What the NBA Bubble Can Teach Us – Episode 242
IRA Financial’s Adam Bergman discusses the NBA bubble and what we can take from it to our personal lives, including taking care of our family and saving for retirement.
401(k) to IRA Rollover Rules Under the CARES Act
You can perform a 401(k) to IRA rollover, however, under the spirit of the CARES Act, money distributed from a 401(k) should not be rolled to an IRA.
Borrow From a 401(k) – CARES ACT
On March 27, 2020, the President signed the $2 trillion stimulus package called the CARES Act – the Coronavirus Aid, Relief, and Economic Security Act. The primary purpose of the Act is that boosts unemployment insurance payouts and aims to send relief checks to many Americans. The CARES Act included many important retirement related provisions that […]
Retirement System and the Racial Wealth Divide – Episode 234
Adam Bergman discusses the racial wealth divide in America and how all Americans can save for retirement, regardless of race, religion or beliefs.
What Can Michael Jordan Teach Us About Saving for Retirement – Episode 229
IRA Financial’s Adam Bergman discusses the ESPN series, “The Last Dance,” and what we can take from Michael Jordan and put to use when it comes to saving for retirement.
Tapping Your 401(k) Plan During a Crisis
As the coronavirus pandemic threatens financial markets and sends the U.S. economy into a potential recession, many small businesses and entrepreneurs are finding themselves in a liquidity crunch. Cash is now become king. Whether the cash is needed to pay employees, rent, mortgage payments, or even food, getting access to quick cash has become paramount. […]
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.
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 see as much home ownership as you do with previous generations. In the past, owning a home was considered the single crowning achievement for the American dream. But not anymore. […]
Hitting Your Financial Goals at Retirement – Episode 212
IRA Financial’s Adam Bergman discusses how you can reach your financial goals at retirement and also demonstrates why it is important to start early, be consistent and trust the process. In his most recent podcast, Adam Bergman talks about how to reach you financial goals at retirement. Further, he discusses the alarming statistics concerning how […]
Four Things To Do for a Better You in 2020
Key Points Being kind to others takes no effort at all The old adage is true – It’s better to give than receive Pay attention to your finances, especially retirement savings Better You in 2020 If you’re done with your presents, tree, menorah, and candles, thoughts turn to the closing of this year and the […]
