IRA Financial’s Adam Bergman Esq. discusses the beneficiary rules when you pass and have a Solo 401(k), whether you leave it to a spouse or non-spouse.
—
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.
Learn 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
I withdrew money from my employer 401K due to coronavirus financial impact then I rolled it over into a solo 401k how do I report this so that I do not pay any penalties