AdMail – Episode 98


In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about creditor protection with a Self-Directed IRA LLC, investing in a daughter’s business, and reopening a terminated Solo 401(k) plan.

0:00 Intro

1:24 *Question 1: If I set up a Self-Directed IRA LLC, will my assets in the LLC be protected from creditors?

4:53 *Question 2: I am planning on investing $65,000 in an entity my daughter owns around 15%. She is also an employee of the business. Can I make the investment?

9:32 *Question 3: I have a Solo 401(k) plan with you that I terminated and now want to re-open? How does that work?

11:37 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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