How Much Money Can I Put in a Self-Directed IRA?

How Much Money Can I Put in a Self-Directed IRA?

Adam Bergman explains how much you can contribute annually to a Self-Directed IRA and whether or not those contributions are tax deductible. — Learn more about the Self-Directed IRA: https://www.irafinancialgroup.com/self-directed-ira-product/ — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to…

AdMail - Who can Become an IRA Trustee?

AdMail – Who can Become an IRA Trustee?

In this question, taken from AdMail, IRA Financial’s Adam Bergman explains what an IRA trustee is and who can become one. — 0:00 – Intro 0:46 – Who can Become an IRA Trustee? — Have a question for Adam? Send…

Ultimate Roth IRA Conversion Strategy for 2022

Ultimate Roth IRA Conversion Strategy for 2022

On this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, will discuss the ultimate Roth IRA conversion strategy for 2022. Inflation is running wild, interest rates are up, and almost all asset classes are down for the…

Adam Talks - New Senate Retirement Bill

Adam Talks – New Senate Retirement Bill

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses new retirement bill that was just released by the Senate, the provisions inside it, and when we can expect a final bill. — Read more about SECURE Act…

AdBits - 401(k) Loan vs Taxable Distribution

AdBits – 401(k) Loan vs Taxable Distribution

IRA Financial’s Adam Bergman Esq. discusses the difference between a loan versus a taxable distribution from your 401(k) plan, and potential tax implications of each. — 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 — About…

Using a Solo 401(k) to Fight Inflation

Using a Solo 401(k) to Fight Inflation

If you are self-employed and utilize the Solo 401(k) retirement plan, Adam Bergman offers some options to use the plan funds if you are suffering from the effects of inflation. — Learn more about the Solo 401(k): https://www.irafinancialgroup.com/solo-401k-product/ — Discover…

Adam Talks - 401(k) Controlled Group Rules Explained

Adam Talks – 401(k) Controlled Group Rules Explained

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the controlled group rules for 401(k) retirement plans, and why you cannot exclude employees from utilizing the plan. — Read more about the 401(k) Controlled Group Rules: https://www.irafinancialgroup.com/learn-more/solo-401k/solo-401k-plan-controlled-group-rules/…

Self-Directed IRA Rules

Self-Directed IRA Rules

If you use a Self-Directed IRA to invest and save for retirement, you must be aware of the important IRS rules, including the prohibited transaction rules and the UBTI tax — Learn more about the Self-Directed IRA: https://www.irafinancialgroup.com/self-directed-ira-product/ — Discover…

AdMail - Can I Set Up a Solo 401(k) with just Rental Real Estate Income?

AdMail – Can I Set Up a Solo 401(k) with just Rental Real Estate Income?

In this question, taken from AdMail, IRA Financial’s Adam Bergman discusses whether or not you can start a Solo 401(k) plan if you only have rental real estate income. — 0:00 – Intro 0:42 – Can I Set-Up a Solo…

Passive Real Estate Investing and Your IRA (2)

Passive Real Estate Investing and Your IRA (2)

On this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, will discuss passive real estate investing with a Self-Directed IRA. He will explain what passive investing is, the IRS rules surrounding real estate investments in an IRA,…