3 Minute Read IRA Financial’s Adam Bergman Esq. discusses the $900 billion stimulus package that was just introduced to help individuals and small business owners who continue to be affected by the COVID-19 pandemic.
4 Minute Read The passing of prop 22 in California means that gig workers can maintain independent contractor status and work when and where they want.
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.
4 Minute Read Thousands of Americans are taking advantage of CARES Act distributions. However, many might not be aware of the consequences.
3 Minute Read If you haven’t filed Form 5500 for your Solo 401(k) yet, you could face severe penalties. There is a relief program for those who miss the deadline.
3 Minute Read Guidance released by the IRS on June 23, 2020 will allow the reversing of an RMD for anyone that previously took one in 2020. The CARES Act waived all RMDs due for 2020.
4 Minute Read You can perform a 401(k) to IRA rollover, however, under the spirit of the CARES Act, money distributed from a 401(k) should not be rolled to an IRA.
3 Minute Read On March 27, 2020, the President signed the $2 trillion stimulus package called the CARES Act – the Coronavirus Aid, Relief, and Economic Security Act. The…
5 Minute Read The Solo 401(k) plan saved my business – learn how self-employed used their retirement savings to take advantage of CARES Act relief aid.