AdBits | IRA Financial vs. Schwab

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  • Опубліковано 1 лип 2024
  • What sets IRA Financial apart from Schwab, Fidelity, and Vanguard?
    In this episode of AdBits, Adam explains the distinct roles of different IRA custodians and why IRA Financial focuses on alternative asset investments. Unlike Schwab and others, IRA Financial doesn't sell stocks or give investment advice but specializes in self-directed IRAs, allowing for a wider range of investment options like real estate, cryptos, and private placements.
    Learn how IRA Financial complements traditional financial institutions by offering diversification and control over your retirement savings.
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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: www.irafinancialgroup.com/abo...

КОМЕНТАРІ • 2

  • @glennallan8630
    @glennallan8630 Місяць тому

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

    • @IRAFinancial
      @IRAFinancial  День тому

      Multiple LLCs could if they are listed correctly as adopting employers on the Solo 401(k) - their EIN would need to sponsor the Solo K. Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 to discuss this further.