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.
A SIMPLE IRA plan is similar to a Solo 401k Plan in that it is funded by employee deferrals and additional employer contributions. However, unlike
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.
When you perform a rollover of 401(k) funds, there are scenarios that will have tax consequences – learn how to do it and when it’s taxable.
The UBTI Tax Rate prevents tax-exempt entities from competing unfairly with taxable entities. Learn more about the UBTI tax and how it may affect you.
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.
In times of financial uncertainty, gold is an attractive option; learn how to use tax-advantaged accounts to invest.
In this episode of Adam Talks, Adam Bergman, Esq. will review the new 2024 income tax rates, comparing them to this year’s brackets, and some tax planning ideas for the new year.
The Roth IRA is arguably the best legal tax shelter available to taxpayers, however not everyone can directly contribute to a Roth IRA. We’ll explain.
