AdMail – Episode 125

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about IRA plan asset rules, taking a salary from an IRA-owned business, and tax rules related to investing in a start-up with a Self-Directed IRA.

0:00 *Intro

1:13 *Question 1: I want to invest my IRA in a private equity fund but my custodian will not allow my investment because of the “Plan Asset Rules” – what is this?

5:21 *Question 2: I want to use my Self-Directed IRA to invest in a business my IRA will own 30% of – can I take a salary from the biz?

9:11 *Question 3: I plan on investing in a start-up using a Self-Directed IRA. I believe the entity will be a corporation and I will be a passive investor. What are some tax rules I should be aware of?

13:15 *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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