In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making SIMPLE IRA contributions for last year, taking a 72(t) distribution with a Solo 401(k), and opening a Self-Directed IRA as an expat living abroad.
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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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TIMESTAMPS
0:00 *Intro
1:30 *Question 1: Can I still make SIMPLE IRA contribution in 2023 for 2022?
2:54 *Question 2: If I have a Solo 401(k), can I take a 72(t) distribution?
5:24 *Question 3: I live in the UK but used to work in the USA under a Visa; I don’t have a US address any longer. Can I still open an Self-Directed IRA for a rollover?
8:04 *Outro
#retirement #selfdirectedira #solo401k #ira #401k #simpleira #72t #investing #taxes #adambergman #irafinancial #askadam #uk #expat #irsrules
