How Much of my 401(k) can I use for ROBS?

How Much of my 401(k) can I use for ROBS?

If you want to use your 401(k) funds to utilize the Rollover as Business Startup (ROBS) to fund your business, you can use however much of the plan funds you wish. — Learn more about ROBS: https://www.irafinancialgroup.com/rollover-business-as-startups/ — Discover more…

How Long do I Have to Fund a Solo 401(k)?

How Long do I Have to Fund a Solo 401(k)?

If you have a Solo 401(k), there is no obligation to fund the plan, however, you should show the IRS your intentions of maintaining the plan with some contributions. — Learn more about the Solo 401(k): https://www.irafinancialgroup.com/solo-401k/ — Discover more…

AdMail - Episode 114

AdMail – Episode 114

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about Solo 401(k) contribution deadlines, where rollover funds should go, and nonrecourse financing availability. — 0:00 *Intro 1:17 *Question 1: I want to make employer contributions to my Solo…

Hold Your Own IRA Crypto Keys

Hold Your Own IRA Crypto Keys

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the Crypto IRA, how to invest in Bitcoin and other popular cryptocurrencies, and how you can own and control the private keys for the account. Join…

Divided Government - Impact on Taxes

Divided Government – Impact on Taxes

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the recent midterm elections and how the divided government may impact your taxes for the next couple of years. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe…

Can I Convert my Self-Directed IRA to a Roth if I’m Retired?

Can I Convert my Self-Directed IRA to a Roth if I’m Retired?

IRA Financial’s Adam Bergman Esq. discusses the Roth IRA conversion rules when you are retired. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to our channel: https://www.youtube.com/user/IRAFinancialGroup?sub_confirmation=1 — About IRA Financial: IRA Financial Group was founded by Adam Bergman,…

Can you use ROBS for an Existing Business?

Can you use ROBS for an Existing Business?

If you need funds for your existing business, you CAN use the ROBS structure to utilize your retirement funds to provide capital for your business. Adam Bergman explains. — Learn more about ROBS: https://www.irafinancialgroup.com/rollover-business-as-startups/ — Discover more videos by IRA…

GME & Bitcoin Insight_2

GME & Bitcoin Insight_2

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will offer some insight about two popular investments – Bitcoin and GameStop (GME) stock including the lessons we can learn from the GME story and the current state…

Can I Use my Business EIN for my Solo 401(k)?

Can I Use my Business EIN for my Solo 401(k)?

Generally, the only time you need an EIN for your Solo 401(k) plan is when you want to open a bank account; the EIN for your plan should be separate from that of the business. — Discover more videos by…

AdMail - Episode 113

AdMail – Episode 113

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about investing an IRA into a Mexican business, transferring a 401(k) to a Self-Directed IRA, and switching from a regular Self-Directed IRA to a Checkbook IRA LLC. — 0:00…