4 Minute Read Reporting the fair market value of your IRA assets is an important annual process for all investors, especially once you hit the RMD age.
3 Minute Read Using a Self-Directed IRA to invest in Forex is becoming a popular option for retirement savers, but beware of the risks before you start.
4 Minute Read The ability to borrow up to $50,000 from a Solo 401(k) makes it an attractive option for those in need of short-term use of retirement funds.
4 Minute Read Adam Bergman here, tax attorney and founder of IRA Financial. Today, I’m going to give you some tips on how you potentially be the next…
14 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the Unrelated Business Taxable Income tax rules and how you can avoid them with your Self-Directed IRA or Solo 401(k) plan.
4 Minute Read It’s super easy to transfer your IRA to IRA Financial and set up a new Self-Directed IRA and enjoy the freedom to invest in whatever you want
3 Minute Read Generally, because of how the Solo 401(k) plan is established, there are no ERISA nondiscrimination testing required for the plan.
5 Minute Read Most investments are subject to the capital gains tax regime. However, when they are held in a Self-Directed IRA, those taxes are deferred.
4 Minute Read If you are looking to start a new business in order to take advantage of the Solo 401(k) plan, there are a few things to keep in mind.
7 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the current bear market, and how a Roth conversion may be a good option since many assets are depressed this year.