AdBits – Self-Directed IRA Audit Facts

by | Nov 10, 2022 | Self Directed IRA | 1 comment

AdBits – Self-Directed IRA Audit Facts




IRA Financial’s Adam Bergman Esq. discusses the audit risk of the Self-Directed IRA, how the IRS audits IRAs, and, most importantly, why your Self-Directed IRA is generally not at risk of one.

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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.

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1 Comment

  1. Sebastian

    What is a "primitive transaction "?

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