Check out the latest book written by IRA Financial’s founder, Adam Bergman – Mastering the Self-Directed IRA
On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future.
Using a Roth IRA to buy real estate is the ultimate tax solution for real estate investors. The reason is that with a Roth IRA,
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 fully funded, it can be rolled into a Self-Directed IRA for more investment opportunities.
On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses the Beneficial Ownership Interest (BOI) rules and if you need to file the form for your Self-Directed IRA.
Tax Strategies for 2024 & Beyond Powered By EmbedPress Description Join Adam Bergman, Esq. for a live discussion on the best tax strategies for 2024
One should consider the IRS prohibited transaction rules, the UBTI tax rules, and how best to structure the investment.
On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses a recent Tax Court case centered around the importance of understanding the passive activity loss rules under Section 469 of the Code.
Here is a case study about an investor using a Self-Directed Roth IRA to invest in a private placement to reap the tax benefits.
Self-directed IRA rules do exist, and it’s important to know these rules to keep your IRA IRS compliant. Such rules include prohibited investments and disqualified persons.
Here is a case study about a self-employed investor looking to invest in precious metals with a Solo 401(k).
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TODAY, September 5, 2024 | 1PM EDT
Tax Strategies for 2024 & Beyond: How to Maximize Deductions and Minimize Penalties with Your IRA
