Converting to a Roth IRA within a Self Directed IRA

by | Oct 22, 2022 | Roth IRA

Converting to a Roth IRA within a Self Directed IRA




Want to convert an asset in a pretax IRA to a Roth IRA? Listen to Adam Bergman, tax attorney and founder of IRA Financial, as he walks you through the process, and lets you know about potential pitfalls and promises.

Interested in learning more about a Self-Directed IRA?

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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.

Learn More:
#SelfDirectedIRA #retirement #Rollover #AlternativeInvestments #taxes #UBTI #RealEstate…(read more)


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