3 Minute Read Special-purpose acquisition companies, or SPACs, have been growing in popularity in 2020. Use a Roth IRA to invest to see tax-free returns!
4 Minute Read IRA Financial’s Adam Bergman Esq. discusses his Bitcoin investment, why he used a Self-Directed Roth IRA to invest and how the gains are completely tax free!
3 Minute Read Saving for retirement can help bridge the divide of wealth inequality for everyone, but especially for BIPOC minorities who may not have other options.
3 Minute Read IRA Financial’s Adam Bergman Esq. discusses the recently announced contribution limits for 2021 for retirement plans, including the Solo 401(k), Self-Directed IRA, SIMPLE and SEP IRAs, along with a historical look at the limits.
3 Minute Read The IRS has released its 2021 IRA Contribution Limit, which sees no increase to how much one can save in an individual retirement account.
4 Minute Read IRA Financial’s Adam Bergman discusses the Mega Backdoor Roth tax strategy and how it supersizes your tax-free (Roth) retirement income.
9 Minute Read When analyzing the Roth IRA distribution rules, it is important to examine them based on the origin of the Roth IRA funds.
6 Minute Read Utilizing the mega backdoor Roth Solo 401(k) strategy will allow self-employed individuals to supercharge their Roth retirement savings.
3 Minute Read IRA Financial’s Adam Bergman discusses the Inherited IRA options and the differences of being a spousal beneficiary and a non-spouse one. If you own an IRA, make sure you name your beneficiaries and know what happens when you pass.
8 Minute Read The ability for a general partner or fund manager to shift a carried interest to a Roth IRA is an extremely tax advantageous opportunity.