Please note: we have a change of topic for this week, if you are looking for SECURE 2.0 impact on Self-Directed IRAs, please check us out next Wednesday at 12PM EST. Thank you! If you are an investor of Tesla stock, you might not be shocked to hear that it's headed for it worst month, quarter and year on record. If you own these stocks in your IRA, this may not be so bad for you. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss why you should strongly consider converting those stocks held in a traditional IRA to Roth. Pay taxes now on the depressed price of the stock, and reap tax-free benefits in the future. Learn why a Roth conversion makes the most sense when your IRA-owned assets are down in value. Join us LIVE on Thursday, December 29th at 12PM EST! -- 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 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 IRA Financial'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. IRA Financial 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. Learn More: #tesla #teslastock #rothira #rothconversion #teslastockprice #ira #selfdirectedira #rothiraconversion #taxes #taxplanning #retirement #investing #stocks #irafinancial #adambergman #adamlive #taxfreeretirement...(read more)
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