Shocking New IRA Rules


In this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, discusses the Securing a Strong Retirement Act, which was just passed by the House. Also known as “SECURE Act 2.0,” the Act contains some significant IRA and 401(k) changes, including new RMD age, expand and ‘Roth-ify’ Catch-Up Contributions, higher IRA catch-up contributions for those from age 62-65, and much more.

Join Adam as he discusses this new legislation and how it could affect your retirement planning if it makes it through the Senate.

Read more about the Act: https://www.congress.gov/bill/117th-congress/house-bill/2954/text

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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