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Retirement Planning

Ask Adam – Self-Directed Retirement Questions [Video]

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Ask Adam – Self-Directed Retirement Questions

Got a tough Self-Directed IRA question? I want to hear from you!!

Nothing gets me more pumped than getting a really interesting Self-Directed IRA or Solo 401(k) question. As a tax attorney with a masters in tax law and the founder of IRA Financial – I love spending time researching challenging SDIRA questions.

Self-Directed retirement plans are my passion – I don’t have hobbies – I don’t play golf or tennis or collect anything!

One of the reasons I decided to do this YouTube Live is I heard from a new client that told me that he spoke to a few other SDIRA companies and they would not help him because they said, “his questions are too tough!” Can you believe that? I had to laugh – but this is a big problem I want to solve!

I spend all my time thinking about how I can get more people to save for retirement and embrace the power of alternative assets and self-directed retirement plans.

So here is my challenge to you – Whether you are one of my 18,000+ clients or not – if you have a Self-Directed IRA or 401(k) question, send them my way!! Whether it is simple or complex, IRA, Roth IRA, conversions, RMD, prohibited transactions, UBTI, Solo 401(k), contributions, distributions… I got you covered!

If you have a self-directed retirement question, post them here in the comments, or, if you can’t make the live Q&A, you can email them to info@irafinancial.com.

I embrace challenges and looking forward to getting some great questions and helping more people learn about the power of self-directed retirement accounts.

I promise to answer any question you send me – no charge – no strings attached – whether you become a client or not.

It would be my absolute honor to help anyone out there who has a self-directed retirement question and needs help. Don’t forget to set a reminder to get notified when we go live!

Looking forward to staying busy answering your self-directed retirement questions!

Categories
Retirement Planning

A Little-Known Back Door Trick for Boosting Your Roth Contributions [Video]

An additional after-tax contribution to your 401(k)now allowed in the plans of many large employers can grow tax free if its moved to a Roth account.

Categories
Retirement Planning

L3: Annuity | Future Value | Nov'21 | CA Foundation Maths | Nishant Kumar [Video]

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Retirement Planning

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Retirement Planning

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