Generally, the new Corporate Transparency Act (CTA) will not affect your Solo 401(k), unless you utilize the Checkbook LLC structure, in which case, a BOI must be reported.
In times of financial uncertainty, gold is an attractive option; learn how to use tax-advantaged accounts to invest.
In this episode of Adam Talks, Adam Bergman, Esq. will review the new 2024 income tax rates, comparing them to this year’s brackets, and some tax planning ideas for the new year.
The Roth IRA is arguably the best legal tax shelter available to taxpayers, however not everyone can directly contribute to a Roth IRA. We’ll explain.
If you are considering converting your pretax IRA, check out these Roth IRA conversion strategies to help mitigate the taxes.
Option trading involving puts, calls, and other securities lending transactions will trigger the UBTI tax in certain situations.
In this episode of Adam Talks, Adam Bergman, Esq. discusses the Peter Thiel strategy of using Roth IRA funds to invest in founder’s stock for your new business.
While it is possible to gift an IRA to an individual, it is much more straightforward when gifting one to a qualified charity.
When you perform a rollover of 401(k) funds, there are scenarios that will have tax consequences – learn how to do it and when it’s taxable.
ROBS to buy a business is ideal for investors who want to be actively involved in the business without triggering prohibited transaction rules.
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IRA Financial Group
1691 Michigan Avenue, #335
Miami Beach, FL 33139
