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Showing posts with the label Succession

Logan Roy and the Lessons IRA Investors Can Take from Adam's Talk.

Spoiler alert! The hit series Succession's S4E3 has a plot twist with an interesting lesson to be had for real life IRA investors. So how would it work if this happened to your family? In this video, Adam Bergman, Esq. talks about unexpected inheritance of an IRA. -- Learn more about inherited IRA transfers: -- 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 doe