Archive for the ‘Podcast’ Category

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  

Read More →




IRA Financial Group Podcast Episode 77: Using a Solo 401k to Buy Bitcoins and Cryptocurrency

June 15th, 2017

IRA Financial Group’s Adam Bergman discusses how to use a Solo 401k Plan to buy Bitcoins and Cryptocurrency, as interest in virtual currency continues to increase.   Click Here to Listen  

Read More →




IRA Financial Group Podcast Episode 76: How to Buy Bitcoins With a Self-Directed IRA

June 15th, 2017

IRA Financial Group’s Adam Bergman discusses how to use your Self-Directed IRA to buy Bitcoins and other Cryptocurrencies, which has become a popular topic for Self-Directed retirement investors.   Click Here to Listen  

Read More →




IRA Financial Group Podcast Episode 75: The Taxation of Bitcoins

June 13th, 2017

IRA Financial Group’s Adam Bergman discusses the emergence of Bitcoin and other Cryptocurrencies as investment options for Self-Directed retirement investors and the tax implications of such investments.   Click Here to Listen  

Read More →




IRA Financial Group Podcast Episode 74: Trump Passthrough Tax Proposal and Impact On Retirement Savings

May 3rd, 2017

IRA Financial Group’s Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.   Click Here to Listen  

Read More →




IRA Financial Group Podcast Episode 73: Impact of Having a Solo 401(k) Plan on Your Personal Tax Return

April 10th, 2017

IRA Financial Group’s Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.   Click Here to Listen  

Read More →




IRA Financial Group Podcast Episode 72: New Partnership Tax Return Deadline for Multiple-Member LLC – March 15 2017

March 8th, 2017

IRA Financial Group’s Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.   Click Here to Listen  

Read More →




IRA Financial Group Podcast Episode 71: How to Get Around the RMD Rules With a Roth 401k Plan

March 7th, 2017

IRA Financial Group’s Adam Bergman discusses strategies for circumventing or delaying RMDs with a Roth 401k Plan.   Click Here to Listen  

Read More →