Rolling Over a Defined Benefit Plan into a Self-Directed IRA is the best option once the plan has generated all its permitted benefits.
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…
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…
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…
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
IRA Financial’s Adam Bergman discusses the benefits of real estate vs. stocks in your retirement portfolio, especially during an economic crisis.
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…
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.
Make a difference with your Solo 401k investments through social impactful investments, also known as socially responsible investing. Here’s how.
IRA Financial’s Adam Bergman discusses a possible financial transaction tax that Senator Bernie Sanders has proposed and what it could mean for retirement savers. In…