AdBits | IRS Form W-9 & The Self-Directed IRA

In this episode of AdBits, Adam Bergman guides you through completing IRS Form W-9 for your Self-Directed IRA. Learn step-by-step instructions for regular Self-Directed IRAs, Single Member LLCs, and partnerships. Adam explains the importance of this form in proving your IRA's tax-exempt status and avoiding backup withholding.

Whether you're investing through an IRA, LLC, or partnership, this video will help you navigate the process seamlessly. Don't miss the next episode for Solo 401(k) guidance!

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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...