Timothy Sumer

IRA Financial's Adam Bergman provides helpful tips for buying real estate in a Self-Directed IRA LLC. -- Learn more about the Real Estate IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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

Discover more videos by IRA Financial: Subscribe to our channel: -- 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, 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 financia

What is a Roth conversion and why should you consider it? The ultimate goal is a tax-free retirement. All qualified Roth distributions are free of taxes. Of course, retirement funds can't escape the tax man altogether, so when you convert traditional, pretax funds to Roth, you will owe taxes. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss what a Roth conversion is, how to perform one, and the rules you need to be aware of. He will also explain why and when you should consider doing one. Join us LIVE on Thursday, September 21st at 1:00PM EDT! *please note the date change* -- Learn more: -- 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 I

There are many alternative investments to choose from - so what makes gold so appealing to buy with an IRA? In today's video, Adam Bergman, Esq. discusses the leading reason motivating investors to purchase precious metals such as gold. -- Learn more about gold IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial 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 does not provide legal services. No attorne

In today's video, Adam Bergman, Esq. and Isaac Rodriguez, a client of IRA Financial, go over the basics you need to know for SDIRA rollovers. -- Learn more about Self-Directed IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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, its manageme

A Self-Directed IRA is a regular individual retirement account that offers one the ability to make alternative investments, such as real estate, in additional to traditional investments like stocks and mutual funds. However, you must be aware of the rules so that your plan remains IRS compliant. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the rules you need to be aware of when operating a Self-Directed IRA, such as the IRS prohibited transaction rules, unrelated business income tax rules, annual tax filings, and other compliance requirements. This is a must watch video for every Self-Directed IRA investor. Join us LIVE on Wednesday, March 8th at 12PM EST! -- Learn more about the Roth Solo 401(k): -- 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

With an IRA, you can lend money for any reason to anyone that is not you or a lineal descendant. -- Learn more about Self-Directed IRAs: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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, its management, salespersons or IRA Financial's in-house

Are you worried about the safety of your retirement funds in a Self-Directed IRA? Don't be! YOU are in control of all investment decisions. So long as you stay within the IRS rules, you make the investments you want. -- Learn more about the Self-Directed IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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.

Investopedia has ranked IRA Financial as the top provider of IRS audit protection for self-directed IRAs. In today's episode, the founder of IRA Financial, Adam Bergman, Esq. discusses what exactly we do to protect our clients from audits. -- Learn about the Self-Directed IRA: Learn more about IRA audits: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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 Financia

If you use a Self-Directed IRA to invest and save for retirement, you must be aware of the important IRS rules, including the prohibited transaction rules and the UBTI tax. -- Learn more about the Self-Directed IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- 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 Cli

An LLC is very beneficial for Self-Directed IRA investments since it gives you added protection, privacy and control. However, an LLC is not needed to make investments, and there is an added cost for maintaining one. -- Learn more about the Self-Directed IRA: -- Discover more videos by IRA Financial: Subscribe to our channel: -- About IRA Financial: IRA Financial 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-clien

On March 21, 2023, the Treasury Department and the IRS issued Notice 2023-27 which announces that they are soliciting feedback for upcoming guidance regarding the tax treatment of a nonfungible token (NFT) as a collectible under the tax law. The Notice states that the IRS intends to issue guidance that treats certain NFTs as collectibles for purposes of IRC Section 408(m). It outlines the approach the IRS is considering and asks for comments by June 19, 2023. For retirement account investors, the determination of whether an NFT is crucial as to whether the asset can be purchased by a retirement account . On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the new Notice, explain what NFTs are, and walk you through the new “look-through analysis" that may help determine whether an NFT is a collectible, and thus, a prohibited investment with your retirement account . Join us LIVE on Monday, March 27th at 12:45PM EDT! -- Read more abou

The best part about investing with a Self-Directed IRA is that all income generated by your investments flow back into the plan without tax. While the prohibited transaction rules prevent you from benefiting from IRA-owned assets, there is a way to use your IRA-owned real estate property tax free. One such strategy is the 60-day IRA rollover rule which will give you free reign of your asset for up to two months. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss how you can invest in a real estate property and take advantage of the 60-day rollover rule to personally use the property without running afoul of the IRS rules. Join us LIVE on Wednesday, May 3rd at 12:00PM EDT! -- Learn more: -- 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 a