Archive for November, 2015

New Book on Rollover Business Start-Up Solution (ROBS) to be Published in December 2015

November 30th, 2015

Adam Bergman, partner with the IRA Financial Group, to author book on using retirement funds to buy a business Turning Retirement Funds into Start-Up Dreams – Financing and Retirement Funding Options for your Start-Up Business will be available on Amazon.com in early December 2015 and was written by Adam Bergman, Esq., a partner with the […]

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IRA Financial Group Podcast Episode 41: 401(k) Plan Audit Risks By the Numbers

November 25th, 2015

IRA Financial Group’s Adam Bergman discusses the audit risks when adopting a 401(k) plan. Click Here to Listen  

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IRA Financial Group Podcast Episode 40: Understanding the 401(k) After-Tax Contribution Conversion Rules

November 25th, 2015

IRA Financial Group’s Adam Bergman discusses how to understand the after-tax 401(k) contribution conversion rules. Click Here to Listen  

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IRA Financial Group Podcast Episode 39: MLP and Retirement Funds

November 25th, 2015

IRA Financial Group’s Adam Bergman discusses how using retirement funds to make MLP investments could have some unexpected tax consequences. Click Here to Listen  

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IRA Financial Group Podcast 38: IRA Financial Group Podcast Episode 38: Understanding The UBTI Rules In 5 Minutes Or Less

November 24th, 2015

IRA Financial Group’s Adam Bergman discusses how to understand Unrelated Business Taxable Income (UBTI). Click Here to Listen  

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Why You Should Self Direct Your Solo 401k

November 24th, 2015

A Solo 401K Plan also called a Self-Directed 401K offers a self employed business owner the ability to use their retirement funds to make almost any type of investment tax-free, including real estate, on their own without requiring custodian consent. Additionally, a Self-Directed 401K Plan will allow you to make high contributions to the Plan […]

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The Self Directed IRA Maximum Contribution Limits

November 23rd, 2015

The maximum contribution limit for a self-directed IRA for 2015 is $5,500 or $6,500 if you’re age 50 or older, or your taxable compensation for the year, if less. Contributions to a self-directed Roth IRA may be limited based on your filing status and income. Contributions made to a self-directed IRA LLC must be made […]

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Forbes.com Publishes Article on Making MLP Investments with Retirement Funds Written by Adam Bergman

November 19th, 2015

Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, contributes articles on using retirement funds to invest in Master Limited Partnerships. Adam Bergman, partner with the IRA Financial Group, has written an article published on Forbes.com that addresses the potential tax implications of using a Self-Directed IRA or 401(k) Plan to […]

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