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On today's episode, Adam Bergman, Esq., answers your questions! Find out if you need separate band accounts for employee deferral and my employer profit-sharing contributions for your solo 401(k), If your private stock will trigger a tax liability after the company goes public, and if SDIRA custodians charge fees based on the IRA?

Join IRA Financial founder Adam Bergman as he answers questions from listeners. Have questions? Email us directly at [email protected]

In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to fees associated with self-directed retirement accounts and what exactly you get for them.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about doing a SAFE with a Self-Directed IRA, investing in timber with a Roth IRA, and convertible note investments in an IRA.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making Roth contributions to a Solo 401(k), comparing the SEP IRA to the Solo K, and determining how much you may contribute to a Solo K.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a 529 plan, inheriting a Solo 401(k) plan, and valuing a private business held inside your Self-Directed IRA.

In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions regarding the new Corporate Transparency Act and who needs to file a report with FinCEN.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about buying treasury bonds in a Solo 401(k), certificate of trust for a Solo, and using an IRA to buy cryptos on a decentralized exchange.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in an S Corp with a Roth IRA, rolling a Roth 401(k) into a Solo 401(k), and using a trust with an Health Savings Account.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making additional 401(k) contributions after maxing out a workplace plan, selling an interest in an LLC, and filing requirements for an LLC investment with an IRA.