Can I Convert my Self-Directed IRA to a Roth if I’m Retired?

IRA Financial’s Adam Bergman Esq. discusses the Roth IRA conversion rules when you are retired.

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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.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

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Unexpected Effects of A Downturned Economy Part 2

We are all familiar with the obvious signs of the recent economic crash. But there are a few unexpected effects of the downturned economy you might not have noticed, such as a loss hope that has led to depression and suicide for many. It’s time to find hope in some unexpected places.

Financial Record Keeping – Why It Is Crucial to Build Wealth

The rich know a simple secret to building and managing wealth. They pay attention to it every day. This is a process common to every person who has successfully built a fortune. Here is how you develop this discipline and how it will enable you to build wealth.

How To Become A Millionaire Through Online Opportunities

How do you become a millionaire? Especially when one does not have much money to start with! By investing into the ideas and ways that “make money.” For those who are dedicated to succeed, the internet is certainly one place to do it with its many marketing opportunities. An online business provides opportunities to work from home and be your own boss with minimal investment and little risk. And, you can retain your current job and income while you develop your online, business opportunity. What you have to do is start a website, find and exploit a profitable niche and, sell a product or service of value to the largest customer base in the world.

Unexpected Effects of A Downturned Economy – Part 1

We are all familiar with the obvious signs of the recent economic crash. But there are a few unexpected effects of the downturned economy you might not have noticed. For one, college enrollment has dropped as potential students weigh the pros and cons of higher education’s higher costs.

Retirement Planning Information – Things That You Need to Know

The lack of clarity tends to become the number one problem of all retirees when it comes to their post retirement plans. This is because of the lack of knowledge and the lack of information about the things that you need when it comes to retirement plans. Others are negligent of the things when it comes to retirement this is because they are tempted by the things around them or shortly speaking they are very delighted to earthly things from the start without knowing or without taking good care fist of the things that will be needed in the future.

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