In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust with an IRA investment, receiving a 1099 for an IRA LLC investment, and hiring someone to manage IRA LLC investments.

Using a Trust in an IRA Joint Venture, 1099 for an IRA LLC Investment, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taking an IRA LLC distribution, contributing to a Roth IRA with only passive income, utilizing an IRA-owned property.

Taking an IRA LLC Distribution, Contributing to a Roth IRA, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the deductibility of Roth Solo 401(k) profit sharing contributions, valuing an IRA with a bankrupt company investment, and contributing to an IRA with an Inherited IRA distribution.

Deducting Roth Profit Sharing Contributions, IRA Valuation, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about accredited investor IRA investments, performing a Backdoor Roth 401(k) for 2022, and investing in private equity.

Accredited Investor Rules, Still Time for a Backdoor Roth 401(k), and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the legality of holding IRA-invested gold outside the US, using an IRA to purchase real estate in Mexico, and setting up the LLC tax ID for a Self-Directed IRA LLC.

Holding IRA-Owned Gold Outside the US, Investing in Foreign Real Estate, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taking RMDs from a Self-Directed IRA LLC, setting up multiple LLCs for real estate properties, and how to rollover a regular IRA to a Self-Directed IRA.

Taking an RMD from a SDIRA LLC, Real Estate IRA Creditor Protection, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about inheriting a Roth IRA, setting up a Roth for your children, and starting a business with retirement funds.

Inheriting a Roth IRA, Starting a Business with Retirement Funds, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making additional 401(k) contributions after maxing out a workplace plan, selling an interest in an LLC, and filing requirements for an LLC investment with an IRA.

Maxing out Your 401(k), Investing in an IRA LLC, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in an S Corp with a Roth IRA, rolling a Roth 401(k) into a Solo 401(k), and using a trust with an Health Savings Account.

Investing in an S Corp, Rolling Over a Roth 401(k), and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about buying treasury bonds in a Solo 401(k), certificate of trust for a Solo, and using an IRA to buy cryptos on a decentralized exchange.

Investing in Treasury Bonds, Solo 401(k) Certificate of Trust, and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions regarding the new Corporate Transparency Act and who needs to file a report with FinCEN.

HOW the New Corporate Transparency Act Affects You? | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a 529 plan, inheriting a Solo 401(k) plan, and valuing a private business held inside your Self-Directed IRA.

Self-Directing a 529 Plan, Inheriting a Solo 401(k), and more | Client Q&A

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making Roth contributions to a Solo 401(k), comparing the SEP IRA to the Solo K, and determining how much you may contribute to a Solo K.

Roth Solo 401(k) Contributions, SEP vs. Solo, and more | Client Q&A

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

In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to fees associated with self-directed retirement accounts and what exactly you get for them.

New tracks tagged #Ask Adam