Timothy Sumer

Is there an instance where you might have both a Roth IRA as well as a Traditional IRA? In many cases our clients actually end up with both. This is due to the old 401k's that they may have rolled over from previous employers that end up in their traditional IRA's. In this case we want to be sure to invest both accounts the same way. Both your rollovers into your IRA as well as your future contributions in your Roth IRA. This way the growth is the same and helps you get towards your retirement goals, but also you have some pre-tax as well as post tax money growing together. We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money. ---Ready to subscribe--- For more information visit: www.JazzWealth.com --- Instagram @jazzWealth --- Facebook --- Twitter @jazzWealth Business Affairs 📧Support@JazzWealth.com... ( read more ) LEARN MORE ABOUT: IRA Acc

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:

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

IRA Financial's Adam Bergman Esq. discusses options for how you can use IRA funds to purchase a home that you can live in now and/or during retirement. -- 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/adbits-how-to-buy-a-house-with-an-ira/?feed_id=48378&_un

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