Interested in transferring your old 401(k) to a Self-Directed IRA? Do you do a direct rollover, or an indirect rollover? What does that even mean in relation to your 401(k) and IRA. If you’re trying to avoid excess taxes, give a listen to our latest video.
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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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Awesome video! Indirect 401k/IRAs can be rolled over once every 12 months per calendar year but does that apply if I also have multiple old emplyoer 401k accounts? Can I roll each one or only 1 per year?
Can you do this while you still at your job?
Where is the how to part?…