In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses.
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*Question 1 from Barry S in Worcester, MA: Does having a checkbook IRA LLC trigger an IRS audit?

*Question 2 from Jeff Z in NM: If I roll money from another IRA to my checkbook control structure – can I roll it directly to the LLC?

*Question 3 from Jodi P in Colorado Springs, CO: You don’t talk about the SIMPLE IRA much – what do you think of it as a retirement plan option for a small business?

Have a question for Adam? Send it to us! abergman@irafinancial.com
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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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