Adam Talks - Summer Job, Kids & Taxes

Adam Talks – Summer Job, Kids & Taxes

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses kids getting summer jobs, how they are taxed, and, of course, why they should start putting aside money for retirement. — Listen to a recent podcast about the…

AdBits - Traditional vs. Alternative Assets

AdBits – Traditional vs. Alternative Assets

IRA Financial’s Adam Bergman Esq. discusses the difference between traditional and alternative investments and why you should consider the latter to help diversify your retirement portfolio. Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinan… Subscribe to our channel: https://www.youtube.com/user/IRAFinan… — About…

How To Buy Your Dream Vacation Home with an IRA

How To Buy Your Dream Vacation Home with an IRA

Did you know you can buy your dream home using your IRA? The only caveat is that you cannot personally utilize the property until you distribute it from your plan. Learn how it works, and how to take possession of…

AdMail - If I Do a Solo 401(k) Conversion and Have a Pretax IRA, is there a Pro Rata Rule?

AdMail – If I Do a Solo 401(k) Conversion and Have a Pretax IRA, is there a Pro Rata Rule?

In this question, taken from AdMail, IRA Financial’s Adam Bergman discusses the pro rata rule when performing a Solo 401(k) conversion to a Roth IRA. — 0:00 – Intro 0:42 – If I Do a Solo 401(k) Conversion and Have…

Best Way to Tap into Savings to Fight Inflation

Best Way to Tap into Savings to Fight Inflation

You don’t want to miss this. Adam Bergman, Esq will discuss the smartest and most tax efficient way to tap into your personal and retirement funds, including your IRA, Roth IRA, and 401(k) funds to help fight inflation and deal…

Adam Talks - Peter Thiel Your Roth IRA

Adam Talks – Peter Thiel Your Roth IRA

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses how to “Peter Thiel” your Roth IRA, explain exactly what that means, and the benefits of doing so. — Learn more about Peter Thiel: https://www.irafinancialgroup.com/learn-more/self-directed-ira/peter-thiel-and-the-5-billion-roth-ira/ — Discover more…

AdBits - Precious Metals in a Self-Directed IRA

AdBits – Precious Metals in a Self-Directed IRA

IRA Financial’s Adam Bergman Esq. discusses how to use your Self-Directed IRA to invest in IRS-approved precious metals, and why they are a popular investment option for retirement savers. Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinan… Subscribe to our channel:…

Is a Solo 401(k) Tax Deductible?

Is a Solo 401(k) Tax Deductible?

Pretax contributions made to a Solo 401(k) are tax deductible. While the employee deferral can be made in pretax or Roth, the profit sharing (employer) contribution must be made in pretax money. — Learn more about the Solo 401(k): https://www.irafinancialgroup.com/solo-401k-product/…

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…