IRA Basics
What Retirement Plans Can I Rollover to an IRA?
401(k), 403(b), 407(b) and similar plans can all be rolled over into an IRA, either directly or indirectly.
September 26, 2023
Real Estate
What is a Non-Recourse Loan and How does it Work?
When using leverage with retirement funds to make an investment, you must use a non-recourse loan. Understand the pros and cons of doing so.
September 25, 2023
Podcast
2 New IRS Rules on Roth 401(k)s & Cryptos You may have Missed – Episode 406
In today’s episode of Adam Talks, Adam Bergman, Esq. discusses two new IRS rules – the catch-up contribution rules for 401(k) plans, and a proposal to force crypto dealers to report transactions.
September 22, 2023
Self-Directed IRA
Real Estate Agents: Grow Your Business with a Self-Directed IRA
Real estate agents, grow your business with a Self-Directed IRA. More investors are aware of alternative investments so it helps to know the industry.
September 21, 2023
Solo 401(k)
The Best Solo 401(k) Saving Tips to Retire Wealthy
Solo 401(k) Saving Tips to retire wealthy – find out how you can save more with the Solo 401(k) if you’re self-employed or a small business owner.
September 20, 2023
Investments
Can I Buy Short-Term Options with My IRA?
Investing in short-term options is risky, but makes tax sense to use a Self-Directed IRA or Roth IRA instead of personal funds.
September 19, 2023
Self-Directed IRA
Benefits of a Roth IRA Conversion
What is a Roth IRA Conversion? A Roth IRA conversion is generally the process of converting a 401(k) plan or Traditional IRA to a Roth
September 18, 2023
Podcast
New SEC Rules Impact on IRA Fund Investors – Episode 405
In today’s episode of Adam Talks, Adam Bergman, Esq. discusses a new SEC rule which will impact investors that invest in private equity, hedge funds and similar assets.
September 15, 2023
Roth IRA
The Case for the Self-Directed Roth IRA vs. Life Insurance
Self-Directed Roth IRA vs. life insurance? Ideally, one would utilize both for estate planning, but you can argue that the Roth is the better option.
September 13, 2023
Self-Directed IRA
Can a Self-Directed IRA be a Multiple-Member LLC?
Members of a Multi-Member LLC will benefit from the limited liability associated with an LLC as well as the benefit of a single level of tax and the flow-through of business losses.
September 12, 2023
