Post-April 18th Tax Planning Tips


Tax Day has now come and gone. However, that doesn’t mean you should stop thinking about tax planning. This day will come again in less than a year!

In this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, will share the best tax saving tips you can take advantage of for the rest of this year and into 2023. Every little bit you can do now will greatly help out when it comes time to file your 2022 taxes.

Join us LIVE on Wednesday, April 20th!

About IRA Financial:

IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions.

IRA Financial Group is a retirement account facilitator, document filing, and do-it yourself document service, not a law firm. IRA Financial Group does not provide legal services. No attorney-client relationship exists between Client and IRA Financial Group, its management, salespersons or IFG’s in-house legal counsel. IRA Financial Group provides IRA retirement facilitation service and CANNOT provide Client with legal, investment, or financial advice. Prior to making any investment decisions, please consult with the appropriate legal, tax, and investment professionals for advice.

IFG is not engaged in rendering legal, accounting or other professional services. If legal advice or other professional assistance is required, the services of a competent professional person should be sought. (From a Declaration of Principles jointly adopted by a Committee of the American Bar Association & a Committee of Publishers and Associations.). The scope of Professional Services does not include the costs of any custodian related services.

Learn More: https://www.irafinancialgroup.com/about-us/

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Behavioral Finance – Part 1

Behavioral finance examines the psychological aspects about how we make decisions about money. This is part one where we will examine two theories of behavioral finance and how it effects our financial decisions. Hopefully, you’ll have a better understanding of which and how these theories apply to you. The first is “loss aversion.”

Behavioral Finance – Part 2

Behavioral finance examines the psychological aspects about how we make decisions about money. This is part two where we will examine two more theories of behavioral finance and how it effects our financial decisions.

Searching For Green Business Ideas? Discover Green Business Opportunities Ripe For Picking

The kind of green business opportunity revealed here is just what we’re all looking for! Discover how you too can turn information into cash using the power of the digital download in this earth friendly investment opportunity…

How to Choose a Financial Advisor: Asking the Tough Questions

There are transitional times in everyone’s life that affect their financial situation. Getting married, having children, facing divorce, loss of a loved one, or moving into retirement age are key components in life that have the potential to affect  financial situations. These are times when you may want to take advantage of a financial advisor to help make practical and prudent decisions.

Is It Time to Look for a New Financial Advisor?

If you are currently working with a financial advisor, you’ll want to read the following scenario. Although we would all like to think that our investments are securing our financial future, that’s not always the case. The story goes that an individual or a company hires an advisor to invest certain funds, with the idea that this money will grow over a certain time period.

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