3 Minute Read In Ball v. Commissioner, we are shown the exact way not to make an investment with IRA funds and how to avoid a huge tax bill.
4 Minute Read IRA Financial’s Adam Bergman Esq. explains why most employee expenses are not tax deductible and how self-employed individuals can receive federal tax deductions.
3 Minute Read In this special edition of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the election update and your retirement funds as it looks like Joe Biden will be the next president, while the Democrats hold the House and the Republicans will seemingly hold the Senate.
3 Minute Read IRA Financial’s Adam Bergman Esq. discusses new retirement legislation that has been introduced, dubbed SECURE Act 2.0, and how it may affect retirement savers if it becomes law.
6 Minute Read FBAR and Tax Reporting are required for any assets held outside of the US, even when owned by a Self-Directed IRA or Solo 401(k) plan.
3 Minute Read IRA Financial’s Adam Bergman Esq. discusses the recently announced contribution limits for 2021 for retirement plans, including the Solo 401(k), Self-Directed IRA, SIMPLE and SEP IRAs, along with a historical look at the limits.
3 Minute Read IRA Financial’s Adam Bergman Esq. discusses presidential hopeful Joe Biden’s proposed changes to the 401(k) plan if elected.
3 Minute Read The IRS has released its 2021 IRA Contribution Limit, which sees no increase to how much one can save in an individual retirement account.
3 Minute Read The IRS has released its 2021 Solo 401(k) Contribution Limit, which sees an increase to how much a self-employed individual can save.
3 Minute Read IRA Financial’s Adam Bergman Esq. discusses the differences between using a trust or an LLC for your Self-Directed IRA, and why the LLC is generally the better option for most investors.