In our previous two posts, we discussed year-end planning for both IRAs and 401(k) plans. Here’s the last in our series with some general tips…
Here’s our second part in our year-end retirement planning series, all about IRA year-end planning. There are many different types of IRAs, including the traditional…
Now that we’re full stride into the holiday season, it’s time to start thinking about 401(k) year-end planning for 2018. December 31 is an important…
IRA Financial Group’s Adam Bergman discusses after-tax 401(k) contributions for the self-employed or small business owner as an opportunity to save a lot of money…
IRA Financial Group’s Adam Bergman discusses Financial Technology trends in the Self-Directed Retirement industry, specifically the financial services market (banking, loans, etc.). Click Here to…
With real estate prices climbing nationally over the last several years, it’s not unusual for IRA holders looking to make real estate and other alternative…
Beginner’s Guide to ROBS Solution ROBS Solution, also known as the rollover for business startups, is the only way to buy or finance a business…
IRA Financial Group’s Adam Bergman discusses whether or not you can combine personal money and IRA or 401(k) money in one transaction. Click Here to…
Beginner’s Guide Solo 401(k) If you have interest in establishing a Solo 401(k), you’re most likely self-employed, or someone who makes a portion of your…
IRA Financial Group’s Adam Bergman discusses Initial Coin Offerings and what the SEC has to say about the suitability of an ICO as an investment,…