AdMail – Episode 102


In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about lending IRA funds to a sibling, nonrecourse real estate financing in certain states, and giving access to an IRA Financial Self-Directed IRA.

0:00 Intro

1:21 *Question 1: I want to use my Self-Directed IRA to lend funds to my brother; if my brother then uses the funds to buy a boat and I use that boat, it is that okay?

4:28 *Question 2: If I want to use a nonrecourse loan to buy real estate with my Solo 401(k) plan, is it true that some nonrecourse lenders will not lend to real estate in certain states?

7:50 *Question 3: I have a client that wants to set up a Self-Directed IRA but she wants to give me access to the account – is that possible with IRA Financial?

10:14 Outro

Have a question for Adam? Send it to us! abergman@irafinancial.com

Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber

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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.

Learn More: https://www.irafinancialgroup.com/about-us/

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