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.
Eat for Free on the IRS and Hot Crypto Pick (Polygon) – Episode 284
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.
Biden Capital Gains Tax Proposal and the Roth IRA
The Biden Capital Gains Tax Proposal will increase the tax for the wealthiest Americans, which will lead to more people utilizing the Roth IRA
PPP, Free Money And The Self-Employed – Episode 280
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.
Prop 22 Passed in CA – What it Means for Gig Workers
The passing of prop 22 in California means that gig workers can maintain independent contractor status and work when and where they want.
Election Update and Your Retirement Accounts – Episode 259
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.
Secure Act 2.0 – Episode 257
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.
Haven’t Filed Form 5500? 150,000 Reasons Why You Should!
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.
Reversing an RMD for 2020 Due to CARES Act
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.
