In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about management-controlled groups, rolling a SIMPLE IRA into a Solo 401(k), and rolling a private placement investment in a Self-Directed IRA. -- 0:00 Intro 1:15 *Question 1: I watched your video on controlled group rules and 401(k) plans, I did not hear you talk about management-controlled groups. Can you help me understand that? 6:27 *Question 2: I have a SIMPLE IRA, can I set up a Solo 401(k) plan and roll the SIMPLE funds into the new Solo 401(k)? 7:51 *Question 3: I have a Self-Directed IRA at another company with a private placement investment, how would I roll the IRA investment to IRA Financial? 9:47 Outro -- 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 larg
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