AdMail – Episode 115


In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about choosing which IRA makes an investment, paying taxes on a Roth conversion, and using IRA funds to pay for a financial subscription.

0:00 *Intro

1:39 *Question 1: I have an IRA LLC owned by my traditional IRA and Roth IRA. Can I choose which investment either of my IRA makes, and allocate profits accordingly?

4:53 *Question 2: If I do a Roth IRA conversion in 2022, when is the tax due? April 15, or when I file my extension?

6:34 *Question 3: Can I pay for a financial subscription service (specifically Motley Fool) from my Self-Directed IRA-owned LLC’s checking account?

9:15 *Outro

Have a question for Adam? Send it to us! info@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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