SEP IRA vs. Solo 401(k) & Venmo or Zelle? The IRS Wants to Know! – Episode 325
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. covers two unique topics. First he compares the SEP IRA and Solo 401(k), and which one is better for your business. Also, the IRS now wants to know if you use a mobile app, such as Venmo or Zelle, to collect more than $600 for commercial use during the year.
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.
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.
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.
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.
How is Bitcoin Taxed, Changing an EIN with a Solo 401(k) and more | Client Q&A
In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about changing the EIN for your Solo 401(k) business, the Biden 401(k) credit proposal and the taxation of Bitcoin held in an IRA vs. personally.
Low Interest Rates Make Solo 401(k) Attractive for Real Estate Investors
Low interest rates make buying real estate in your Solo 401(k) attractive. Learn how to use your retirement to invest in real estate.
Can I Set Up a Solo 401(k) with just Real Estate Income?
Solo 401k’s require self-employment income with no full-time employees. Learn if you can set up a Solo 401k with real estate income.
Who Can Set Up a Self-Directed IRA?
Almost anyone can set up a Self-Directed IRA. All you need is earned income to directly contribute to an IRA, 401(k).
How to open a Self-Directed Solo 401(k) From Home
With the all-new IRA Financial app, you can set up, fund and even invest with a Solo 401(k) and never step foot in a bank.