AdMail – Episode 43

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about the mega backdoor Roth 401(k), the Gemini Self-Directed IRA, and UBTI tax on a real estate investment.

*Question 1 from YouTube: I read about the Mega Backdoor Roth 401(k) on your website, and have one question. Do I need to roll the funds to a Roth IRA or can the funds stay in the plan and do a Roth 401(k) conversion in the plan?

*Question 2 from Twitter: What is the difference between the Self-Directed IRA and the Gemini Self-Directed IRA?

*Question 3 from Jason T in Athens, GA: I am planning on buying real estate with a loan – if I don’t expect to generate much profit in the beginning years, do I have to worry about UBTI?

Have a question for Adam? Send it to us!

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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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