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

Learn how the Self-Directed Roth IRA works, and the benefits of the plan, in under one minute. -- Read more about the Roth 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. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counse

You may have heard of the Roth IRA 5-year seasoning rule, but do you understand what it means? Equity Trust National Education Specialist John Bowens tells you what you need to know so you can avoid taxes and penalties when you withdraw money from your Roth account. Plus, John reveals some little-known details about the rule that could work favorably for you. Find out if a Self-Directed Roth IRA is right for you: Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with your tax attorney or financial professional.... ( 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 The Roth IRA is a popular retirement

There really is no definitive answer as to when a Roth IRA does not make sense, however, the younger you are, the more you can benefit from the tax-free growth of the Roth assets. -- Learn more about the Roth 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-client relationship exists between Client and IRA Fi

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

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

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

Thinking about paying off your credit card debt with your IRA? Adam Bergman describes the different methods you can use, noting the difference between Roth and traditional IRAs. -- Learn more about the Roth IRA: -- Learn more about the Backdoor Roth: 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. Learn More: #SDIRA #Self-Directed IRA #Roth #retirement #CreditCardDebt #taxes... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERT IRA TO GO

Peter Thiel turned his Roth IRA into more money than anyone could spend in a lifetime. Adam Bergman shows you how it was done, why it might not happen for you in the same way, and what you need to look for while you're investing. Interested in learning more about a Self-Directed IRA? -- Learn more about the Roth IRA: -- Learn more about the Backdoor Roth: 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. Learn More: #SelfDirectedIRA #retirement #Ro

Thinking about converting your traditional, pretax IRA to Roth before the end of the year? It's a powerful savings tool but you should know the best way to perform a conversion. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the Roth IRA conversion, how it works, when you should consider doing it, and helpful tips so you do it the right way. Join us LIVE on Wednesday, December 21st 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 Group is a retirement account facilitator, document filing, a

Can I Partner with My Self Directed IRA | with Chris Naugle // Are you wondering if you can partner with your self directed IRA? Some of the big traditional brokerages have started saying the have a self-directed IRA, but don't buy into the lie. It is not a true self-directed IRA. Watch this video to learn how you CAN partner with yourself for real profits. Next, watch Where is the Best Place I Can Put My Money? ::::::::::::::::::::::::::::::::::::::::::::::: Stay Connected These Other Ways: INSTAGRAM: FREE WEEKLY WEDNESDAY WEBINARS: GET CHRIS' BOOK: #ira #investing #personalfinance #chrisnaugle #Cashflow #creativefinance ... ( 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/can-i-partner-with-my-self-directed-ira-with-chris-naugle/?feed_id=52326&_unique_id=63a3eac8548a1 #Inflati

This video examines the different types of IRAa, specifically the Traditional and Roth IRA and highlights their similarities and differences. Adam Bergman, a partner with the IRA Financial Group, provides a detailed analysis of the different types of IRAs, such as the traditional IRA, ROTH IRA, SEP IRA, and SIMPLE IRA. For more information on our Self-Directed IRA LLC Solution, please visit For more information on our Self-Directed Roth IRA LLC solution, please visit Discover more videos by IRA Financial: -- About IRA Financial - IRA Financial Group is the market's leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close workin

Roth IRA Conversions – Pros & Cons In our webinars, we speak about the benefits of investing in alternative investments using IRA, 401(k) and SEP funds. In nearly all cases, your earnings can be tax-deferred, but there are even greater tax savings to be realized if the earnings come from the investment of Roth IRA funds! As a relatively new investment vehicle, Roth IRAs came into being through the Taxpayer Relief Act of 1997. For those eligible to contribute to a Roth, earnings on these funds grow tax-free! Initially, only those under a certain income level could benefit from having a Roth IRA. But due to a change in IRS rules, no income cap now exists for those wishing to convert a traditional IRA to a Roth IRA. Join us for this informative webinar and learn how to take advantage of the potential power of a self-directed Roth IRA! Self-Directed IRA | Roth IRA | Self directed Roth IRA | self directed IRA services | Roth conversion... ( read more ) LEARN