On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions. Learn if you can add your Roth IRA to a selfdirected IRA LLC, how to move a selfdirected IRA to a checkbook control LLC, and how to find the value of your solo 401(k) private investments.

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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 selfdirected retirement plan solutions.

IRA Financial is a retirement account facilitator, document filing, and doit yourself document service, not a law firm. IRA Financial does not provide legal services. No attorneyclient relationship exists between the Client and IRA Financial Group, its management, salespersons, or IRA Financial’s inhouse 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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