Self-Directed IRA
2022 Self-Directed IRA Contribution Deadline
The deadline to make a Self-Directed IRA contribution for 2022 is April 18, 2023. You can make a contribution in pretax or as a Roth.
April 11, 2023
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Investments
Why Invest in Gold with Retirement Funds
The ability to use retirement funds to invest in gold gives you the ability to properly diversify your portfolio and hedge against inflation.
April 10, 2023
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Roth IRA
Roth IRA Hardship Exception for Qualified Education Expenses
There is a hardship exception for qualified education expenses that allows you penalty-free use of unqualified Roth IRA earnings.
April 7, 2023
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Podcast
NFT Tax Treatment – Episode 383
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses IRS Notice 2023-27 regarding nonfungible tokens (NFT) and how they may be treated for tax purposes.
April 6, 2023
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Self-Directed IRA
Self-Directed IRA for Real Estate
Seller financing an investment property in your Self-Directed IRA is not only allowed, but may be the best and quickest way to sell a property!
April 5, 2023
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Solo 401(k)
April 4, 2023
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Cryptocurrencies
Has the IRS Banned Cryptos from IRAs or 401(k) Plans?
IRS Notice 2014-19 is clear that cryptos are treated as property for tax purposes, and therefore are not banned from IRAs or 401(k) plans.
April 3, 2023
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ROBS/Business Funding
Never do This with Rollover as Business Startups
The rollover for business startups is a great structure to invest in your business with your retirement funds. Here’s what you shouldn’t do with it.
March 31, 2023
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Podcast
SVB, Bitcoin & Your IRA – Episode 382
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses Silicone Valley Bank (SVB) and the “mini banking crisis” and how that has impacted Bitcoin and your retirement account.
March 30, 2023
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IRA Rules & Regulations
Can You Gift an IRA?
While it is possible to gift an IRA to an individual, it is much more straightforward when gifting one to a qualified charity.
March 29, 2023
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