Timothy Sumer

Are YOU eligible to set up a Solo 401(k) plan? Want to find out? Join IRA Financial's Adam Bergman as he lets you in on one of the best kept secrets in retirement accounts. Thoughts or questions? Leave a comment down below! -- 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: Qualified Retirement Plans REVEA

In today's video, Adam Bergman, Esq. and Isaac Rodriguez, a client of IRA Financial, discuss taking out a loan with a SDIRA versus a Solo 401k, and potential tax consequences of each. -- Learn more about the Self-Directed IRA: Learn more about the Solo 401(k): -- 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 at

How to profit with lending in a SDIRA. Self-Directed IRAs are a great way to diversify your portfolio, giving you control over your retirement. You can tie your lending to a real estate investment which can protect you in the case of a default, and so much more. Watch this quick video and let me know if you have any questions. FULL LENGTH VIDEO: IPlanGroup: INFO KIT: FEES: My contact information: Paul Rink 440-458-2566 call or text Link to my Facebook page (Give Yourself a Raise), with a more detailed breakdown of outlet finance! * *Instagram: @rinksrentals *twitter: @paulrink1 my other channels: My real estate related topics: RINKSRENTALS! My axe throwing business: MOVING TARGETS MOBILE AXE THROWING! * Prize Pool referral link Hi! I'm inviting you to PrizePool, a new type of banking account that pays out over 4k prizes totaling $50k each month from a guaranteed prize pool! Get a 10% bonus on all your prizes by using my referral link. My referral code is

📞 Ready to buy your first fully done for you rental property? Book a free call with us: Using a self-directed IRA is one of my favorite ways to buy real estate. However, I don't believe in a one-size-fits-all investing strategy. To help you determine if a self-directed IRA is right for you, I'm going to run through some of the pros and cons of using a self-directed IRA to invest in real estate ❓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: ----------------- The pros: 1) More freedom and m

As part of the gigantic $1.7 BILLION spending bill, the SECURE 2.0 Act introduces several important provisions that should help retirement savers across the nation. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the impact that SECURE 2.0 will have on Self-Directed IRA retirement accounts, and how you should prepare. Join us LIVE on Wednesday, January 4th 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-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, n

#mittromney The news outlets are going crazy over Mitt Romney's mysterious $100,000,000 Roth IRA. How could an IRA with a maximum yearly contribution of $6,000 grow to contain $100 million? How exactly has Mitt Romney built his incredible wealth? Today you're going to learn about the power of building wealth inside of a self-directed IRA. I'm sharing the secrets of Mitt Romney's $100,000,000 Roth IRA, how to make smart retirement and tax choices, and what you need to do to build your own wealth! Download our FREE Freedom Number Cheat Sheet here ➜ Read Our Best Selling Book “How to Pay Off Your Mortgage in 5 Years” ➜ Ready to buy your first rental property? Book a 30 Minute call with our team ➜ Subscribe to this channel for more great tips ➜ Want Funding For Your Real Estate? ➜ Love podcasts? 🎧 Listen to our award winning Investing in Real Estate Podcast ➜ Apple Podcasts: 🎧 Follow me on Instagram! Instagram: Want to Get Started With Real Est

What is the difference between a Spouse Beneficiary and a Non-Spouse Beneficiary? What should you expect if you inherited an IRA after 2020? What factors should you consider when deciding on a beneficiary prior to the Secure Act 2.0? In this video, John Bowens, Director, Head of Education and Investor Success at Equity Trust Company, explains the ins and outs of Beneficiary IRAs, also known as Inherited IRAs. Can you Self-Direct your Beneficiary IRA/Inherited IRA? The answer is yes! Download our guide to Self-Directed IRA Rules and Regulations: Timestamps 0:00 Intro 0:49 What is a Beneficiary IRA/Inherited IRA? 1:23 What are the three classifications of beneficiaries to retirement plans? 2:11 Spouse Beneficiary vs. Non-Spouse Beneficiary 7:29 What is a Non-Designated Beneficiary? 8:20 What to know if you inherited an IRA prior to 2020 11:00 Inherited IRA rules after the Secure Act 13:28 What is an eligible designated beneficiary? 15:36 H

If you have a Self-Directed IRA LLC, the LLC will need its own EIN. When getting one, you need to put down an authorized user. However, the language will list you, the IRA owner, as the "sole member." However, that's not accurate since the IRA owns the LLC. Adam Bergman explains. -- 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

What's the Backdoor Roth IRA Secret? It's the reason you can save even more money for retirement with a Roth IRA set up with after tax contributions. Learn more! -- Set up your account today! -- 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 CONVERT IRA TO GOLD: Gold IRA Account CONVER

Saen Higgins outlines your options, and his preferred structure, for establishing your self-managed retirement account . Read Saen's white paper on Retirement Accounts here: Learn more about tax lien certificates, tax deeds, and self managed retirement accounts. Enroll in Saen's free seven module mini course at: ... ( read more ) LEARN MORE ABOUT: Qualified Retirement Plans REVEALED: How To Invest During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing When it comes to saving for retirement, traditional employer-sponsored 401k plans are the norm. However, for those who are self-employed or work for a small business without a 401k plan in place, a self-managed 401k can be a viable option. A self-managed 401k allows individuals to take control of their retirement savings and invest in what they believe will yield the most significant returns. But how do you structure your self-managed 401k f

In this podcast episode Mat and Mark discuss how to transfer or rollover your IRA, 401(K), Coverdell, and HSA. Learn how to unlock your retirement account and invest in what you know with a Self-Directed IRA or 401(k). Also, check out: Can I rollover or transfer my existing retirement account to a self-directed IRA? Visit www.directedira.com/podcast for more episodes. ---- Leave your questions in the comment section below! 🔊 Found this video helpful? Click the Like bottom & share with others. Subscribe to my channel and click the 🔔 icon for notifications when I post a new video. ----- Open a New Self-Directed IRA account now To submit your questions, listen, search for prior episodes, or sign up for their Weekly Free Newsletter, visit ---- Learn how to take control of your retirement with Mat’s resources: - The Self-Directed IRA Handbook: - Total SDIRA Bundle: - The Self-Directed IRA Handbook Video Series: - Self-Directed IRA Summit Video Series:

Self-Directed retirement accounts can be intimidating and complex. This webinar is meant to answer the most common questions investors have before they commit to opening a Self-Directed account and help investors of all experience levels navigate this 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 As the world of retirement planning continues to evolve, many investors are turning to self-directed IRA and Solo 401(k) accounts. These accounts offer a level of control and flexibility that traditional retirement accounts simply can't match. However, as with any unfamiliar financial instrument, there are bound to be plenty of questions. Here are answers to some of the most common questions about self-directed IRA and Solo 401(k) accounts. What is a self-directed IRA? A self-directed IRA (Individual retirement account ) is an acco

Do you know which retirement account will work best for you? Join Adam Bergman as he offers his thoughts on a Solo 401(k) vs. a SEP IRA. Thoughts or questions? Leave a comment down below! -- 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 CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA

Contact Brandi here: bdean@horizontrust.com or give her a call - 505-847-4013 ::::::::::::::::::::::::::::::::::::::::::::::: Stay Connected These Other Ways: FREE VIDEO TRAINING (HOW TO TAKE BACK CONTROL OF YOUR RETIREMENT): INSTAGRAM: FACEBOOK: WEBSITES: #sdira #finance #money #realestate #retirement... ( 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 with your retirement funds can be a great way to maximize your savings while also diversifying your portfolio. One of the most popular ways to do this is through a self-directed IRA (Individual retirement account ). A self-directed IRA allows you to use your retirement funds to invest in a variety of assets, including stocks, bonds, mutual funds, real estate, and more. A self-directed IRA is a type of retirement account that allows you to manage your own investments withou

If you're looking to invest in real estate, you should know the best way to do it. Learn about what a Roth IRA can do for you and your retirement goals. IRA Financial has the answers to your questions. Learn more below! -- 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

What can you do with your retirement funds? Can you rollover or transfer some, or all of it? Learn from Adam Bergman as he provides the information. -- 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 TRANSFER IRA TO SILVER: Silver IRA Account REVEALED:

Looking to move money from a 401(k)? You need a triggering event. Learn more about maximum creditor protection and your rollover. 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 TRANSFER IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA