Boost Your Portfolio: Self-Directed IRAs for Investment Funds EXPLAINED

In this video, Adam Bergman breaks down how to use a Self-Directed IRA to invest in various types of investment funds. Learn about different fund types and discover key factors like prohibited transaction rules, accredited investor requirements, and the impact of UBIT (Unrelated Business Income Tax). Adam also shares advanced strategies to optimize your investments and minimize tax liabilities. Whether you’re new to investing or experienced, this video provides essential insights for making informed decisions with your 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. He created IRA Financial to educate retirement account holders about the benefits of self-directed retirement plan solutions, allowing investments in alternative assets like real estate.

Please note: IRA Financial is a retirement account facilitator and custodian. We are not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions.

Learn more: https://www.irafinancialgroup.com/abo...