In this episode of Adam Talks, Adam Bergman, Esq. will discuss tips to help you save on your taxes including harvesting losses, Roth conversions, maximizing your 401(k) contributions, and tax-free gifts to children.
You can correctly achieve retirement portfolio diversity by investing from a wide range of asset classes that do not correlate/move in the same direction.
In this episode of Adam Talks, Adam Bergman, Esq. will discuss the Corporate Transparency Act, which will go into effect next year, what you need to do, and who must comply.
Generally, the new Corporate Transparency Act (CTA) will not affect your Solo 401(k), unless you utilize the Checkbook LLC structure, in which case, a BOI must be reported.