4 Minute Read In this special edition of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the impact of the Democrats gaining control of the Senate, in addition to the House and the presidency and what it means for your retirement.
3 Minute Read The Solo 401(k) Employee Deferral Rules state that you can contribute up to $19,500 ($26,000 if age 50+) for 2021 in pre-tax or Roth.
3 Minute Read When using self-directed retirement funds for a Real Estate Sale Leaseback, you must be aware of the UBTI tax ramifications.
4 Minute Read IRA Financial’s Adam Bergman Esq. discusses the smartest ways to spend your bonus if you were lucky enough to get one this year.
3 Minute Read IRA Financial’s Adam Bergman Esq. discusses the $900 billion stimulus package that was just introduced to help individuals and small business owners who continue to be affected by the COVID-19 pandemic.
4 Minute Read The Employer Profit Sharing Contribution rules can be tricky, however, there are ways to maximize your Solo 401(k) contributions.
4 Minute Read IRA Financial’s Adam Bergman Esq. discusses presidential hopeful Joe Biden’s proposed capital gains tax hike and how wealthy individuals can manage their tax burdens easier.
3 Minute Read IRA Financial’s Adam Bergman Esq. gives his take on the news of President Trump’s tax return and how the president was able to pay so little in federal income taxes.
3 Minute Read IRA Financial’s Adam Bergman discuses the impact the coronavirus is having on the stock market and tax planning opportunities you should consider because of it.…
2 Minute Read Key Points Tax Season doesn’t have to only be once a year Businesses should take care filing taxes Paying attention to details is vital Albert…