3 Ways to Guarantee Wealth at Retirement

3 Ways to Guarantee Wealth at Retirement

3 Easy things YOU can do to guarantee wealth at retirement? Join Adam Bergman as he goes through what you really need to do to have the wealth you want when you need it most. — Learn more about the…

Ask Adam - Solo 401(k) Form 5500-EZ

Ask Adam – Solo 401(k) Form 5500-EZ

Adam Bergman, Esq., founder of IRA Financial, will explain IRS Form 5500-EZ and how to fill it out. Download a copy of the presentation: https://www.irafinancialgroup.com/wp-content/uploads/2021/07/IRS-Form-5500-EZ.pptx If you are self-employed and have a Solo 401(k), Form 5500-EZ must be filed with…

AdMail - Episode 49

AdMail – Episode 49

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about distributing from an Inherited IRA, investing in a Reg D offering and buying cryptos in NY. — *Question 1 from Kenny H in Lafayette, IN: I received an…

The Best Legal Tax Shelter

The Best Legal Tax Shelter

What’s the best legal tax shelter? All your income and gains can be tax free, with a Roth IRA. Come learn more from Adam Bergman, tax attorney and founder of IRA Financial. — Learn more about the Solo 401(k) plan…

Adam Talks - 300th Episode!  Roth IRA Feel Good Story

Adam Talks – 300th Episode! Roth IRA Feel Good Story

In this, the 300th episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses a feel good story about how a client turned tragedy into something special by using a Roth IRA. Learn more about the Roth IRA: https://www.irafinancialgroup.com/learn-more/self-directed-ira/the-self-directed-roth-ira-llc-how-it-works/ –…

AdBits - Mega Backdoor Roth 401(k) Myths

AdBits – Mega Backdoor Roth 401(k) Myths

IRA Financial’s Adam Bergman Esq. discusses the Mega Backdoor Roth 401(k)structure and debunks myths about the strategy. Learn more about the Mega Backdoor Roth 401(k): https://www.irafinancialgroup.com/learn-more/solo-401k/mega-backdoor-roth-solo-401k/ — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to our channel: https://www.youtube.com/user/IRAFinancialGroup?sub_confirmation=1 –…

Tips for Buying a Franchise with an IRA or 401(k)

Tips for Buying a Franchise with an IRA or 401(k)

How can you buy a franchise? If you are over 59 and 1/2 you may be able to fund it directly from your retirement fund, or you may use the loan feature from your 401(k). Learn from Adam Bergman and…

Why Use an LLC for making Self-Directed IRA Investments?

Why Use an LLC for making Self-Directed IRA Investments?

Join Adam Bergman as he presents a few of the best reasons for using an LLC to make SDIRA Investments. And, did you know you can also invest in almost anything? Learn more here! — Learn more about investments you…

AdMail - Episode 48

AdMail – Episode 48

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about using a Solo 401(k) with an Airbnb property, Peter Thiel’s Roth strategy and non-spousal IRA beneficiary rules. — *Question 1 from YouTube: Hi, great video! I have a…

Adam Talks - Capping The Roth IRA

Adam Talks – Capping The Roth IRA

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses a proposal to cap Roth IRA balances at $5 million, on the heals of the news of Peter Thiel’s $5 billion Roth IRA. Learn more about the Roth…