AdMail – Episode 106

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about funding an IRA real estate deal, surpassing the 60-day limit on an indirect rollover, and making an investment not listed in the Solo 401(k) plan document.

0:00 Intro

1:05 *Question 1: I have a real estate deal I need to fund via an IRA and a rollover to my Checkbook IRA LLC. How do I do this?

4:36 *Question 2: If I elect to do an indirect IRA transfer and surpass the 60-day limit, how lenient is the IRS in these cases?

7:26 *Question 3: I want to do exotic option trading via my Solo 401(k) and the type of option trading is not listed in the Solo 401(k) plan document I have with IRA Financial as a permitted investment – can I still do it?

11:23 Outro

Have a question for Adam? Send it to us!

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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:

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