Spoiler alert!
The hit series Succession’s S4E3 has a plot twist with an interesting lesson to be had for real life IRA investors. So how would it work if this happened to your family? In this video, Adam Bergman, Esq. talks about unexpected inheritance of an IRA.
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About IRA Financial:

IRA Financial 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.

IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IRA Financial’s in-house legal counsel. IRA Financial provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IRA Financial is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services….(read more)

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Adam Talks is a series of online talks and workshops that explores the world of investing and finance. Recently, the talk focused on what IRA investors can learn from Logan Roy, a character in the popular TV series, Succession.

Logan Roy is the owner of a media conglomerate and his character embodies the cut-throat nature of the world of business. However, there are some key lessons that IRA investors can take away from his character.

The first lesson is to always stay ahead of the game. In the world of business, things can change very quickly and investors need to be aware of any changes that could impact their investments. Similarly, IRA investors need to stay on top of their investments and be aware of any changes in the market that could affect their retirement savings.

Another lesson that IRA investors can learn from Logan Roy is to be decisive. Logan is known for making tough decisions quickly and without hesitation. IRA investors need to be able to make decisions quickly when it comes to their investments. This could mean choosing between different types of IRA accounts, or deciding which investments to make within their IRA.

Finally, IRA investors can learn from Logan Roy’s ability to delegate tasks. Logan is known for having a strong team of advisors and assistants who help him manage his business empire. Similarly, IRA investors should consider working with a financial advisor who can help them make informed decisions about their investments.

In conclusion, although Logan Roy is a fictional character, IRA investors can learn a lot from his approach to business. By staying on top of their investments, making decisions quickly and delegating tasks, IRA investors can build a strong retirement portfolio that will help them achieve their financial goals.