IRA Financial Blog
2022 IRA & 401(k) Contribution Changes
In this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, discusses the annual update to the IRA and 401(k) contribution limits.
The Best Self-Directed IRA & Solo 401(k) Questions & Answers
Join IRA Financial Founder Adam Bergman ESQ. as he answers the best Self-Directed IRA & Solo 401(k) questions of 2021.
New Checkbook IRA Case
Adam Bergman, Esq., founder of IRA Financial discusses the impact of McNulty v Commissioner on Self-Directed IRAs, Crypto IRAs, and more!
2021 Year End Tax Planning Strategies
Adam Bergman, Esq., founder of IRA Financial, discusses tax and retirement planning strategies as we approach the end of the year.
How Do I Transfer My Old 401(k) to a Self-Directed IRA?
In general, in order for a 401(k)-plan participant to move their 401(k) funds to a self-directed IRA, they would generally need to satisfy a plan