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Rolling over a 401(k), Account Set Up Info and more | Client Q&A
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over 401(k) funds to a Self-Directed IRA, documentation needed for setting up an account, and information about the app process.
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By Adam Bergman
5
33 ratings
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over 401(k) funds to a Self-Directed IRA, documentation needed for setting up an account, and information about the app process.