3 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about investing with a Roth IRA when you have a 401(k) plan, an in-kind distribution of an apartment building and the chances of raising the RMD age again.
4 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about brokerage accounts in an IRA LLC, mixing personal funds with IRA funds to invest and recourse loans and UBTI.
3 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about the IRA Financial/Gemini relationship, adding capital to a ROBS-funded business and how to distribute a property with an outstanding loan.
3 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about setting up a Self-Directed IRA for real estate, investing in stocks and Solo 401(k) plan document changes.
3 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about the function of the Self-Directed IRA custodian, contributing to both a Solo 401(k) and Roth IRA and in-kind IRA distributions of Bitcoin.
3 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about using retirement funds to start a business, investing in Bitcoin with retirement funds and contributing to a Solo 401(k) with an S Corporation.
3 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about combining retirement funds for an investment, becoming a passive investor in a business and tax changes during a Biden presidency.
4 Minute Read In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about contributing gains to a 401(k) plan to save on taxes, doing a Roth conversion with an LLC and tips for growing a podcast.
3 Minute Read 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.
3 Minute Read 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.