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 The all new IRA Financial App Version 4.1 brings more security, peace of mind and easier setup for investing your retirement funds.
5 Minute Read Rolling Over a Defined Benefit Plan into a Self-Directed IRA is the best option once the plan has generated all its permitted benefits.
3 Minute Read The Self-Directed Defined Benefit Plan is not a common approach since alternative investments are generally too risky for the employer. However, once the plan is fully funded, it can be rolled into a Self-Directed IRA for more investment opportunities.
3 Minute Read Investing can be challenging at the best of times if you’re not sure what you’re doing. A global pandemic caused by Coronavirus, or COVID-19, is…
3 Minute Read IRA Financial’s Adam Bergman welcomes Dan Segal, Director of Investments at Benchmark Financial, to discuss the equity markets and how the economy has been affected…
5 Minute Read The use of a brokerage account within a Self-Directed IRA is a great, tax-advantaged way to invest in stocks, mutual funds and other traditional investments
4 Minute Read IRA Financial’s Adam Bergman discusses the benefits of real estate vs. stocks in your retirement portfolio, especially during an economic crisis.
3 Minute Read IRA Financial’s Adam Bergman discusses the process of valuing your Self-Directed IRA and why you need to do it. In his latest podcast, Mr. Bergman…
3 Minute Read Mutual funds can mean extra taxes when not held in a tax-favored retirement account. To avoid these taxes, you can establish the Self-Directed IRA.