How To Set Up a Self-Directed IRA – Adam Bergman – Tax Attorney

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

How To Set Up a Self-Directed IRA – Adam Bergman – Tax Attorney




Learn more about the Self-Directed IRA for investments:

It’s easy to setup a Self-Directed IRA with the IRA Financial app. Only three steps are required, and then you’re able to make alternative asset investments, like real estate. There are only three things you can’t do, which are known as the prohibited transaction rules found under IRC section 4975.

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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. Who_Dat?

    All of my asset is in Fidelity. If I create a Self Directed Solo 401K account with IRA Financial, and roll my SEP IRA, Roth IRA, IRA over to IRA Financial, I incur zero cost. The real question is what is it going to cost me if IRA Finacial is my custodian. I haven’t seen any videos of your fees and cost to establish a Self Directed Solo 401k . Thank you

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