AdMail - Episode 43

AdMail – Episode 43

In this week’s episode, IRA Financial’s Adam Bergman answers questions about the mega backdoor Roth 401(k), the Gemini Self-Directed IRA, and UBTI tax on a real estate — *Question 1 from YouTube: I read about the Mega Backdoor…

Turn $5 a day into a Million Guaranteed

Turn $5 a day into a Million Guaranteed

How can you take $5 a day and become a millionaire? Join Adam Bergman for a quick take on how the power of deferral works for our retirement — Learn more about the Solo 401(k) plan and how it…

Never too late to be a tax free millionaire

Never too late to be a tax free millionaire

It’s never too late to be a tax-free millionaire! Get your savings in order, make consistent payments, and watch our latest video to learn — Learn more about the Solo 401(k) plan and how it can help you:

AdMail - Episode 42

AdMail – Episode 42

In this week’s episode, IRA Financial’s Adam Bergman answers questions about converting to a Roth IRA, annual IRA statements, and using an RMD to pay for a Roth IRA — *Question 1 from YouTube: My husband and I…

Turning 50 - How to be a 401(k) Millionaire?

Turning 50 – How to be a 401(k) Millionaire?

Worried you’re running out, or have already run out, of time to save for your retirement? Let Adam Bergman and IRA Financial help you with your 401(k) and Solo 401(k) — Learn more about the Solo 401(k) plan and…

AdBits  - 401(k) Beneficiary Rules

AdBits – 401(k) Beneficiary Rules

IRA Financial’s Adam Bergman discusses the beneficiary rules when you pass and have a Solo 401(k), whether you leave it to a spouse or — Discover more videos by IRA Financial: Subscribe to our channel: –…

AdMail - Episode 41

AdMail – Episode 41

In this week’s episode, IRA Financial’s Adam Bergman answers questions about an entity serving as an IRA manager, setting up a SIMPLE IRA and 401(k) in the same year and paying taxes when utilizing the Gemini Earn –…

Adam Talks  - Retirement Legislation

Adam Talks – Retirement Legislation

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses new legislation introduced for retirement accounts, specifically an update to SECURE Act 2.0. About IRA Financial: IRA Financial…

A Tax Increase May Be Coming: How Your Retirement Account Can Help

A Tax Increase May Be Coming: How Your Retirement Account Can Help

In this segment, John Bowens discusses the proposed changes that may be made to long-term capital gains tax rates under President Biden’s American Families Plan. John explains how this can…

Processing Real Estate Transactions with a Self-Directed Account

Processing Real Estate Transactions with a Self-Directed Account

In this segment, John Bowens walks through how to execute a real estate transaction with a self-directed IRA, self-directed Roth IRA, self-directed 401(k) or other small business plans, HSA or…