Name: Investing in a SAFE with an IRA, Timber in a Roth IRA, and more | Client Q&A by AdMail
Duration: 11 min 17 s
Description: In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about doing a SAFE with a Self-Directed IRA, investing in timber with a Roth IRA, and convertible note investments in an IRA.

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about doing a SAFE with a Self-Directed IRA, investing in timber with a Roth IRA, and convertible note investments in an IRA.

Investing in a SAFE with an IRA, Timber in a Roth IRA, and more | Client Q&A

Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected!

Episode 464: BOI: What You Need to Know to Avoid Costly Mistakes

Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what’s new, what’s the same, and how it impacts your savings strategy!

Episode 465: 2025 Contribution Limits

Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles. 

Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups!

Episode 467: Angel Investing, LPs, and Other Ways to Use Your IRA to Invest in Business

Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth!

Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!"

Episode 469: Major Tax Benefits of Buying Bitcoin in an IRA

Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I’m sharing my biggest mistakes and insights so you can maximize your savings today.

Investing in a SAFE with an IRA, Timber in a Roth IRA, and more | Client Q&A

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