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Important Tax Rules for Self-Directed IRAs

The IRS is always watching! Whether you are investing with personal funds, or via a retirement account , such as a Self-Directed IRA, you must be aware of all the rules which may affect your taxes. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the most important tax rules when using a Self-Directed IRA to accumulate wealth for retirement. Join us LIVE on Wednesday, January 25th 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 yours...

Which IRA is superior: Traditional or Roth?

Which is better for saving for retirement, a traditional or Roth IRA? The right answer depends on your personal circumstances, including your tax situation, retirement date and financial goals. In this video, we cover the key similarities and differences between a traditional IRA and Roth IRA -- as well as what important considerations can help you determine whether a traditional or Roth IRA makes most sense for you. Subscribe to @underthebuttonwoodtree857 here: To learn more about financial planning and retirement, visit: Contact us about your portfolio or financial plan here: Facebook: Twitter: LinkedIn: #rothira #ira #retirementplanning #investing... ( read more ) LEARN MORE ABOUT: IRA Accounts INVESTING IN A GOLD IRA: Gold IRA Account INVESTING IN A SILVER IRA: Silver IRA Account REVEALED: Best Gold Backed IRA Traditional or Roth IRA: Which Is Better? Individual Retirement Accounts (IRAs) offer a great opportunity for individuals to set ...

Is it Necessary to File Taxes with a Self-Directed IRA?

Generally, so long as the investments remain in the Self-Directed IRA, there are no taxes to file annually. The only time you need to worry about taxes is when you take a distribution or if your investment is subject to the UBTI tax, which Adam explains in this video. -- 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 service...

How does contributing to an IRA reduce your taxes?

If you are wondering how contributing to an IRA reduces your taxes this video is for you! I'm talking about how contributing to a traditional IRA can reduce your taxes and NOT a Roth IRA. They are two different types and hopefully by the end of this video you can understand the difference and how they are taxed. ///////////////////////////////////////////////// Get answers FASTER... Join this channel to get access to perks: ----------------------------------------------------- Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth buildin...

BACKDOOR ROTH IRA | Is this a good idea?

A backdoor ROTH IRA may be a smart retirement assets accumulation strategy for some people. Watch this video to see if it makes sense for you. I’m a financial advisor with decades of experience. I’ve worked with thousands of clients and I use this outlet to share the lessons I’ve learned with you so you could become financially fit. I’ve written many articles for CNBC and I’ve been quoted in The New York Times, Barron’s MarketWatch, Morningstar, MSNBC, The Street, Acorns, and others. Click here for my latest in the news: I also write a weekly email blast that is unlike anything else you’ll ever read. I write pretty cool stuff, If I may say: Email me to join my email distribution list. I email once per week and I never, ever share or sell anyone’s email address: MGoldberg@ClientFirstStrategy.com My videos are all about financial education. Financial planning, Investing, budgeting, saving for college, retirement planning , social security claiming strategies, 401k rollovers...

What Ed Slott Thinks About the Roth IRA | The Guided Retirement Show

Ed Slott and Dean Barber talk about what they think about the Roth IRA. For more info about this episode visit: Ed's new book: The New Retirement Savings Time Bomb: How to Take Financial Control, Avoid Unnecessary Taxes, and Combat the Latest Threats to Your Retirement Savings by Ed Slott - Elite IRA Advisor Group - Episode 31: How to Avoid the Biggest Tax Traps with Ed Slott - Schedule a Complimentary Consultation with a Barber Financial Group Advisor - ... ( 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/what-ed-slott-thinks-about-the-roth-ira-the-guided-retirement-show/?feed_id=38305&_unique_id=636dfd5614c9f #Inflation #Retirement #GoldIRA #Wealth #Investing #deanbarber #edslott #investing #iraaccount #iraaccounts #iraplanning #irataxes #Retirement #retirementira #retirementplanning #Roth...