Timothy Sumer

Learn more about the Self-Directed IRA - -- Every IRA needs a trustee, or custodian, to administer the plan. Choosing the right Self-Directed IRA custodian depends on what you want to invest in and how much control you want over your funds, among other factors. -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Ba...

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...

When it comes to using an IRA for real estate investing, you have two options: the custodian controlled IRA and the Checkbook Control IRA. Which is the better choice? Adam Bergman explains. -- Learn more about the Self-Directed IRA: Learn how to invest in real estate: -- 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 ser...

IRA Financial's Adam Bergman Esq. explains how you can rollover a Checkbook IRA LLC from one custodian to another, and the rules you need to be aware of. -- 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 o...

Of course, you can invest in real estate with a Self-Directed IRA. In fact, it remains the number one alternative asset for IRA investors. Adam Bergman explains how it works. -- Learn more about real estate investing: -- 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...

IRA Financial Trust Company was founded by tax attorneys who worked at some of the largest law firms in the world and have helped over 12,000 clients Self-Direct their retirement funds through their ownership in the IRA Financial Group LLC. Through the IRA Financial Group LLC, one of the largest Self-Directed retirement plan providers in the country, our experience and knowledge of the complex IRS rules surrounding the holding and investment of retirement assets provides the clients of the IRA Financial Trust Company with a level of expertise that is unmatched in the industry. Whether the investment is made via the IRA Custodian or by using a Checkbook Control IRA LLC, individuals looking to make non-traditional investments with their retirement funds, such as real estate, precious metals, hard money loans, private business investments, and much more, the IRA Financial Trust Company will offer you secure and expert alternative asset custodian services at a fair price. IRA ...

Learn more about investing in gold: -- With a Self-Directed IRA, you can invest in IRS-approved coins and metals, including gold. The investment should be held in the physical possession of a bank or US depository. A safe deposit in the LLC's name MAY be okay, but there is no IRS guidance. -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: Precious Metals IRAs HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER:...

Self-Directed IRA holders are a special group. We like the freedom of having more control over our investment portfolio and we truly understand the value of diversity in our holdings. Of the many diverse areas of investments we have available to us, investing in private companies has not been as readily available primarily because these opportunities are just not that easy to find. We at Market Advisors are strategists in assisting companies to plan for and raise capital for growth, and we are excited to say that opportunities to invest in exciting growth companies is about to change. Why do we say that? Well on April 5, 2012, President Obama signed the JOBS Act (Jumpstart Our Business Startups Act - H.R. 3606) into law. This bipartisan legislation is intended to stimulate jobs growth in the United States by allowing smaller companies to raise capital, both privately and publicly, with greater ease and fewer restrictions. That includes using social platform "Crowd ...

Discover the steps on how to establish your self-directed IRA LLC: - To establish a self-directed IRA is easy. First decide which option you want: 1. Custodian Control: Good structure if you are making very few transactions with your investments. You have a flat annual fee. No establishment fee for an LLC. 2. Checkbook Control: Good structure if you need limited liability protection. It's best for investors who want more control over their retirement funds and investments. From there, you transfer/rollover your money from your current custodian to the new self-directed IRA custodian so you can begin making traditional and non-traditional investments. At IRA Financial Group, our IRA specialists will help you throughout the entire process. - Subscribe to our channel: - Adam Bergman founded IRA Financial Group and IRA Financial Trust. Prior, he was a tax attorney at some of the largest law firms in the country, including White & Case LLP. He’s written 7 books...

You may have heard of a Self-Directed IRA and may even know a little bit about how it works, but are you confident enough to get started today? The worst thing you can do is jump into something without all the available information at your disposal. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the three most important questions you should ask before setting up a Self-Directed IRA. This is a must-watch for every Self-Directed IRA investor, new and old. Join us LIVE on Wednesday, January 18th 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-dir...

Precious metals, particularly gold, have long been a go-to alternative investment for investors, especially retirement savers. During periods of economic uncertainty, precious metals provide a hedge against inflation and offers diversification in one's portfolio. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss how to use your IRA to invest in gold, silver, platinum and other precious metals and coins with a Self-Directed IRA and the benefits of doing so. He will also explain how to properly hold the IRA-invested assets. Join us LIVE on Thursday, October 19th at 12PM EDT! -- Learn more about using retirement funds to invest in precious metals: -- 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 alternat...

IRA Financial's Adam Bergman Esq. discusses the Self-Directed IRA operating agreements, LLC articles and Tax I.D. numbers - the three major components for setting up a Checkbook Control Self-Directed IRA LLC. -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA https://inflationprotection.org/adb...

Learn More about the Self-Directed IRA with Checkbook Control: -- When you want to take control of your retirement funds and make investments you know and understand, establish a Self-Directed IRA with "checkbook control." A Self-Directed IRA LLC allows you to quickly make investments without custodian consent, ultimately eliminating hefty custodial fees. Watch the full video to learn more and discover how you can benefit. Discover more videos by IRA Financial: -- About IRA Financial: - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leadin...

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses. -- *Question 1 from Barry S in Worcester, MA: Does having a checkbook IRA LLC trigger an IRS audit? *Question 2 from Jeff Z in NM: If I roll money from another IRA to my checkbook control structure – can I roll it directly to the LLC? *Question 3 from Jodi P in Colorado Springs, CO: You don’t talk about the SIMPLE IRA much – what do you think of it as a retirement plan option for a small business? Have a question for Adam? Send it to us! abergman@irafinancial.com -- 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 ...

Using a Trust instead of an LLC with your Self-Direct IRA to gain checkbook control has a few disadvantages. Find out what a Trust is, what the cost differences are, and what the benefits of an LLC are. Learn more about the Solo 401(k) plan and how it can help you: Learn more about the Self-Directed IRA and how it works: -- 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. Learn More: ... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSF...

Learn more about the Solo 401(k) for self-employed and small business owners: Learn more about the Self-Directed IRA for everyone else: -- Did you know you can gain control over your retirement investments with a self-directed retirement plan with "checkbook control"? It's not as complicated as it may sound! Watch the full video to see how you can make traditional investments (stocks, bonds, etc.) and alternative investments (real estate, cryptocurrency, etc.) completely on your own and without custodian consent. Discover more videos by IRA Financial: -- About IRA Financial - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, for...

Make almost any type of investment with the Self-Directed IRA structure: -- The Self-Directed IRA LLC is an IRS approved retirement plan that allows you to make investments without custodian consent. Make traditional and non-traditional investments with a Self-Directed IRA. Any retirement plan can be self-directed, such as a 401(k) or SEP IRA. Watch the full video to learn how the Self-Directed IRA structure works. Discover more videos by IRA Financial: -- About IRA Financial - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leading custodians making th...