SVB, Bitcoin & Your IRA
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses Silicone Valley Bank (SVB) and the “mini banking crisis” and how that has impacted Bitcoin and your retirement account. — Learn more about the Bitcoin IRA: https://www.irafinancialgroup.com/learn-more/self-directed-ira/bitcoin-investing-with-a-self-directed-ira/ –…
AdBits – W-9 & Self-Directed IRA LLC Single Member
IRA Financial’s Adam Bergman Esq. discusses how to fill out IRS Form W-9 for your Self-Directed IRA if you have a single member LLC. Learn more about the W-9: https://www.irs.gov/businesses/small-businesses-self-employed/llc-filing-as-a-corporation-or-partnership — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to…
How to Start a Roth IRA for My Child
A Roth IRA can be a great investment option for kids, as it offers tax-free growth and withdrawals in retirement. Your money doubles every eight years, assuming an 8% rate of return. Combine this with starting your child’s Roth IRA…
How Does An IRA Non-Recourse Loan Work?
Unfortunately, a traditional loan cannot be used for an IRA due to Internal Revenue Code Section 4975 (c)(1)(B). However, a nonrecourse loan can be used in its place instead. So, what exactly is a nonrecourse loan? A nonrecourse loan is…
How to Save for Retirement when Self Employed
If you are self-employed, it’s in your hands to set up a retirement plan for yourself. You have many options to choose from including an IRA/Roth IRA, SEP or SIMPLE IRA, but the best best choice, if you qualify, is…
AdMail – Episode 130
In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about Roth profit sharing contributions in a Solo 401(k), tax-free Roth IRA conversions, and taxes on an IRA RMD distribution. — 0:00 *Intro 1:10 *Question 1: I have a…
I-Bonds & T-Bills in Your IRA or 401(k)
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses what I-Bonds and T-Bills are and how you can invest in them with your retirement account. — Learn about T-Bills: https://www.irafinancialgroup.com/learn-more/investments/buying-t-bills-with-a-retirement-plan/ Learn about I Bonds: https://www.irafinancialgroup.com/learn-more/investments/can-i-buy-i-bonds-with-a-self-directed-ira-or-solo-401k/ — Discover…
How Retirement Accounts Could Help You at Tax Time
In this episode of Getting Real with John Bowens we prepare as the tax deadline is approaching. Discover what considerations are important before the tax deadline this year, learn how much you can contribute for both Traditional and Roth IRAs,…
AdBits – W-9 & Self-Directed IRA LLC Multi Member
IRA Financial’s Adam Bergman Esq. discusses how to fill out IRS Form W-9 for your Self-Directed IRA if you have a multiple member LLC. Learn more about the W-9: https://www.irs.gov/businesses/small-businesses-self-employed/llc-filing-as-a-corporation-or-partnership — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to…
Biden Tax Proposal Impact on IRAs
On March 9, 2023, President Joe Biden introduced his proposed budget for fiscal year 2024. In addition to changes to corporate tax rates, like-kind exchanges, and carried interests, there are a number of IRA-related expenses There is a very small…