Episode 464: BOI: What You Need to Know to Avoid Costly Mistakes
Discover what you need to know about Beneficial O…
November 25, 20245m 46s
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Show Notes
Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected!
Topics
RetirementInvesting401kIRASelfDirectedIRASolo401kRothIRA