Biden Wants To Change The Solo 401(k) Plan
I wanted to discuss Joe Biden’s plan to revamp the Solo 401(k) plan by incentivizing more people to save for retirement, along with whether it’s a good plan or not.
By Adam Bergman
Why do I Need an IRA Custodian?
Explaining why you need a custodian for you IRA, especially if you want to self-direct the plan and invest in alternative assets, such as real estate.
By Adam Bergman
Contributing Capital Gains Income to a Solo 401(k) and more | Client Q&A
In this week’s episode, I answer questions about capital gains and the Solo 401(k), using a Roth IRA to start a business and buying company options with a Roth.
By Adam Bergman
Market Corrections and Your Portfolio
In this episode, I discuss market corrections and how they affect our portfolios and mental well being.
By Dan Segal