AdMail – Episode 100

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about investing in foreign real estate, moving an IRA investment to IRA Financial, and filing requirements for a terminated Solo 401(k) plan.

0:00 Intro

1:07 *Question 1: I am interested in buying a rental property in Mexico. Do you have any experience with this type of transaction?

3:54 *Question 2: I have an investment in a partnership interest in a Self-Directed IRA at another custodian and want to move it to IRA Financial – how do I do this?

6:03 *Question 3: I decided to close my business in June 2022 and, thus, will terminate my Self-Directed Solo 401(k) plan I set up with you. I have less than $250K in the plan. Do I have to file an IRS Form 5500-EZ?

7:43 Outro

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About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(K) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

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