AdMail – Episode 95


In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about management-controlled groups, rolling a SIMPLE IRA into a Solo 401(k), and rolling a private placement investment in a Self-Directed IRA.

0:00 Intro

1:15 *Question 1: I watched your video on controlled group rules and 401(k) plans, I did not hear you talk about management-controlled groups. Can you help me understand that?

6:27 *Question 2: I have a SIMPLE IRA, can I set up a Solo 401(k) plan and roll the SIMPLE funds into the new Solo 401(k)?

7:51 *Question 3: I have a Self-Directed IRA at another company with a private placement investment, how would I roll the IRA investment to IRA Financial?

9:47 Outro

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

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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/

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