5 Minute Read The deadline to make a Self-Directed IRA contribution for 2021 is April 18, 2022. You can make a contribution in pretax or as a Roth.
2 Minute Read It’s important to prepare beneficiary forms so your loved ones can receive the money from your IRA or 401(k) in the event that you pass away.
5 Minute Read In this article, we provide a general overview of the Solo 401(k) plan distribution rules. It may seem unfair to some that one would need…
5 Minute Read Holding an Airbnb in your IRA makes for an interesting investment choice as it provides a nice stream of income, however, beware of the UBTI rules.
11 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses possible new required minimum distribution (RMD) rules that may complicate retirement strategies.
4 Minute Read Learn more about the Self-Directed IRA and what investments it can be used to make, with our latest post specifically for those new to it.
5 Minute Read A Solo 401(k) Provider should be researched diligently. Not all providers are the same. Learn helpful tips on choosing the best Solo 401(k) provider to make non-traditional investments.
3 Minute Read Holding cryptocurrency in a cold wallet has been determined in the McNulty case to be somewhat problematic.
10 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the advantages of starting a Roth IRA for your kids and how to do it.
2 Minute Read IRS Audits can be scary, but where the Self-Directed IRA is concerned, IRA Financial can help. We’ve been recognized again as the best in the business.