Timothy Sumer

In depth webinar about Self-Directed IRAs, especially for investing in real estate. Interested to learn more? Visit our page to view more FREE webinars! Keep up with all things Broad Financial: LinkedIn: Facebook: Twitter: Vimeo: YouTube Channel: / @broadfinancialllc Disclaimer: Broad Financial LLC does not provide legal, tax, or investment advice. Please consult with your tax or legal advisor before making investment decisions.... ( 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 If you are looking to take control of your retirement future, then the Ultimate Self-Directed IRA Webinar by Broad Financial is a must-attend event. This informative webinar provides individuals with the knowledge and tools they need to maximize their retirement savings through self-directed IRA investing. For many individuals, a traditional...

Self-directed IRA LLC Question Answered - How can I fund my IRA LLC bank account? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investmen...

Discover the power of a self-directed IRA! Meet Bill Gulas of IRA Innovations, a trusted administrator of Self-Directed IRA services for real estate, gold, LLCs, checkbook IRA, and alternative investments in a Roth or Traditional retirement account .... ( 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 Welcome to IRA Innovations - Self Directed IRA Administrator IRA Innovations is a leading self-directed IRA administrator that empowers individuals to take control of their retirement savings and invest in a wide range of assets beyond traditional stocks and bonds. With a focus on transparency, flexibility, and education, IRA Innovations enables investors to explore alternative investment options and potentially maximize their returns. Self-directed IRAs offer a unique opportunity for investors to diversify their retirement portfolios and ...

Mark Peck, Senior Director of Business Development @ Forge Trust, will join us to discuss investing your retirement funds in alternative assets. With over $14 billion of assets in custody, Forge Trust Co. (formerly IRA Service Trust Company) handles a wide range of alternative investments including: Real Estate Private Stock Private Equity Promissory Notes Private Placements Precious Metals and more (including Process & Fees) To Watch the Full Video, please join My Community (it's free) at the following link: Please then watch the full video and join the discussion here: ... ( 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 Self-Directed IRA Review: Alternative Asset Investing w/ Special Guest Expert @ Forge Trust When it comes to retirement savings, many people are familiar with traditional investment options such as stocks, bonds,...

Safeguard Advisors - - You can use your IRA money to buy income-producing Real Estate, with a Self Directed IRA. Emphasis must be placed upon the fact that transactions will be deemed to be "prohibited" if investments, in any way, currently benefit the account holder, close family members and a few others who are known as "disqualified parties". Safeguard Advisors' attorney consultants are specifically trained in ERISA law. Note: Because the rules and regulations are complex, it is strongly recommended the account holder utilize the services of competent advisors and attorneys who are experts in the area of Self Directed IRA investing.... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA Self Directed IRA Rules - Top FAQ's When it comes to saving for retirement, individuals have several options to choose from,...

iPlanGroup CEO Jill Banner answers the questions about what is a Self-Directed IRA and how iPlanGroup serves its clients. =========== TAKE ACTION ============ iPlanGroup is a financial institution located in Westlake Ohio. At iPlanGroup we empower Self-Directed IRA investors to grow tax-advantaged wealth and retirement savings through alternative investments. As an independent, passive administrator, our focus is simple: Your needs as an investor. We provide services to our clients across the United States. (855) 604-7526 Join iPlanGroup on social: ===================== Facebook: LinkedIn: Instagram: Twitter: ... ( 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 What Is a Self-Directed IRA & Why iPlanGroup? When it comes to retirement planning , many individuals are familiar with traditional individual retirement accounts (IR...

Self-directed IRA Question Answered - How do I take required minimum distributions from my IRA LLC? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alte...

Self-directed Checkbook IRA LLC FAQ Can I invest my Self directed IRA in my existing LLC? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative in...

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...

How a Self Directed IRA LLC Works | Self Directed IRA LLC with Checkbook Control | Serving All 50 States | Step by step instructions of exactly how a self directed IRA LLC works. - 1-800-936-0872 | Accredited Member of BBB A+ Rating |... ( 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 A self-directed IRA LLC is a powerful retirement investment vehicle that offers individuals the ability to take control of their retirement funds and make alternative investments. Unlike traditional IRAs, self-directed IRAs allow individuals to invest in a wide range of assets including real estate, precious metals, private equity, and even their own business. The key component of a self-directed IRA LLC is the formation of a limited liability company (LLC). This LLC is owned by the individual's IRA and serves as a vehicle to hold and manage the IRA's i...

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...

It's easy to get your Solo 401k qualified and activated by the end of the year! You only need to do 2 things to get qualified: 1. Complete your docusign 2. Formally elect contributions Let's walk through how to get these action items done easily and quickly. Ready to set up your Solo 401k? Visit Solo401k.com today.... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing If you're a self-employed individual looking for a retirement savings plan, the Solo 401k Plan is an option worth considering. This plan allows you to contribute both as an employer and employee, giving you a higher contribution limit than other individual retirement accounts (IRAs). However, setting up a Solo 401k Plan can be confusing and time-consuming. That's why the video tutorial "Activate Your Solo 401k Plan Video Walk Thru" is such ...

Self-directed Checkbook IRA LLC FAQ - How can I invest my Fidelity IRA in alternative investments? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alter...

What is a Self-Directed IRA? A self-directed Individual retirement account is an IRA which allows alternative investments for retirement savings. For regular IRAs, these options usually include stocks, bonds, and mutual funds. With a truly self-directed IRA, the term "self-directed" refers to the unlimited options of alternative investments available to you. If you are ready to know more about "What is a Self-Directed IRA?" please visit The term self-directed simply means that the owner of the IRA has control over what alternative investments the IRA makes. By doing so, IRA owners are completely managing their own retirement futures … by investing in what they know and understand. Traditional IRAs and Roth IRAs are the two major kinds of individual retirement accounts and the prime difference between the two is the time at which they are taxed. SEP IRAs are plans utilized by the self-employed business people. A SIMPLE IRA is a retirement pla...

Learn the difference between a Self Directed IRA and a regular IRA taught by the experts at Check Book IRA. More videos at Jordan Sheppherd, CEO, Check Book IRA, Llc Telephone 800-482-2760 Redmond OR | Scottsdale AZ | Minneapolis MN Transcript: In this first lesson, we're going to talk about IRAs and go over some of the history of these accounts and why they came into existence. We are going to tell you why custodians have restricted your ability to invest in what you want and then finally we will talk a little bit about Self-Directed IRAs and how they work. But we are going to go a little bit more detail on that subject on lesson two. I will not go through the entire history of the IRAs but just to give an overview. There was actually a time when the only way you could save your retirement in a tax preferred account was if you have actually have a pension, and the only way you get a pension was if you work for a company that offered one. In 1974, the congress addres...

Harvard Law Attorney & Self-Employed Retirement Expert George Blower provides an update on the recent House Proposal to ban Backdoor Roth IRA and 401k contributions as well as your ability to invest IRA funds in accredited investments. We will also discuss essential year-end retirement savings planning for self-employed individuals including Solo 401k deadlines, contribution limits, eligibility, and much more! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in r...