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

IRA Financial's Adam Bergman provides helpful tips for buying real estate in a Self-Directed IRA LLC. -- Learn more about the Real Estate 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

Self-directed IRA LLC Question Answered - How can I fund my IRA LLC bank account? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative investmen

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.

Self-directed IRA Question Answered - How do I take required minimum distributions from my IRA LLC? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alte

Self-directed Checkbook IRA LLC FAQ Can I invest my Self directed IRA in my existing LLC? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alternative in

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

How self directed IRAs work, Roth and traditional. Here is an example. Please "Like," SUBSCRIBE: | Call +1-954-400-1050 or fill out a free consultation form: Asset Protection From Lawsuits: Offshore Company Formation: US company formation: Webull Click here to FREE stock when you open a stock brokerage account and make a deposit with Webull DISCLAIMER The information provided in this video does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this video and on this channel are for general informational purposes only. Information on this channel may not constitute the most up-to-date legal or other information. This video and/or description may contain links to other third-party websites. Such links are only for the convenience of the reader, user or browser; the we do not recommend or endorse the contents of the third-party sites. The presenter is not an attorney. Lawyers Limited is n

How a Self Directed IRA LLC Works | Self Directed IRA LLC with Checkbook Control | Serving All 50 States | Step by step instructions of exactly how a self directed IRA LLC works. - 1-800-936-0872 | Accredited Member of BBB A+ Rating |... ( 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 A self-directed IRA LLC is a powerful retirement investment vehicle that offers individuals the ability to take control of their retirement funds and make alternative investments. Unlike traditional IRAs, self-directed IRAs allow individuals to invest in a wide range of assets including real estate, precious metals, private equity, and even their own business. The key component of a self-directed IRA LLC is the formation of a limited liability company (LLC). This LLC is owned by the individual's IRA and serves as a vehicle to hold and manage the IRA's i

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

When it comes to using an IRA for real estate investing, you have two options: the custodian controlled IRA and the Checkbook Control IRA. Which is the better choice? Adam Bergman explains. -- Learn more about the Self-Directed IRA: Learn how to invest in real estate: -- 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 ser

- If you've received a company buyout or lump-sum payment from your employer's retirement plan, you may be wondering what to do with the funds. One smart option is to roll over the distribution into an individual retirement account (IRA) to defer taxes and potentially grow your savings over time. In this video, we'll guide you through the process of rolling over a company buyout into an IRA, including important rules and considerations you need to know. You'll learn about the benefits of tax deferral, how to avoid potential penalties and taxes, and strategies for maximizing your retirement savings. Whether you're nearing retirement or just starting to build your nest egg, rolling over a company buyout into an IRA can be a powerful financial move. Watch this video to learn how to get started and secure your financial future.... ( read more ) LEARN MORE ABOUT: IRA Accounts TRANSFER IRA TO GOLD: Gold IRA Account TRANSFER IRA TO SILVER: S

Self-directed Checkbook IRA LLC FAQ - How can I invest my Fidelity IRA in alternative investments? Please book a call: Our owners host daily webinars on our community where you can ask questions! Please join My Community to participate & ask questions: Please join My Community to ask questions: Free to Join! All are Welcome! LEARN MORE: The solo 401k plan , commonly referred to as self-directed Solo 41k is the retirement plan of choice for self-employed individuals or owner-only businesses including for the features highlighted below: -The highest contribution limits for any defined contribution plan including up to $57,000 (or even $63,500 if you are 50 or older) for 2020 (for 2021: $58k or $64.5 if you are 50 or older). -The ability to make pre-tax, Roth, and even Mega Backdoor Roth contributions. -401k participant loans of up to $50,000 -Invest with checkbook control in real estate, cryptocurrencies, notes, private placements, and other types of alter

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about lending funds to a Self-Directed IRA, 2022 SEP IRA contribution deadline, and issuing a K-1 for an IRA LLC investment. -- 0:00 *Intro 1:33 *Question 1: Can a non-disqualified person lend funds to my Self-Directed IRA to buy real estate? 4:29 *Question 2: When are my SEP IRA contributions due for 2022? 5:51 *Question 3: I will be receiving a K-1 from an investment my Self-Directed IRA LLC is investing in. Who should the K-1 be issued to? 8:27 *Outro -- Have a question for Adam? Send it to us! info@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 of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset i

Non-Recourse Loan Expert Roger St. Pierre from MyIRALender.com shares his deep expertise in non-recourse loans for Self-directed Solo 401k and IRA retirement investments. -How to Qualify For a Non-Recourse Loan for a Self-directed 401k/IRA -Non-Recourse Loan Qualification Tool -COVID-19 Impact to Non-Recourse Loans -Residential, Commerical, AirBnb vacation rentals Learn more: ... ( read more ) LEARN MORE ABOUT: IRA Accounts CONVERTING IRA TO GOLD: Gold IRA Account CONVERTING IRA TO SILVER: Silver IRA Account REVEALED: Best Gold Backed IRA As many individuals look to diversify their investment portfolio, they may consider using their self-directed solo 401k or IRA accounts to invest in alternative assets. However, investing in certain assets, such as real estate, may require additional funding beyond what is currently available in the account. This is where a non-recourse loan can be beneficial. A non-recourse loan is a type of loan where the le