AdMail Adam Bergman

On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to the SEP IRA, including opening a SEP when you have a full-time job, setting up a plan for 2023, and offering benefits to your employees.

On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to Roth IRA conversions, including the deadline for performing a conversion, how often can you engage in a conversion, and valuing an asset you wish to convert.

Are you confused about Required Minimum Distributions (RMDs) and how they impact your retirement planning? IRA Financial's founder, Adam Bergman is here to demystify RMDs and provide clear, concise answers to your top three questions!

In this week's AdMail, we tackle some of the most pressing questions about Self-Directed IRA distributions to help you navigate the complexities of retirement investing. Here's a sneak peek at what we'll cover:

"I own a vacation home in my self-directed IRA, do I have to sell the house to take a distribution?" - Chris W
"I have a self-directed Roth IRA LLC, can I take tax-free distribution directly from my LLC?" - Carly T
"I have a self-directed IRA with you and almost all the assets are tied up in illiquid private business investments. I am turning 73 this year, how do I take RMDs?" - YouTube

Join us as we provide expert insights and actionable strategies to address these questions and more. Don't miss out on this opportunity to unlock the full potential of your Self-Directed IRA!

This week's AdMail is all about self-directed IRA rollover basics. Can you transfer real estate from one custodian to another? How do you move your 401(k) into a self-directed IRA? What is the difference between direct and indirect transfers? IRA Financial's founder Adam Bergman has the answers for you!

On today's podcast, we'll be talking about self-directed IRA Contribution Basics. Are you thinking about ways to add money to your self-directed IRA? Are you curious about if you can make IRA and self-directed IRA contributions in the same year? What about a Roth and an IRA contribution in the same year, or even moving money from a 401(k) to help fund a self-directed IRA. IRA Financial's founder, Adam Bergman, provides these answers and helps you feel comfortable contributing to your self-directed retirement account!