Adam Bergman, a partner with the IRA Financial Group, discusses the rollover rules as they pertain to establishing a Self-Directed IRA or Solo 401(k) Plan. The video discusses how one can rollover retirement funds, such as an IRA, Roth IRA, SEP IRA, SIMPLE IRA, 401(K), 403B, and 457B to a Self-Directed IRA or Solo 401(k) Plan tax-free. The video also highlights the differences between a direct and indirect rollover.

For more information on the IRA Rollover Rules, please visit

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