Podcast Ira Financial Group Blog

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a recent court case, TBS Props. v. United States, alter ego, and how the Court's decision could affect how protection of your assets could be affected.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new retirement bill that was just released by the Senate, the provisions inside it, and when we can expect a final bill.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the controlled group rules for 401(k) retirement plans, and why you cannot exclude employees from utilizing the plan.

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.

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.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the latest audit trends concerning IRAs found on the recently released Government Accountability Office (GAO) report.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses digital real estate, what it is and if you can invest in it with your Self-Directed IRA retirement funds.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Unrelated Business Taxable Income tax rules and how you can avoid them with your Self-Directed IRA or Solo 401(k) plan.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the current bear market, and how a Roth conversion may be a good option since many assets are depressed this year.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can use your retirement funds to help alleviate the cash flow squeeze you may be suffering from due to inflation.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's proposed billionaire tax, that may affect more than just billionaires because of the way the tax is imposed.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the IRS rules, specifically FBAR, when you own foreign assets in your IRA.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the best way to maximize social security, and why it's best to wait to claim it if you can.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the rising cost of living due to inflation, and how your 401(k) can help absorb some of these costs.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible new required minimum distribution (RMD) rules that may complicate retirement strategies.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the advantages of starting a Roth IRA for your kids and how to do it.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. is joined by certified blockchain architect, and founder of Token Foundry, Ken Gendrich, to explain the cutting edge technology behind cryptocurrency and other popular projects.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains why you should ask about your retirement funds when you leave a job.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some positive retirement law changes that could be coming this year via the "SECURE 2.0" Act.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. covers two unique topics. First he compares the SEP IRA and Solo 401(k), and which one is better for your business. Also, the IRS now wants to know if you use a mobile app, such as Venmo or Zelle, to collect more than $600 for commercial use during the year.