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 contributions to a 401(k) for the self-employed or small business owner as an opportunity to save a lot…
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,…
Traditional vs. Roth IRA It’s long been a debate as to which Individual Retirement Plan (IRA) is better, especially for younger savers. Which should you…