IRA Financial Group Podcast Episode 141: McKinsey & Co Retirement Fund Investments Could Violate IRS Prohibited Transaction Rules

June 21st, 2018

IRA Financial Group’s Adam Bergman discusses an interesting development regarding potential issues with companies using retirement funds to invest in potentially prohibited transactions, based on an issue with investments made by consulting firm McKinsey & Co. Click Here to Listen  

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What You Should Know About The New 20% Pass-Through Tax Deduction

June 20th, 2018

Here’s Adam Bergman’s latest article from Forbes.com that talks about the new pass-through tax deduction and how small business owners can take advantages of it – One of the most controversial and complex aspects of the 2017 Tax Cuts and Jobs Act is the application of the 20% pass-through tax deduction, which was codified as […]

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This is How Millennials Should Buy Bitcoin

June 19th, 2018

The cryptocurrency exchange Coinbase has become a popular exchange for millennials looking to invest in bitcoin n doter cryptocurrencies. Coinbase has approximately 20 million users valued at approximately $20 billion dollars, which is far less than the 7.6 trillion of assets Fidelity manages based off the same account of accounts. In other words, many of […]

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Potential Impact On Millennials Of Social Security Reserves Running Dry By 2034

June 19th, 2018

The 2018 Social Security and Medicare Boards of Trustees announced that the Social Security program’s cost will exceed its income this year for the first time since 1982, forcing the program to dip into its nearly $3 trillion trust fund to cover benefits. Congress established trust funds managed by the Secretary of the Treasury to […]

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Higher Interest Rate Environment Expected to Have Positive Impact on Self-Directed IRA Real Estate Investors with Cash

June 18th, 2018

Higher mortgage interest rates could help IRA cash buyers take advantage of real estate investment opportunities IRA Financial Group, the leading provider of self-directed IRA and Solo 401(k) plan retirement solutions expects a higher interest rate environment to have a positive impact on self-directed IRA real estate investors. IRA Financial expects to see a surge […]

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IRA Financial Group Podcast Episode 140: This Is What You Need To Know About The New 20% Pass-through Deduction

June 15th, 2018

IRA Financial Group’s Adam Bergman discusses the new 20% pass-through deduction that is part of the new tax law that was passed in December of 2017 and how an owner of a pass-through business can possibly deduct 20% of qualified business income. Click Here to Listen  

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What Does the IRS Say About the Solo 401(k) Plan?

June 14th, 2018

The Employee Retirement Income Security Act of 1974 ( ERISA) ( Pub.L. 93-406, 88  Stat. 829, enacted September 2, 1974) is an American federal statute that establishes minimum standards for pension plans in private industry and provides for extensive rules on the federal income tax effects of transactions associated with employee benefit plans. ERISA contained sweeping changes […]

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How Blockchain Technology Can Save The IRS

June 13th, 2018

Here’s another Forbes article from Adam Bergman about how blockchains can help save the IRS – According to a previously undisclosed Internal Revenue Service (“IRS”) document, the IRS plans to spend $291 million updating 140 computer systems to help it implement the new tax law. Those information-technology costs and other back-office operations will consume more […]

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