11 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses possible new required minimum distribution (RMD) rules that may complicate retirement strategies.
4 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses a FinCEN Notice of Proposed Rulemaking that would require entities to disclose info about their owners, to help curb illicit activities while hiding behind a “shell corporation.”
3 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses possible tax increases for any IRA owner, despite the Biden promise of no higher taxes for the average American.
4 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. updates everyone on the tax proposal presented last week, and why it’s concerning for Self-Directed IRA investors.
4 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the Ways and Means Committee’s tax proposal and how the retirement provisions affect Self-Directed IRA investors.
4 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the Employee Retention Tax Credit, which was part of the CARES Act, and how eligible businesses can receive free money for having employees.
3 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses a proposal to cap Roth IRA balances at $5 million, on the heals of the news of Peter Thiel’s $5 billion Roth IRA.
3 Minute Read In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses new legislation introduced for retirement accounts, specifically an update to SECURE Act 2.0.
3 Minute Read 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.
4 Minute Read The Biden Capital Gains Tax Proposal will increase the tax for the wealthiest Americans, which will lead to more people utilizing the Roth IRA