Thanks Adam. As for mechanics- can you provide an example of a newborn or young child self-funding a Coverdell ESA with IRA Financial? Specifically if they want to use funds gifted to them when they do not have their own savings/debit account? For example, does the high-earner grandparent gift to the child in the form of a check written directly to the child? What's next? Does the child sign-over the check to Schwab/their Schwab account -- with the parent signing the back of the check? Or do you run it all through a UTMA? Or convert cash to a money order?

I was told I can’t be the manager and have checkbook control over my LLC in my IRA, that I gave to gave someone who is not disqualified.

Thank you 🎉

Great stuff

Did you ever do a video on when you own a rental property in a self directed and Srlf directed IRA LLC…and what are the tax consequences when you sell the real estate. ? We are your clients at IRA Financial. This property is a beach rental currently, and owned in a non Roth accounts

Exactly what we need.

What if I didn't want to wait till I was 59 and a half, how could I use my Roth to purchase real estate?

Love the pod casts!

I absolutely did not want to sit through an hour long lecture about finance, but I'm really glad I did. I had no idea how much I didn't know - but I feel like I understand the main points now; and then some. Thank you, Adam.

Any advice for 2 people starting a flipping house business together? Sounds like a LLC will work any other advice would be highly appreciated

My book 📖 just came in today looking forward to reading it !!

Thanks for the perfect update. I really appreciate the dedication in each video you post.The first step to successful investing is determining your goals and risk tolerance, Most people you see as wealth at a glance, a great career, purpose is the result of hard work and remains over time. There are no shortcuts to getting rich but there are smart ways to go about it. Now I can say that thanks to Ms. Kim Berthold I am improving my understanding of this whole world and making new big profits every week.

So then the benefits paid out in retirement are taxable as ordinary income?

For the transfer of the house from traditional to Roth IRA - can you convert just _part of the house_ (say, 50% ownership) from one to the other? The is would allow you to manage the tax hit over multiple years.

Not sure if you said it, but for the fix and flip guy, _you can’t do the fixing yourself._ You have to hire out the physical work. This is something Adam has covered in detail in several other videos! (And thanks - that’s where I learned it!

If I use a C corp blocker for US real estate, can the C corp blocker use recourse debt for the US real estate purchase?

Could you do a video where you diagram the separate employer and employee accounts that must be maintained within the Solo401k. Include the Roth account in diagram. Show how employer and employee deposits get made into the respective Tax deductible and Roth accounts. Case study 1: I have a 401k at an old employer with $500k and want to transfer that money into a Solo401k that I ve opened thru IRA Financial Group. I also have IRA monies of $100k that I want to transfer into the Solo401k. Once the monies are in my Solo 401k I want to convert 200k each year into a Roth. Is the Roth account the same Roth account that I make new Roth contributions to each year.? How do I purchase assets, in what account name, same or different Roth names? Case study 2: I have monies from an old 401k rolled over into , combined with other IRA monies. I open a Solo401k thru IRA Fin Group. Those IRA monies are invested in mutual funds ,stocks and bonds in a self directed IRA at (Schwab,Fidelity,etc.) Can I transfer some assets in kind to the Solo401k and then convert to cash later to buy RE or should I liquidate and convert to cash at old custodian to make transfer go quicker? I may want to own some of the same securities in the Solo401k .

Where would you suggest a Mult Member LLC vs a Single Member come into play when using a Solo K to purchase?

Can two participants borrow $50000 each of your account balance is over $200000

How do I get a property OUT of an IRA account?

We need a real Republican Party to counter the left social & fiscal lunacy. For now, the choices are democracy vs. fascism.

Been a client for almost 2 years. The RU-vid content is what brought me to IRA Financial Trust. Bought the digital book and went through in one sitting. Helpful as always. Had one quick clarification on using a US C-corp blocker for US real-estate investments. Can the US C-corp blocker use recourse debt, like an individual usually would to acquire more leverage, without the IRA investment in the C-corp triggering UBIT?

Staying abreast of the latest trends and strategies is crucial for traders to stay ahead and make well-informed decisions. Beginners in trading and investing must recognize that success in these fields demands technical analysis, emotional maturity, and self-discipline. Thanks to Monica Lisa Payne insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

Congratulations on the new book. Regarding the self-directed iRA, can you borrow from the account, for example can i take out a loan from a self-directed holding Bitcoin rather than having to self the bitcoin?

Congratulations on your book release Adam! All the best

Can't wait until you're book 📖 arrives so i can read it

You still have to do a boi report on checkbook IRA?

Good afternoon coach

Great info

Thank you for explaining this so well. Like i actually understood for once.

I started going down this rabbit hole and we definitely don't have enough people going over this

so you do not provide guidance , then are you a SDIRA custodian?

My daughter does baby sitting but she gets paid in cash. Then how do I establish that I am not paying that money in the ROTH Ira account?

Mucho exsito sr..

Thank you

I'd like to open a Roth Ira. For my seven year old grandson and let it sit there With minimal contributions throughout the year. That's a good idea.

Your explanation covered it.Broken down and easy to understand..can you go to congress and explain this to Boebert.

Great information about Cash Balance Plans!

I can't like this channel enough ❤

I've heard that you cannot manage your own airbnb (as in posting it and talking to guests)

What about managing the airbnb?

Hi which oil and gas companies?

Do you work with any brokerage firms that offer margin accounts (ie non-recourse margin loans with securities as sole collateral) for LLCs owned by a Solo 401K?

Man this guy likes to talk😂, maybe getting to the point instead of stretching the video out for monetization or whatever would be easier to listen to

What about arms length agreements between the Roth Ira llc and a personal llc. Everything is segregated. Is this something that you could help with?

Can multiple LLC ‘s contribute to the same solo401k if you do not go above maximum ?

Hey Adam

If you wish to buy gold, silver or any precious metals take delivery of whatever you buy YOURSELF ! No buying paper, IRA's or the like, at least YOU WILL HAVE POSSESION of it. There are alot of scams where you lose your money AND the metals. Safes are easy to install, plus there are other ways to secure your investments......but not via some unknown source!

just let IRA financial do the form. they are the most affordable custodian around. i looked quite a while. Thx Adam!

I'm leaving my employer that has been providing tuition reimbursement for a few years. Their policy is that if I quit then I have to pay therm back what they've paid me in the past 12 months. Would that be covered as well as future expenses?