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Showing posts with the label venturecapital

"Edition 123 of AdMail"

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a SEP IRA, lending IRA money to an ex-spouse, and investing in a son's venture capital fund. -- 0:00 *Intro 1:24 *Question 1: Can I use a SEP IRA to do a Self-Directed IRA, or do I have to use a traditional IRA? 3:26 *Question 2: My ex-spouse and I are still very close – can I lend him money with my Self-Directed IRA? 5:37 *Question 3: My son is a GP in a venture capital fund. He owns less than 35% of the GP and less than 1% of the LP – can I use my Self-Directed IRA to invest as an LP? 11:10 *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 aw...