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.
Capping The Roth IRA – Episode 299

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

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.