AdMail – Episode 126

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about using a trust as manager of an IRA LLC, investing in a business with a Solo 401(k), and 1099-R filing.

0:00 *Intro

1:27 *Question 1: For my Self-Directed IRA LLC, can I have a trust serve as manager of the LLC?

3:52 *Question 2: I have a Solo 401(k) with IRA Financial, can the Solo 401(k) invest in a business directly, or does it need an LLC?

6:49 *Question 3: I have a Solo 401(k) with you, do you guys do the 1099-R for my plan?

10:05 *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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