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...

In this video, we sit down with Jill from IPLANGROUP to talk about investing in self directed IRAS. They discuss the pros and cons of investing in self directed IRAS, as well as some strategies for mitigating the risks. If you're interested in investing in self directed IRAs, then be sure to watch this Q&A with Jill from IPLANGROUP. They'll discuss the pros and cons of investing in IRAs, as well as some strategies for mitigating the risks. They'll also answer some of the most common questions about self directed IRAS. So don't miss it! Home - iPlanGroup - Website Schedule an IRA Strategy Session – Schedule with Jill directly for a discovery session (free 30-minute call to go over your investment plan) IPlanGroup | Westlake OH (facebook.com) – Facebook iPlanGroup - YouTube – YouTube iPlanGroup (@iplangroup) • Instagram photos and videos – Instagram My contact information: Paul Rink 440-458-2566 call or text Link to my Facebook page (Give Yourself ...

IRA transfer vs rollover — it’s one of the first questions new SDIRA investors ask. Learn about each funding method so you can choose the option that’s right for you. In this video, John Paul Ruiz dives into the pros and cons of each funding method: transfers, rollovers, and contributions. He also highlights some of the most essential rollover rules to follow in order to maintain your SDIRA’s good standing. If you want even more in-depth information, be sure to read through our blog post, IRA Transfer vs. Rollover: What's the Difference? Timestamps: 0:00 | Intro 0:30 | What’s the Difference Between an IRA Transfer and Rollover? 0:54 | What is a Transfer? 1:31 | What is a Direct Rollover? 2:20 | What is an Indirect Rollover? 4:00 | Rollover Rules to Keep in Mind 5:54 | What about Contributions? 6:52 | Learn More about IRA Funding Methods Disclaimer: All IRA investments have risk and investment decisions should be made with the help of an experienced professio...

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...

The IRS prevents you from doing this in your Self-Directed IRA 👎🏼 #ira #finance101 #realestateinvesting... ( 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 With the rise of self-directed Individual Retirement Accounts (IRAs), more and more investors are taking control of their retirement savings and looking for alternative investment options. This newfound freedom allows IRA holders to diversify their portfolios and potentially increase their returns. However, it is important to remember that certain restrictions and regulations still apply, and there are some investments you simply can't make with your self-directed IRA. One popular investment choice that is often misunderstood is real estate. While it is true that you can use your self-directed IRA to invest in real estate, there are certain limitations and rules th...

📞 Ready to buy your first fully done for you rental property? Book a free call with us: Pairing a self-directed IRA with a non-recourse loan is the ultimate strategy for building wealth. In this video, I'm going to teach you how to maximize your retirement funds with this 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 Cla...

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...

By popular demand, Carl Fischer teaches on investing in tax liens using a self-directed IRA. He will be covering a list of topics including: • Comparing Tax Lien Vs Certificate and Tax Deed • Discussing the process of purchasing tax liens • Identify entities for purchase of tax deeds and tax liens/certificates • Evaluate pros and cons of using different entities • Examine a step by step approach to utilize your IRA/401k • Review custodian fees Carl Fischer is a Cornell University graduate and third generation real estate developer. Carl began his investing career in the 1970’s when he was employed as a rocket scientist at Kennedy Space Center in Cape Canaveral, Florida. He is presently one of the founders and principals of CamaPlan self-directed IRA.... ( 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 Investing in Tax Liens with a Self Directed ...

In this Distressed Real Estate and Note Investing podcast episode, author, attorney, and CEO of Directed IRA Mat Sorensen talks with host Brecht Palombo about how investors can use self-directed IRAs to buy mortgage notes and real estate properties. Mat covers key points to consider when using an SDIRA for retirement investing, how IRA/LLCs work, and provides some great info on tax codes investors should know about. Visit to learn more about how to take control of your retirement by investing in what you know. For in-depth SDIRA details, check out Mat's best-selling book, The Self-Directed IRA Handbook, with tax rules, legal insights, and strategies for investing in real estate, notes, bitcoin, and other top assets. Want to find out more about sourcing foreclosures, REOs, and non-performing note deals? Head over to for access to tools and resources, expert-led training, and the industry-leading BankProspector software.... ( read more ) LEARN MORE ABOUT: IRA...

In today's video, Adam Bergman, Esq. invites Isaac Rodriguez, a long-time client of IRA Financial, to talk about Self-Directed IRA basics from the perspective of someone who has made the switch. -- 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 e...

📞 Ready to buy your first fully done for you rental property? Book a free call with us: Self-directed IRAs are gaining popularity, and for good reason. In this video, I'm explaining self-directed IRAs, their benefits, and how you can decide if a SDIRA is right for you. 📺 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: ----------------- What a Self-Directed IRA Is A self-directed individual retirement account is a more flexible version of a traditional IRA. A self-directed IRA, or SDIRA, allows many more in...