AdMail – Episode 97


In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about rolling over a Solo 401(k) to a Self-Directed IRA, owning another LLC with your IRA LLC account, and using an IRA Trust for a real estate purchase with a private lender.

0:00 Intro

1:03 *Question 1: I want to rollover funds from my Solo 401(k) plan to my Self-Directed IRA. I am okay paying tax – can I do it?

2:51 *Question 2: Can I set up a Self-Directed IRA LLC and have the IRA LLC own another LLC for extra limited liability protection?

5:20 *Question 3: Can I use my IRA Trust to fund the down payment on a house that I have a private lender set up for the other funds?

10:10 Outro

Have a question for Adam? Send it to us! abergman@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/

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