New Senate Retirement Bill – Episode 343

Adam Talks

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.

New RMD Rules – Episode 330

Adam Talks

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

Adam Talks

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

Adam Talks

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.

Self-Directed IRA Under Attack – Episode 308

Adam Talks

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

Adam Talks

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.

Capping The Roth IRA – Episode 299

Adam Talks

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.

Retirement Legislation – Episode 292

Adam Talks

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.