AdBits | Using a Loan with a Self-Directed IRA

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  • Опубликовано: 26 дек 2022
  • IRA Financial's Adam Bergman Esq. discusses the best way to borrow money if you need extra funds for a Self-Directed IRA investment.
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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 the 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.
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    #selfdirectedira #retirement #loan #sdira #nonrecourseloan #ubti #ubit #leverage #realestate #realestateinvesting #realestateira #ira #irafinancial #adambergman #investing #taxes

Комментарии • 7

  • @j10001
    @j10001 10 месяцев назад

    Phenomenal video! Thank you

  • @sandersonmittnacht4190
    @sandersonmittnacht4190 Год назад +1

    Did you create a video about lending money out of a self-directed IRA? I'd love to see one

  • @laurynrose1111
    @laurynrose1111 8 месяцев назад

    R u saying that we can borrow money from a 401k
    For real estate

  • @laurynrose1111
    @laurynrose1111 8 месяцев назад

    If I set up a corporation I can borrow from an IRA?
    Or 491 k

    • @IRAFinancial
      @IRAFinancial  8 месяцев назад +1

      Hi,
      It would need to be a Solo 401(k) to borrow, take a loan from the account. You can read more about it here: www.irafinancialgroup.com/learn-more/solo-401k/solo-401k-loan/
      Thanks!

    • @laurynrose1111
      @laurynrose1111 8 месяцев назад

      @@IRAFinancial thank u so much so glad I found ur channel