IRA Financial Blog

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it’s better to save for your future instead of gambling it away.

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., explains why you don’t have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines!

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.

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.

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.

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses the recently released regulations about required minimum distributions (RMDs) and the difference between eligible and non-eligible beneficiaries.

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses an upside to a market crash and that is the ability to perform a Roth IRA conversion of a distressed asset.

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses his latest book, Mastering the Self-Directed IRA, the ninth book he has written on self-directed retirement plans and tax planning strategies.

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., asks the question, with President Biden stepping down from running for re-election, what would a Kamala Harris presidency mean for your IRA and other retirement-related issues?

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses the three ways one can fund a Self-Directed IRA: direct contribution, IRA to IRA transfers, and 401(k) to IRA rollovers, and the rules for each.