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 401(k) plan for 2021, do I have to make them in ’21, or can I contribute them in 2022?

2:56 *Question 2: I am in the process of rolling funds from my employer 401(k) plan to IRA Financial, should the check be issued to me or IRA Financial?

6:34 *Question 3: I have a real estate deal that I want to use my IRA but will also need a loan, how available is a nonrecourse loan? Is it really a viable option?

10:21 *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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