Nat Weaver is not only the father of the Self-Directed IRA, a trillion-dollar industry, but he is a true American hero and courageous pioneer.
Adam Bergman talks with IRA Financial client, Isaac Rodriguez, a real estate investor, about how he’s handling his properties during the COVID-19 pandemic.
Guidance released by the IRS on June 23, 2020 will allow the reversing of an RMD for anyone that previously took one in 2020. The…
You can perform a 401(k) to IRA rollover, however, under the spirit of the CARES Act, money distributed from a 401(k) should not be rolled…
Adam Bergman welcomes financial advisor, Andy Edstrom, who wrote the book, Why Buy Bitcoin, to discuss the benefits of investing in Bitcoin and other cryptos
On March 27, 2020, the President signed the $2 trillion stimulus package called the CARES Act – the Coronavirus Aid, Relief, and Economic Security Act. The…
Adam Bergman discusses the racial wealth divide in America and how all Americans can save for retirement, regardless of race, religion or beliefs.
Adam Bergman discusses some investment opportunities for retirement investors as the country’s economy starts to reopen due to the COVID-19 virus.
The Solo 401(k) plan saved my business – learn how self-employed used their retirement savings to take advantage of CARES Act relief aid.
The Paycheck Protection Program Flexibility Act of 2020 give more guidance for small business owners who have taken out a PPP loan.