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.
The Biden Capital Gains Tax Proposal will increase the tax for the wealthiest Americans, which will lead to more people utilizing the Roth IRA
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the latest stimulus package, including the Payroll Protection Program (PPP) loan for self-employed individuals.
The passing of prop 22 in California means that gig workers can maintain independent contractor status and work when and where they want.
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.
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.
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.
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.
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.
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 primary purpose of the Act is that boosts unemployment insurance payouts and aims to send relief checks to many Americans. The CARES Act included many important retirement related provisions that […]