Timothy Sumer

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 ...

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Inherited IRA options, making a real estate investment with family members and if a Roth conversion makes sense. -- *Question 1 from Tiffany J in Santa Barbara, CA: If I inherit an IRA, do I have to take it or can I disclaim it? *Question 2 from Roger A in Odessa, TX: Can I invest in a real estate investment with myself, my sister, and my dad, who will own just 22%? *Question 3 from John J in Phoenix, AZ: I am 57 years old, own an apartment building in my IRA that has appreciated significantly in the last three years. Should I do a Roth Conversion? Have a question for Adam? Send it to us! abergman@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 ...

Invest in real estate using your Midland self-directed IRA! All rental income and sale proceeds are tax-free!!... ( 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 Real estate has always been a reliable investment option, and many people often wonder if they can leverage their retirement funds to invest in this lucrative market. Fortunately, the answer is yes. With a self-directed IRA, individuals can purchase real estate assets and diversify their retirement portfolio even further. A self-directed IRA (Individual retirement account ) is simply an IRA that allows investors to have more control over their funds. Unlike a traditional IRA, which only allows investments in stocks, bonds, and mutual funds, a self-directed IRA provides the flexibility to invest in a wide range of assets, including real estate. Investing in real estate through a...

Discover the power of a self-directed IRA! Meet Bill Gulas of IRA Innovations, a trusted administrator of Self-Directed IRA services for real estate, gold, LLCs, checkbook IRA, and alternative investments in a Roth or Traditional retirement 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 Welcome to IRA Innovations - Self Directed IRA Administrator IRA Innovations is a leading self-directed IRA administrator that empowers individuals to take control of their retirement savings and invest in a wide range of assets beyond traditional stocks and bonds. With a focus on transparency, flexibility, and education, IRA Innovations enables investors to explore alternative investment options and potentially maximize their returns. Self-directed IRAs offer a unique opportunity for investors to diversify their retirement portfolios and ...

Safeguard Advisors - - You can use your IRA money to buy income-producing Real Estate, with a Self Directed IRA. Emphasis must be placed upon the fact that transactions will be deemed to be "prohibited" if investments, in any way, currently benefit the account holder, close family members and a few others who are known as "disqualified parties". Safeguard Advisors' attorney consultants are specifically trained in ERISA law. Note: Because the rules and regulations are complex, it is strongly recommended the account holder utilize the services of competent advisors and attorneys who are experts in the area of Self Directed IRA investing.... ( 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 Self Directed IRA Rules - Top FAQ's When it comes to saving for retirement, individuals have several options to choose from,...

📞 Ready to buy your first fully done for you rental property? Book a free call with us: Pairing a self-directed IRA with a non-recourse loan is the ultimate strategy for building wealth. In this video, I'm going to teach you how to maximize your retirement funds with this strategy. ❓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: ----------------- #morrisinvest #claytonmorris #realestateinvesting About Cla...

John Bowens explains what a non-recourse loan is and how it works when investing in real estate with a self-directed IRA, self-directed Roth IRA, or other tax-advantaged accounts. Download our Real Estate Guide to learn more about investing with your self-directed IRA: Equity Trust Company is a directed custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Trust Company is for educational purposes only, and should not be construed as tax, legal or investment advice. Whenever making an investment or financial 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 Non-Recourse Loans and Self-Directed IRAs: A Powerful Combination for Investment Growth When it comes to growing one's wealth and diversifying investment portfo...

The best part about investing with a Self-Directed IRA is that all income generated by your investments flow back into the plan without tax. While the prohibited transaction rules prevent you from benefiting from IRA-owned assets, there is a way to use your IRA-owned real estate property tax free. One such strategy is the 60-day IRA rollover rule which will give you free reign of your asset for up to two months. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss how you can invest in a real estate property and take advantage of the 60-day rollover rule to personally use the property without running afoul of the IRS rules. Join us LIVE on Wednesday, May 3rd at 12:00PM EDT! -- Learn more: -- 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 a...

📞 Ready to buy your first fully done for you rental property? Book a free call with us: Self-directed IRAs are gaining popularity, and for good reason. In this video, I'm explaining self-directed IRAs, their benefits, and how you can decide if a SDIRA is right for you. 📺 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: ----------------- What a Self-Directed IRA Is A self-directed individual retirement account is a more flexible version of a traditional IRA. A self-directed IRA, or SDIRA, allows many more in...

Are your IRA investments not performing or sitting around gathering dust? Yow may want to transfer your retirement funds to a self-directed IRA. Transferring your IRA to a self-directed IRA is a simple process and The Entrust Group is here to help. Here we have 5 simple steps to make your IRA transfer process easy. Discover the tax benefits of investing in alternative assets, such as real estate, private placements, precious metals, and notes. Grow your earnings on a tax-deferred or tax-free basis, depending on the self-directed plan type. Transfer your old IRA fund into a self-directed IRA at Entrust today! Be sure to subscribe to our channel and follow us on social media! Facebook: LinkedIn: Twitter: Pinterest: Check out our blog for Self-Directed IRA news, education and 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 IRA Tr...

It's easy to get your Solo 401k qualified and activated by the end of the year! You only need to do 2 things to get qualified: 1. Complete your docusign 2. Formally elect contributions Let's walk through how to get these action items done easily and quickly. Ready to set up your Solo 401k? Visit Solo401k.com today.... ( read more ) LEARN MORE ABOUT: 401k Plans REVEALED: Best Investment During Inflation HOW TO INVEST IN GOLD: Gold IRA Investing HOW TO INVEST IN SILVER: Silver IRA Investing If you're a self-employed individual looking for a retirement savings plan, the Solo 401k Plan is an option worth considering. This plan allows you to contribute both as an employer and employee, giving you a higher contribution limit than other individual retirement accounts (IRAs). However, setting up a Solo 401k Plan can be confusing and time-consuming. That's why the video tutorial "Activate Your Solo 401k Plan Video Walk Thru" is such ...

What is a Self-Directed IRA? A self-directed Individual retirement account is an IRA which allows alternative investments for retirement savings. For regular IRAs, these options usually include stocks, bonds, and mutual funds. With a truly self-directed IRA, the term "self-directed" refers to the unlimited options of alternative investments available to you. If you are ready to know more about "What is a Self-Directed IRA?" please visit The term self-directed simply means that the owner of the IRA has control over what alternative investments the IRA makes. By doing so, IRA owners are completely managing their own retirement futures … by investing in what they know and understand. Traditional IRAs and Roth IRAs are the two major kinds of individual retirement accounts and the prime difference between the two is the time at which they are taxed. SEP IRAs are plans utilized by the self-employed business people. A SIMPLE IRA is a retirement pla...

Learn the difference between a Self Directed IRA and a regular IRA taught by the experts at Check Book IRA. More videos at Jordan Sheppherd, CEO, Check Book IRA, Llc Telephone 800-482-2760 Redmond OR | Scottsdale AZ | Minneapolis MN Transcript: In this first lesson, we're going to talk about IRAs and go over some of the history of these accounts and why they came into existence. We are going to tell you why custodians have restricted your ability to invest in what you want and then finally we will talk a little bit about Self-Directed IRAs and how they work. But we are going to go a little bit more detail on that subject on lesson two. I will not go through the entire history of the IRAs but just to give an overview. There was actually a time when the only way you could save your retirement in a tax preferred account was if you have actually have a pension, and the only way you get a pension was if you work for a company that offered one. In 1974, the congress addres...

Of course, you can invest in real estate with a Self-Directed IRA. In fact, it remains the number one alternative asset for IRA investors. Adam Bergman explains how it works. -- Learn more about real estate investing: -- 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...