The History of the Solo 401(k) Plan
You may know of the Solo 401k Plan, but not the Solo 401k history. Where did it begin? Why did it begin and most importantly, who does the Solo 401k benefit? The Solo 401k Plan comes with many names. You may know of it as: Individual 401(k) Self-Directed 401(k) Self-employed 401(k) One participant plan So […]
Solo 401k & ERISA – The Law
What is ERISA? The Employee Retirement Income Security Act of 1974 (ERISA), enacted September 2, 1974, is an American federal statute that establishes minimum standards for pension plans in private industry and provides for extensive rules on the federal income tax effects of transactions associated with employee benefit plans. ERISA contained sweeping changes in the […]
New Senate Retirement Bill – Episode 343
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses new retirement bill that was just released by the Senate, the provisions inside it, and when we can expect a final bill.
LLC Annual Report Fees for Self-Directed IRA LLC (Updated 01/23)
Each Self-Directed IRA LLC client is solely responsible for the filing and complete payment of the applicable LLC annual report and/or franchise fees.
New RMD Rules – Episode 330
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.
Government Coming for your Entity? – Episode 321
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.”
Tax Bill and the Biden Promise – Episode 314
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.
Government Attack on SDIRA – Update #1 – Episode 309
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.
Self-Directed IRA Under Attack – Episode 308
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.
Free Money For Having Employees – Episode 301
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.
