Archive for the ‘Podcast’ Category

IRA Financial Group Podcast Episode 85: New Tax Plan and Retirement Funds – What is Expected to Pass?

November 17th, 2017

IRA Financial Group’s Adam Bergman discusses what retirement related provisions are expected to be part of the new proposed tax plan.   Click Here to Listen  

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IRA Financial Group Podcast Episode 84: New House Tax Plan Update – Big Business and Real Estate Investors Are The Big Winners

November 17th, 2017

IRA Financial Group’s Adam Bergman discusses the passing of the new tax bill by The House and what it means for investors.   Click Here to Listen  

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IRA Financial Group Podcast Episode 83: Tax Plan Update – House and Senate Tax Plan Proposals

November 13th, 2017

IRA Financial Group’s Adam Bergman discusses an update to the new proposed tax plan and the key differences between the bills in The House and The Senate.   Click Here to Listen  

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IRA Financial Group Podcast Episode 82: Impact of Trump Tax Plan on Real Estate Investors

November 7th, 2017

IRA Financial Group’s Adam Bergman discusses the proposed tax plan and the potential impact on real estate investors.   Click Here to Listen  

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IRA Financial Group Podcast Episode 81: Rollover Business Start-Up (ROBS) Big Winner in Trump Proposed Tax Plan

November 3rd, 2017

IRA Financial Group’s Adam Bergman discusses the potential impact of the proposed tax cuts on the Rollover Business Start-Up (ROBS) solution.   Click Here to Listen  

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IRA Financial Group Podcast Episode 80: The Trump Tax Plan and 401(k) Plan Retirement Accounts

October 25th, 2017

IRA Financial Group’s Adam Bergman discusses the proposed tax plan from President Trump and the potential impact on 401(k) Plan retirement accounts and why the government thinks it needs to lower 401(k) Plan contribution limits.   Click Here to Listen  

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IRA Financial Group Podcast Episode 79: The Trump Tax Plan and Your Retirement Account

September 29th, 2017

IRA Financial Group’s Adam Bergman discusses the new tax plan announced by President Trump and the implications it has for retirement account holders.   Click Here to Listen  

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IRA Financial Group Podcast Episode 78: IRA Hardship Distributions

August 22nd, 2017

IRA Financial Group’s Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.   Click Here to Listen  

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