Timothy Sumer

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

Watch how Jill, Owner/CEO of iPlanGroup, shares her understanding of financial literacy and how she educates her children about it. Teaching her children about financial literacy gives her the opportunity to mold her kids towards financial freedom as they grow up. Jill’s best advice for the new investors, ‘Let things go… Get your feet wet. Do your first deal.” =========== 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 IR

If you include your spouse in your Solo 401k you could tap into higher contributions, and the ability to co-invest together. We cover: - How to maximize contributions (up to $127,000 tax deductible) by including your spouse in your Solo 401k plan - When and how to co-invest with your spouse under a Solo 401k - How to keep the books and funds clean when you and your spouse are in one plan Interested in starting your own Solo 401k? Contact us at for a free consultation!... ( 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 If you are a small business owner, you may be familiar with the concept of a Solo 401k. This type of retirement plan is designed specifically for self-employed individuals and small business owners who do not have any employees. It allows you to contribute up to $19,500 per year ($26,000 if you are 50 or older) and offers

Your retirement... YOUR WAY! Go confidently forward in the pursuit of your dreams; live the life you’ve imagined today. This Self-directed retirement account Class provides attendees one hour of core Real Estate CE and offers attendees the knowledge to identify and apply IRA and/or 401k funds to client’s investment Real Estate Transactions. Learn the Lingo-Glossary of Terms, Why Use Retirement Funds for Real Estate, Benefits & Pitfalls, Flipping & 1031 and End Games. WEBSITE ----------- SOCIAL MEDIA ----------------- Linkedin: Google+: Facebook: Twitter: Instagram: Youtube: LATEST NEWS FROM IRA ADVANTAGE ---------------------- Disclaimer: All my opinions are my own. These statements are not meant to be taken as investment advice.... ( 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://inflationprotecti

The ability to get cash from your retirement plan is a major benefit of the Solo 401k. On this training, we discussed taking a participant loan. Topics covered: - What is a participant loan? - How does it work? - Who sets the interest rate? - What are the loan repayment terms? - What happens if I make payments late? - Can I have more than one loan out at a time - How to take a participant loan from your Nabers Group Solo 401k - ...and more Interested in seeing how a participant loan can work for you? Contact the Solo 401k Experts today at ... ( 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 https://inflationprotection.org/solo-401k-participant-loan-webinar/?feed_id=65059&_unique_id=63d4fa545feb7 #Inflation #Retirement #GoldIRA #Wealth #Investing #401kloan #bitcoinira #checkbook401k #CheckbookIRA #individual401k #in

If you are not fully aware of what your self-directed IRAs can do for you, then this video will show you how Self-Directed IRAs really work and how to utilize them in investing properly in the right entities. =========== 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 https://inflationprotection.org/iplangroup-what-is-a-self-directed-ira-really/?fe

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

How Do I Open a Self-Directed IRA Account? There are three ways to open a self-directed IRA account: 1. Call us at 800-425-0653 and we can assist over the phone. 2. Create an account online by going to 3. Visit one of our office locations and we can assist you in person. It's that simple. self directed IRA | real estate IRA | The Advanta IRA® | checkbook IRA | private lending | notes and mortgages | self directed Roth IRA | solo 401k... ( 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/ask-advanta-how-do-i-open-a-self-directed-ira-account/?feed_id=61797&_unique_id=63c861c45a3c5 #Inflation #Retirement #GoldIRA #Wealth #Investing #2017SelfDirectedIRA #CheckbookIRA #IRARealestate #realestateIRA #selfdirectedira #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedrealestateira #whatis

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

What Funds Can I Use to Open a Self-Directed IRA? For more videos like these, check out our Ask Advanta OnDemand Video Library -- Self-directed IRA | self directed Roth IRA | traditional IRA | SEP IRA | SIMPLE IRA | self directed 401k | HSA | ESA | 503b | TSP | individual(k)... ( 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 https://inflationprotection.org/ask-advanta-what-funds-can-i-use-to-open-a-self-directed-ira/?feed_id=52921&_unique_id=63a634fde214c #Inflation #Retirement #GoldIRA #Wealth #Investing #2017SelfDirectedIRA #503b #CheckbookIRA #ESA #HSA #individualk #IRARealestate #realestateIRA #selfdirectedira #selfdirectedirarealestate #selfdirectedIRAservices #selfdirectedrealestateira #SelfDirectedRothIRA #selfdirected401k #sepira #simpleira #traditionalIRA #tsp #whatisaselfdirectedira #SimpleIRA #2017SelfDirectedIRA

Are you … - a sole proprietor? - a business owner with less than 100 employees? - an independent contractor? - self-employed? - a partner in a business? In this webinar, we will be discussing what types of contributions can be made to your self-directed IRA such as the Simplified Employee Pension Plans (SEP), the Savings Incentive Match Plan for Employees (SIMPLE), and the Individual(k). Here's what you can expect to learn … - An overview of each plan; - How to choose the right plan for your business; - How to calculate your contributions; - What the maximum contributions are; - How to establish your plan. To learn more about how to maximize your self-directed IRA visit ... ( read more ) LEARN MORE ABOUT: Keogh Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing https://inflationprotection.org/how-to-maximize-your-retirement-contributions/?feed_id=52599&_uni

📞 Ready to buy your first fully done for you rental property? Book a free call with us: If you're looking for a way to protect your retirement funds from inflation, buying real estate inside a self-directed IRA is the best strategy. ❓Ask me a 30-second question at 📺 Watch Next: How to Create Your Personalized Path to Financial Freedom: 🏠 What's Your Freedom Number? Download our free PDF to help you determine how many rental properties you would need to achieve financial freedom: 💵 Ready to get your finances in order? Download the FREE 90-Day Financial Empowerment Bootcamp: 🎓 Want to learn more about creating your individualized plan to wealth with a proven system? Join us in Financial Freedom Academy: 👨🏻‍💻 Sign Up for My Webinar: ----------------- #morrisinvest #claytonmorris #realestateinvesting About Clayton Morris: As a financial news host and real estate investor, Clayton Morris believes that everyone has the right and the ability to ac

The Checkbook Control Self Directed IRA LLC. What Is It, And Who Should Have One? In this video, we discuss the checkbook control IRA, LLC. What is it? Who should have one? And, what are the problems associated with it, as well as what solutions it provides. What is a checkbook control IRA, LLC. If you go online and search this term, you're going to get a lot of different opinions and a lot of different explanations as to what this is. So, let's talk about it real briefly. First, when somebody is mentioning checkbook control IRA, LLC, they're really talking about having an IRA - most likely a self-directed IRA - where the self-directed IRA is going to be a shareholder of an LLC. A lot of times it's a single member, LLC. This means that the IRA owns one hundred percent of the LLC, but the managing member of that LLC is the IRA owner themselves. What this allows them to do is set up a bank account, linked to that LLC, where the IRA owner has access to th

Self-directed Checkbook IRA LLC Question Answered - How should I name 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 alternative investment