AdMail – Episode 123

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about self-directing a SEP IRA, lending IRA money to an ex-spouse, and investing in a son’s venture capital fund.

0:00 *Intro

1:24 *Question 1: Can I use a SEP IRA to do a Self-Directed IRA, or do I have to use a traditional IRA?

3:26 *Question 2: My ex-spouse and I are still very close – can I lend him money with my Self-Directed IRA?

5:37 *Question 3: My son is a GP in a venture capital fund. He owns less than 35% of the GP and less than 1% of the LP – can I use my Self-Directed IRA to invest as an LP?

11:10 *Outro

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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.

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