In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about 401(k) rollover rules for 2023, converting a private placement to Roth, and converting a 403(b) to Roth.
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0:00 *Intro
1:09 *Question 1: Have the rules changed in 2023 with the SECURE Act for 401(k) rollovers?
2:38 *Question 2: My custodian will not let me do a Roth conversion of a private placement – will your company?
4:24 *Question 3: I am a teacher and have a 403(b). I am retiring in the next few months. How can I convert my funds to Roth?
7:42 *Outro
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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/
#retirement #rothira #401k #rollover #investing #taxes #rothconversion #adambergman #irafinancial #askadam #403b #privateplacement #secureact
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