Your IRA and the CARES Act – Episode 223
IRA Financial’s Adam Bergman talks about your IRA and the CARES Act, including IRA contributions, distributions and RMDs.
Retirement Plan Withdrawal vs. 401(k) Loan
Thanks to the CARES Act a retirement plan withdrawal is more accessible. In addition, a 401(k) loan option has also been impacted. Which is better for you?
Stretch IRA is Dead – Here’s a Workaround
The Stretch IRA is dead, but here’s a workaround that keeps the original “stretch” concept intact, although not the tax benefits.
New RMD Rule – What You Need to Know
Key Points The SECURE Act has changed the RMD age from 70 1/2 to age 72. If you turn age 72 on January 1, 2021, you have until April 1, 2022 to make your first distribution. If you turned 70 after June 30, 2019, you do not need to start withdrawing this year. As you […]
How the SECURE Act Impacts Small Businesses
The SECURE Act impacts small businesses by making it easier for business owners to offer retirement plans to employees and has increased annual tax credit.
How the SECURE Act will Impact Your Retirement Plan
Learn how the SECURE Act will impact your retirement, whether you have an IRA, 401(k) or you do not participate in a company sponsored retirement plan.
CA Gig Worker Bill Can Affect Your Solo 401(k)
The CA gig worker bill will reclassify contractors as employees. Some companies aren’t happy about this. It also prevents workers from opening a Solo 401k.
Progressive Democrats And The Roth IRA – Episode 198
IRA Financial’s Adam Bergman discusses how the government can change a lot of the attractive features of the Roth IRA. In his most recent podcast, Mr. Bergman discusses progressive democrats and the Roth IRA. He explains the recruitment plan and what may become of it. There has been no mention in changes to the plan […]
How California Assembly Bill 5 Disrupts The Gig Economy – Episode 196
IRA Financial’s Adam Bergman discusses California Assembly Bill 5, that plans to reclassify independent contractors of certain professions as employees, and what it means for the gig economy. Recently, California Assembly Bill 5 (AB 5) was passed. This could turn the gig economy upside down. In his latest podcast, Mr. Bergman discuses what the bill […]
New Bill May be Retirement Kiss of Death for Gig Economy
Bill Limits gig economy participants from Solo 401(k) – new CA labor bill will reclassify some independent contractors as employees.
