excessive fees from a third-party cryptocurrency broker.
IRA Financial's Adam Bergman Esq. answers questions about investing in real estate with a Solo 401(k), the mega backdoor Roth 401(k) rules and the five year Roth IRA requirements.
IRA Financial's Adam Bergman answers questions about capital gains and the Solo 401(k), using a Roth IRA to start a business and buying company options with a Roth.
IRA Financial's Adam Bergman answers questions about foreign earned income and the Solo 401(k), the Series LLC and whether or not you can contribute to a Solo 401(k) and a SEP IRA at the same time.
In this week's episode, IRA Financial's Adam Bergman answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses.
In this week's episode, IRA Financial's Adam Bergman answers questions about Roth IRA conversions, why you can't roll over a Roth IRA to a Roth 401(k) and some insights about the LSATs.