Is There a Difference Between an Individual 401(k) and a Solo 401(k)?

Is There a Difference Between an Individual 401(k) and a Solo 401(k)?

You may have heard lots of different terms regarding the 401(k) plan for the self-employed, including Individual 401(k) and Solo 401(k), but is there any difference between these plans? Adam Bergman explains. — Learn more about the Solo 401(k): https://www.irafinancialgroup.com/solo-401k-product/…

AdMail - Can I Take an RMD and Make a Roth IRA Contribution?

AdMail – Can I Take an RMD and Make a Roth IRA Contribution?

In this question, taken from AdMail, IRA Financial’s Adam Bergman discusses whether or not your can take your required minimum distributions (RMD) and then make a Roth IRA contribution. — 0:00 – Intro 0:42 – Can I Take an RMD…

How to Fight Inflation with a Solo 401(k)

How to Fight Inflation with a Solo 401(k)

On this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, will discuss how to fight the rising costs due to inflation with a Solo 401(k) plan. One of the best features of the plan is the ability…

Adam Talks - IRS Audit Trends Straight from the IRS

Adam Talks – IRS Audit Trends Straight from the IRS

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the latest audit trends concerning IRAs found on the recently released Government Accountability Office (GAO) report. — Learn more about the Self-Directed IRA: https://www.irafinancialgroup.com/self-directed-ira-product/ — Discover more videos…

AdBits - Capital Gains Tax and Real Estate

AdBits – Capital Gains Tax and Real Estate

IRA Financial’s Adam Bergman Esq. discusses the capital gains tax regime and how it applies to real estate, including primary and non-primary residences. 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…

What are the Tax Consequences of rolling a 401(k) into an IRA?

What are the Tax Consequences of rolling a 401(k) into an IRA?

Learn the difference between a 401(k) rollover and IRA transfer, when you can perform a rollover, and the tax consequences of performing one. — Learn the different ways to get funds into your IRA: https://www.irafinancialgroup.com/learn-more/self-directed-ira/how-to-fund-a-self-directed-ira-llc-with-a-traditional-ira-rollover/ — Discover more videos by…

AdMail - Can a Self-Directed IRA LLC Purchase a Vehicle and Use it for Business Purposes?

AdMail – Can a Self-Directed IRA LLC Purchase a Vehicle and Use it for Business Purposes?

In this question, taken from AdMail, IRA Financial’s Adam Bergman explains whether or not you can purchase and use a vehicle with a Self-Directed IRA LLC. — 0:00 – Intro 0:40 – Can a Self-Directed IRA LLC Purchase a Vehicle…

Funding a Startup with a Self-Directed IRA

Funding a Startup with a Self-Directed IRA

On this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, will discuss how you can use your IRA funds to invest in a business startup. He will discuss the rules you need to be aware of, why…

Adam Talks - Digital Real Estate and Your IRA

Adam Talks – Digital Real Estate and Your IRA

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses digital real estate, what it is and if you can invest in it with your Self-Directed IRA retirement funds. — Learn more about the Self-Directed IRA: https://www.irafinancialgroup.com/self-directed-ira-product/ –…

Is a Solo 401(k) Worth It?

Is a Solo 401(k) Worth It?

If you are self-employed, there’s no question that the Solo 401(k) is the best retirement plan for you. Take advantage of the generous contribution limits, Roth and loan features, and have the ability to investment in almost anything you want,…