IRA Financial Simplifies Solo 401(k)
IRA Financial is proud to announce our new relationship with Capital One Bank, making us the only self-directed retirement custodian to offer checking accounts for its Solo 401(k) plan and Self-Directed IRA LLC clients. The new IRA Financial and Capital One Bank relationship will allow our clients to establish a Solo 401(k) plan or Self-Directed […]
IRA Financial Simplifies Self-Directing with our Self-Directed IRA through Capital One
IRA Financial is proud to announce our new relationship with Capital One Bank, which will make us the only self-directed retirement custodian to offer checking accounts for its Self-Directed IRA LLC and Solo 401(k) plan clients. Our relationship with Capital One Bank allows our clients to establish a Self-Directed IRA or Solo 401(k) plan account […]
Bitcoin Conference Recap – Episode 294
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses his experience at Bitcoin Miami 2021 and the interesting things he learned and a recap of his speaking engagement.
Bitcoin is Crashing, WHY? – Episode 291
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the dramatic fall of Bitcoin and other crypto prices this week, and his thoughts on what you should do.
IRS Attack on Cryptos – Episode 289
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the John Doe summons just issued to popular crypto exchange, Kraken, and why IRA Financial clients have nothing to worry about.
Buying Dogecoin with a Self-Directed IRA or Solo 401(k)
Buying Dogecoin with a Self-Directed IRA or Solo 401(k) is a smart way to invest because of the many advantages of the plan, including tax treatment and portfolio diversification.
Self-Directed IRA LLC – IRS Approved
The Self-Directed IRA Structure has been in use for some 35 years, however, the concept of using an entity owned by an IRA to make an investment was first reviewed by the Tax Court in Swanson V. Commissioner 106 T.C. 76 (1996). In Swanson, the Tax Court, in ruling against the IRS, held that the […]
Buying Uniswap with a Self-Directed IRA or Solo 401(k)
Buying Uniswap with a Self-Directed IRA or Solo 401(k) is a smart way to invest because of the many advantages of the plan, including tax treatment and portfolio diversification.
Solo 401k Facts vs Fiction
Learn the Solo 401k Facts vs Fiction before establishing the plan. In this article, we separate truth from myth to help you better understand what the plan can offer. What is a Solo 401k Retirement Plan? The Solo 401k Plan is essentially a regular, plain-old, vanilla 401(k) that has one participant who is a self-employed […]
Eat for Free on the IRS and Hot Crypto Pick (Polygon) – Episode 284
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses how you can get a 100% deduction on your work-related meals and his hot crypto pick of the week, Polygon.
