New to America? This is What You Need to Know About the US Retirement System

New to America? This is What You Need to Know About the US Retirement System

If you are new to America, or just don’t know much about the retirement system here, you need to understand just how good it is, and why it’s, generally, a bipartisan effort. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber…

AdMail - Episode 99

AdMail – Episode 99

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about FDIC insurance, whether or not a 401(k) is a disregarded entity, and who serves as a Solo 401(k) plan custodian. — 0:00 Intro 1:01 *Question 1: Is my…

Self-Directed IRA FAQs for You and Your CPA or Financial Advisor

Self-Directed IRA FAQs for You and Your CPA or Financial Advisor

In this video, John Bowens, Equity Trust’s National Education Specialist, walks through the common questions we receive as a self-directed IRA custodian to help you as the investor, your CPA, or other financial professional understand the process. Start a conversation…

Adam Talks - $80 Billion to IRS - Impact on Self-Directed IRAs

Adam Talks – $80 Billion to IRS – Impact on Self-Directed IRAs

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses one of the provisions in the Inflation Reduction Act, $80 billion going to the IRS, and how it may impact Self-Directed IRA investors. — Discover more videos by…

How to Buy I Bonds with an IRA & 401(k)

How to Buy I Bonds with an IRA & 401(k)

I Bonds have quickly become a powerful way for millions of Americans to generate strong guaranteed returns in a volatile investment marketplace. Electronic I Bonds can generally be purchased by individuals and entities, but the looming questions persists, can I…

AdBits - Invest in an S Corp with an IRA

AdBits – Invest in an S Corp with an IRA

IRA Financial’s Adam Bergman Esq. discusses how you can get IRA funds into an S Corporation despite not being able to directly invest in one. — Read more about the S Corp: https://www.irafinancialgroup.com/learn-more/investments/invest-in-an-s-corp-ira/ — Discover more videos by IRA Financial:…

Laid off?  What to do with Your 401(k)

Laid off? What to do with Your 401(k)

If you’ve recently gotten laid off, or left your job for another reason, what should you do with your old 401(k) funds? Cash out, move to a new employer plan, roll them over to an IRA? Adam Bergman explains your…

Using a Self Directed to buy real state. Is this possible?

Using a Self Directed to buy real state. Is this possible?

Of course, you can invest in real estate with a Self-Directed IRA. In fact, it remains the number one alternative asset for IRA investors. Adam Bergman explains how it works. — Learn more about real estate investing: https://www.irafinancialgroup.com/learn-more/self-directed-ira/real-estate-investing/ — Discover…

AdMail - Episode 98

AdMail – Episode 98

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about creditor protection with a Self-Directed IRA LLC, investing in a daughter’s business, and reopening a terminated Solo 401(k) plan. — 0:00 Intro 1:24 *Question 1: If I set…

Adam Talks - Use your IRA or 401(k) as your Bank

Adam Talks – Use your IRA or 401(k) as your Bank

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the most tax-efficient ways to use retirement funds to deal with rising costs due to inflation. — Learn about the Self-Directed IRA LLC: https://www.irafinancialgroup.com/learn-more/self-directed-ira/the-self-directed-ira-llc-checkbook-control/ — Discover more videos…