Self-Directed IRA
Hard Cash in Your Retirement Plan
Holding hard cash in your retirement account does not generate any rate of return, but it could come in handy one day in case of a financial crisis.
March 19, 2020
Podcast
Coronavirus, Stock Markets and Tax Planning – Episode 220
IRA Financial’s Adam Bergman discuses the impact the coronavirus is having on the stock market and tax planning opportunities you should consider because of it.
March 17, 2020
Self-Directed IRA
Animal Sanctuaries and Your Retirement
Animal sanctuaries can be the retirement home of your dreams for yourself and your animal friends, whether you want to have cats, dogs, horses, or more.
March 16, 2020
Podcast
Mega Roth 401(k) Contributions – Episode 219
IRA Financial’s Adam Bergman discusses the mega Roth 401(k) and explains how it works, the benefits of it and why you should know about it.
March 10, 2020
Videos
How The Solo 401(k) Plan Works
The Solo 401k plan is the best retirement plan for the self-employed. Learn how the Solo 401k plan works and diversify your assets.
March 10, 2020
Self-Directed IRA
Max out Your IRA One Paycheck At a Time
Max out your IRA with our simple tips. After you achieve this goal, establish a Self-Directed IRA to make profitable investments.
March 5, 2020
Solo 401(k)
Millennial Wealth – How to Achieve It
Key Points Everyone can save money Mindset matters Wealth comes in many forms When you look at the millennial generation, roughly ages 25-39, you don’t
March 4, 2020
Financial Success
Small Business Tax Mistakes to Avoid
Key Points Tax Season doesn’t have to only be once a year Businesses should take care filing taxes Paying attention to details is vital Albert
February 26, 2020
Podcast
Rothification May Make You Work Longer – Episode 217
IRA Financial’s Adam Bergman discuses the possible Rothification of workplace retirement savings, which may lead many to work longer.
February 25, 2020
Roth IRA
IRA Millionaires – How to Become One
Becoming an IRA millionaire takes focus and determination. Coming up with and sticking to a financial plan is imperative to achieve your goals.
February 21, 2020
