Please note: we have a change of topic for this week, if you are looking for SECURE 2.0 impact on Self-Directed IRAs, please check us out next Wednesday at 12PM EST. Thank you! If you are an investor of Tesla stock, you might not be shocked to hear that it's headed for it worst month, quarter and year on record. If you own these stocks in your IRA, this may not be so bad for you. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss why you should strongly consider converting those stocks held in a traditional IRA to Roth. Pay taxes now on the depressed price of the stock, and reap tax-free benefits in the future. Learn why a Roth conversion makes the most sense when your IRA-owned assets are down in value. Join us LIVE on Thursday, December 29th 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...
Timothy Sumer is a philanthropist and motivational speaker empowering young entrepreneurs across the nation. He speaks on starting new businesses and the importance of branding in the digital age. Timothy Sumer has a BA in Accounting from NYU and a Masters in Information Technology from MIT. Tim enjoys traveling around the globe, driving exotic sports cars, molecular gastronomy, exploring new cultures, and keeping on top of the latest technology trends. Hope you enjoy Timothy Sumer's page :)