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Grantor Trusts, Roth Solo 401(k) Conversions, and more | Client Q&A
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.
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By Adam Bergman
5
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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.