Self-Directed IRA
Beginner’s Guide to Alternative Investments
Review our beginner’s guide to alternative investments and how to purchase them tax-free or tax-deferred with a Self-Directed IRA.
June 6, 2023
Investments
Holding Gold in an IRA or 401(k)
In times of financial uncertainty, gold is an attractive option; learn how to use tax-advantaged accounts to invest.
June 2, 2023
Podcast
Options if You Have a 401(k) at Work and are Self-Employed – Episode 391
In today’s episode of Adam Talks, Adam Bergman, Esq. discusses your retirement plan options if you contribute to a workplace 401(k) but also have self-employment income.
June 1, 2023
Podcast
Inherited IRA Rules Update – Episode 390
In today’s episode of Adam Talks, Adam Bergman, Esq. provides an update on the Inherited IRA rules and explains what you need to know if you are a beneficiary of an IRA.
May 25, 2023
Roth 401(k)
Maximizing Roth Contributions if You Are Self-Employed
One benefit of being self-employed is maximizing Roth contributions via a Solo 401(k) or SEP IRA so you can enjoy a tax-free retirement.
May 24, 2023
Investments
Why Hard Money Loans are the Most Tax Advantageous Investment
Hard money loans are generally short-term funding solutions for those in need of capital. Learn why lending retirement funds may be the most tax advantageous investment you can make.
May 23, 2023
Solo 401(k)
Generate an 8% Guaranteed Rate of Return with Your Solo 401(k)
Take advantage of a higher interest rate environment by utilizing a Solo 401(k) loan and generate a guaranteed 8% rate of return.
May 22, 2023
401(k) Basics
Switching Jobs? Options for your 401(k) Funds
Millions of Americans are switching jobs each year and many forget their retirement savings – know you options before deciding to leave a job.
May 19, 2023
Podcast
Obscure Way to Gain Access to Your IRA Funds Tax Free – Episode 389
In today’s episode of Adam Talks, Adam Bergman, Esq. discusses the 60-day rollover rule, an underutilized way to gain tax-free, temporary access to your IRA funds.
May 18, 2023
Roth IRA
How to Use a Roth IRA to Sell Your Start-Up Stock Tax Free
Investing in start-up stock with a Roth IRA is a low-risk, high-reward proposition that could lead to huge tax-free distributions during retirement.
May 15, 2023
