Estate Planning & Your Self Directed IRA

by | Nov 14, 2022 | Self Directed IRA | 1 comment

Estate Planning & Your Self Directed IRA




Learn more about Estate Planning –

It may be time to revisit estate planning opportunities due to the current COVID-19 situation. You need to protect your assets, while maximizing what you leave to your beneficiaries. There’s a lot of uncertainty, however, one thing is for sure, taxes will go up due to government spending to help Americans get through this.

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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. Kurt Chen

    I just cash out my 401k but they withhold a 20% on my tax. What is my Option to pay tax at the end of the year? Do I still have the option to spread out my tax for three years?

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