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Investing in a Startup with a Roth IRA

Investments Videos

Adam Bergman here, tax attorney and founder of IRA Financial. Today, I’m going to give you some tips on how you potentially be the next Peter Thiel. Use your Roth IRA to maybe invest in the next PayPal or Facebook. Is it possible? Yeah, of course, it’s possible. Could it happen to you? Who knows? […]

How Do I Transfer My Old 401(k) to a Self-Directed IRA?

Self-Directed IRA Videos

In general, in order for a 401(k)-plan participant to move their 401(k) funds to a self-directed IRA, they would generally need to satisfy a plan triggering event.  It is hard for many 401(k) plan participants to believe that they do not have unfettered control over their current employer 401(k) plan funds. In general, to rollover […]

Why IRA Financial

Retirement Planning Videos

Learn what makes IRA Financial Group the best Self-Directed IRA custodian. Open an account through our app and diversify your portfolio for a low flat fee.