AdMail – Episode 104


In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about using margin to buy cryptos, being a paid advisor for an IRA-invested company, and using one LLC for multiple retirement accounts.

0:00 Intro

1:06 *Question 1: If I want to use margin to buy cryptos, can I do that?

3:25 *Question 2: I invested IRA funds into a private company where the IRA owns less than 3%. I have now been asked to be a paid advisor – can I do it?

5:48 *Question 3: Can I do one LLC that will be owned by an IRA, a Roth, a Coverdell, and an HSA? I want to have all my funds in one entity for simplicity purposes.

8:13 Outro

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

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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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