Podcast Ira Financial Group Blog

IRA Financial Group’s Adam Bergman discusses what retirement related provisions are expected to be part of the new proposed tax plan.

IRA Financial Group’s Adam Bergman discusses the passing of the new tax bill by The House and what it means for investors.

IRA Financial Group’s Adam Bergman discusses an update to the new proposed tax plan and the key differences between the bills in The House and The Senate.

IRA Financial Group’s Adam Bergman discusses the proposed tax plan and the potential impact on real estate investors.

IRA Financial Group’s Adam Bergman discusses the potential impact of the proposed tax cuts on the Rollover Business Start-Up (ROBS) solution.

IRA Financial Group’s Adam Bergman discusses the proposed tax plan from President Trump and the potential impact on 401(k) Plan retirement accounts and why the government thinks it needs to lower 401(k) Plan contribution limits.

IRA Financial Group’s Adam Bergman discusses the new tax plan announced by President Trump and the implications it has for retirement account holders.

IRA Financial Group’s Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.

IRA Financial Group’s Adam Bergman discusses how to use a Solo 401k Plan to buy Bitcoins and Cryptocurrency, as interest in virtual currency continues to increase.

IRA Financial Group’s Adam Bergman discusses how to use your Self-Directed IRA to buy Bitcoins and other Cryptocurrencies, which has become a popular topic for Self-Directed retirement investors.

IRA Financial Group’s Adam Bergman discusses the emergence of Bitcoin and other Cryptocurrencies as investment options for Self-Directed retirement investors and the tax implications of such investments.

IRA Financial Group’s Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.

IRA Financial Group’s Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.

IRA Financial Group’s Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.

IRA Financial Group’s Adam Bergman discusses strategies for circumventing or delaying RMDs with a Roth 401k Plan.

IRA Financial Group’s Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.

IRA Financial Group’s Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.

IRA Financial Group’s Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect’s position on lowering taxes.

IRA Financial Group’s Adam Bergman discusses the different ways to structure a Self-Directed IRA investment, concentrating on debt vs. equity in an investment.

IRA Financial Group’s Adam Bergman discusses who is considered a disqualified person in a Self-Directed IRA or Solo 401(k) transaction and the types of transactions that are considered prohibited transactions.