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AdBits | 2024 New Self-Directed SEP IRA Rules

In today's episode, Adam Bergman, Esq., discusses the updated rules for the SEP IRA for 2024, and why he still prefers the Solo 401(k) for those that are eligible. New episodes of AdBits every Tuesday! Find us on SoundCloud:   / rvyzjplglhdq832ga   Find us on Apple Podcasts: https://podcasts.apple.com/us/podcast... Follow us on Spotify: https://open.spotify.com/show/5GiKFWp... -- Ready to get started? https://bit.ly/3JN2BK5 Still have questions? Our experts are here to help answer all of your questions! Set up a call with our reps today! https://calendly.com/ira_financial_cl... Check out our books: https://a.co/d/ihmAPu9 Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinan... Subscribe to our channel: https://www.youtube.com/user/IRAFinan... -- 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. Learn More: https://www.irafinancialgroup.com/abo...