Investing in a Startup with a Roth IRA
Adam Bergman here, tax attorney and founder of IRA Financial. Today, I’m going to give you some tips on how you potentially be the next Peter Thiel. Use your Roth IRA to maybe invest in the next PayPal or Facebook. Is it possible? Yeah, of course, it’s possible. Could it happen to you? Who knows? […]
The Power of a Self-Directed IRA for Building Wealth
Can a Self-Directed IRA own an LLC?
2022 IRA & 401(k) Contribution Changes
In this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, discusses the annual update to the IRA and 401(k) contribution limits.
How Safe is a Self-Directed IRA?
The Best Self-Directed IRA & Solo 401(k) Questions & Answers
Join IRA Financial Founder Adam Bergman ESQ. as he answers the best Self-Directed IRA & Solo 401(k) questions of 2021.
Can You Gift an IRA?
2021 Year End Tax Planning Strategies
Adam Bergman, Esq., founder of IRA Financial, discusses tax and retirement planning strategies as we approach the end of the year.
How Do I Transfer My Old 401(k) to a Self-Directed IRA?
In general, in order for a 401(k)-plan participant to move their 401(k) funds to a self-directed IRA, they would generally need to satisfy a plan triggering event. It is hard for many 401(k) plan participants to believe that they do not have unfettered control over their current employer 401(k) plan funds. In general, to rollover […]
Why IRA Financial
Learn what makes IRA Financial Group the best Self-Directed IRA custodian. Open an account through our app and diversify your portfolio for a low flat fee.