Rolling Over a Defined Benefit Plan into a Self-Directed IRA is the best option once the plan has generated all its permitted benefits.
IRA Financial’s Adam Bergman discusses the Mega Backdoor Roth tax strategy and how it supersizes your tax-free (Roth) retirement income.
With so many leaving the northeast for the sunnier climate of Florida, it can be a great time to use your Self-Directed IRA for real…
IRA Financial’s Adam Bergman discusses the IRA and 401(k) rollover rules, when and how you can perform them, and retirement account transfers.
When analyzing the Roth IRA distribution rules, it is important to examine them based on the origin of the Roth IRA funds.
COVID-19 and Industry have slowed down the nation and may not let up any time soon. How are industries responding?
In this week’s episode, IRA Financial’s Adam Bergman answers questions about Roth IRA conversions, why you can’t roll over a Roth IRA to a Roth…
The Self-Directed Defined Benefit Plan is not a common approach since alternative investments are generally too risky for the employer. However, once the plan is…
IRA Financial’s Adam Bergman discusses the fact that MILLIONS of Americans have left BILLIONS of dollars of 401(k) funds at previous jobs. Learn how to…
IRA Financial’s Adam Bergman discusses the benefits of the Checkbook Control IRA and why most Self-Directed IRA investors who are investing in alternative assets should…