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! abergman@irafinancial.com
—
Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber

Subscribe to our channel: https://www.youtube.com/user/IRAFinancialGroup?sub_confirmation=1
—
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/

Increase Your Lotto Wins With These Three (3) Game Changers

Have you ever wondered if there is a way to increase your chances at winning the lotto? These three (3) game changers will change the way in which you play the lottery.

Investments of Passion Still Reign Supreme

In the face of a compromised global economy, made even more fragile by a problematic credit crunch that has plagued the financial arena for nearly a decade, the number of the world’s High Net Worth Individuals, or HNWIs, has, surprisingly, seen a solid and impressive surge. Wealth-X, one of the world’s most definitive and accurate wealth intelligence firms, reported that 2012 showed a 5% increase in the number of people who met the firm’s definition of true “ultra-wealth,” that being, the possession of net assets meeting or exceeding $30M. Further, the report predicts that the next ten years will…

A Societal Imbalance

Here in America there has always been three classes within our overall society. And for the most part here in America where enough to maintain a nice balance for everyone. A comfortable way of living at least for the most part was available to every one, at least until the 1990’s

5 Steps to Help Grow Your Business

A common goal among business owners is to grow, grow, grow, but how? If you have been struggling to start, or need an extra boost in sales, you need to follow our five simple steps to see your business develop towards greater success.

Does Trading a Demo Practice Account Work?

Paper trading on a demo account on financial instruments such as FX, Futures and Binary Options has long been deem as the safest way to ease into the monstrous field of trading. While that may be true, I would like to share some personal experience with you with regards to this aspect.