Name: Self-Directing a SEP IRA, Lending IRA Money to an Ex, and more | Client Q&A by AdMail
Duration: 12 min 58 s
Description: In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a SEP IRA, lending IRA money to an ex-spouse, and investing in a son's venture capital fund.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a SEP IRA, lending IRA money to an ex-spouse, and investing in a son's venture capital fund.

Self-Directing a SEP IRA, Lending IRA Money to an Ex, and more | Client Q&A

On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on Roth conversions. Learn how the IRS knows the value of your assets, if you can pull out funds from a Roth conversion for personal use, and if the Biden Administration will stop Roth conversions for high-income earners.

Roth Conversions | Client Q&A

Everything you need to know about self-directed accounts and which one is right for you!

Episode 188 - What Is A Self-Directed Account?

In this episode of Adam Talks, IRA Financial's founder Adam Bergman shares his top tips for those looking to maximize their business. From one CEO to another, this video is for you! Adam also provides an update on the ongoing legislation about the CTA! 

Previous podcast episode: https://youtu.be/ihbQFhtwb-8

Episode 433: Advice from One CEO to Another & CTA Update

On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA IRS Reporting. Find out if you need to file a tax return on interest earned from a savings account with your self-directed IRA LLC, if you need to file an income tax return on your self-directed IRA LLC that is owned by a Roth IRA, and what to do if you invested in a business via your self-directed IRA and received a K-1 that had a loss.

Self-Directed IRA IRS Reporting | Client Q&A

Life happens and sometimes you might need to use your IRA funds before your retirement. IRA Financial's founder, Adam Bergman breaks down the 60-day rule and explains how you can use your IRA TAX-FREE!

Episode 189 – How To Use Your IRA Tax-Free

On this episode of Adam Talks, IRA Financial's founder Adam Bergman shares how you can contribute over $90K to your Solo 401(k). Did you know this tip? 🤔

Episode 434: How To Contribute Over $90K To Your Solo 401k

On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA basics. Find out if you can open a self-directed IRA in addition to a Roth IRA, why you may need a special custodian, such as IRA Financial, to invest in alternative assets, and if you can roll your former employer 401(k) plan into a self-directed IRA.

Self-Directed IRA Basics | Client Q&A

Want to use your self-directed IRA to invest in multi-family real estate but you're not sure where to start? IRA Financial's founder, Adam Bergman, breaks down everything you need to know!

Self-Directing a SEP IRA, Lending IRA Money to an Ex, and more | Client Q&A

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