IRA Financial Group Podcast Episode 113: IRS Audit Numbers and Retirement Accounts

April 4th, 2018

IRA Financial Group’s Adam Bergman discusses the recent IRS numbers regarding audits of retirement accounts, which were released by the IRS earlier in 2018. Click Here to Listen  

Read More →

Counting Cryptocurrency Gains And Losses Without Running Afoul Of IRS Rules

January 16th, 2018

Here’s the latest cryptocurrency article by Adam Bergman, that originally appeared on – 2017 is viewed by many as the year of the crypto. However, with the increase in popularity and surge in value of cryptocurrencies, a significant number of cryptocurrency investors are now finding themselves in the uncomfortable position of trying to determine […]

Read More →

Using Retirement Funds to Buy Cryptocurrencies May Save You From IRS Audit

December 20th, 2017

In a petition filed November 17, 2016, with the U.S. District Court for the Northern District of California, the U.S. Department of Justice (DOJ) asked the court for a John Doe summons to be issued on Bitcoin exchanger Coinbase Inc. The John Doe summons would require Coinbase Inc., the largest bitcoin exchanger in the U.S., […]

Read More →

What Does the IRS Say About ROBS?

July 12th, 2017

The Employee Retirement Income Security Act of 1974 (otherwise known as ERISA) and the Internal Revenue Code clearly allow for the use of retirement funds to acquire or invest in a new or existing business as long as the transaction complies with IRS and ERISA rules and regulations. Business owners have been using retirement funds […]

Read More →

Completing IRS Form 5500 for Your Individual 401k

March 20th, 2017

In general, the solo 401(k) plan, also known as an Individual 401(k), is easy to operate. There is generally no annual filing requirement unless the fair market value of your solo 401(k) plan asset exceeds $250,000, as of December 31 of the previous year. If your solo 401(k) plan assets exceed $250,000 as of 12/31 of the […]

Read More →

Court Affirms Legality Of Roth IRA DISC Strategy

March 2nd, 2017

Here’s another article from written by Adam Bergman – On February 16, 2017, the United States Appeals Court for the Sixth Circuit in Summa Holdings, Inc. v. Commissioner of Internal Revenue held that using DISC and Roth IRA strategy for their Congressional-sanctioned purpose, tax avoidance, was permissible.  The Appeals Court reversed a previous Tax […]

Read More →

Looking for a Solo 401(k) Plan Record Keeper?

April 11th, 2016

The all in one 401(k) retirement solution provider and Recordkeeper for your Business Most small retirement plans appoint the employer as plan administrator. Management of the entity may designate an individual or an entity to perform these functions. Due to the complexity and timing involved, most small employers appoint an independent third-party to assist with […]

Read More →

IRA Financial Group Podcast Episode 51: Your Solo 401(k) Plan & IRS Form 5500-EZ – New IRS Guidance

March 7th, 2016

IRA Financial Group’s Adam Bergman discusses changes made to IRS Form 5500-EZ and new IRS guidance on those changes. Click Here to Listen  

Read More →