Is The Government Coming For Your IRA? – Episode 188
IRA Financial’s Adam Bergman discusses the impact of the SECURE Act on Stretch IRAs and whether the government will change current rules. Is the government coming for your IRA? That might be putting it a little harsh. However, there is some talk about important IRA provisions that might be coming down the line that may […]
New IRS Crypto Tax Regulations – Episode 187
IRA Financial’s Adam Bergman discusses the new IRS Crypto tax regulations, the first legislature of it’s kind since 2014. Cryptocurrencies, especially Bitcoin, have been in the news a lot lately due to it surging close to $14,000 recently. Though, it has slipped a bit since then, it’s still remains an interesting investment for retirement account […]
New SEC Fiduciary Rule – Episode 182
IRA Financial’s Adam Bergman discusses the new SEC Fiduciary Rule and how it will impact your retirement accounts. In his latest podcast, Adam Bergman talks about the new SEC (Security and Exchange Commission) Fiduciary rule. It also known as the Regulation Best Interest rule, or BI. Here, Mr. Bergman will discuss the new rules and […]
The Secure Act – How it Can Impact Your Retirement Savings – Episode 181
SECURE Act is the 1st piece of major legislation concerning retirement plans to come out in a long while and with bipartisan support, it should be law soon.
SECURE Act & its Impact on Self-Directed Plans
The SECURE Act is designed to help people save for retirement, but it can impact some self-directed IRA and Solo 401(k) plans. Learn more at IRA Financial.
New Retirement Legislation is Coming – What it Means for Savers – Episode 173
IRA Financial’s Adam Bergman discusses two new pieces of retirement legislation, RESA and SECURE, and the advantages they offer for retirement savers.
2019 UBTI Changes (Unrelated Business Income Tax)
There are no significant 2019 UBTI changes. For example, the 2019 Unrelated Business Income Tax (UBTI or UBIT) rate is 37%. This is the same tax rate as 2018.
How to Use a Self-Directed IRA or Solo 401(k) Plan to Invest in Cryptocurrency Mining
Cryptocurrency mining is the process by which transactions are verified and added to the block chain. Anyone with access to the Internet and suitable hardware can participate in mining. The mining process involves compiling recent transactions into blocks and trying to solve a computationally difficult mathematical solution. The miner who solves the mathematical solution gets […]
IRS Form 5498 – New IRA Custodian Rules for IRA Investments
The IRS Form 5498 gives the market value of all assets and cash held within the client account for the previous year and is used for tax reporting.
