Adam Talks

IRA Financial Group’s Adam Bergman discusses the potential impact of the government shutdown on the 401(k) plans of the furloughed government employees who currently are not getting paid.

IRA Financial Group’s Adam Bergman discusses the idea of the 70% tax on the super-rich that has been proposed by a new member of Congress, Representative Alexandria Ocasio-Cortez of New York.

IRA Financial Group’s Adam Bergman discusses the five most important retirement tips to keep in mind when planning for the end of the year.

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 in a retirement plan.

IRA Financial Group’s Adam Bergman discusses Financial Technology trends in the Self-Directed Retirement industry, specifically the financial services market (banking, loans, etc.).

IRA Financial Group’s Adam Bergman discusses whether or not you can combine personal money and IRA or 401(k) money in one transaction.

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, how they should be treated and whether an IRA can invest in an ICO.

IRA Financial Group’s Adam Bergman discusses an update on where things stand when it comes to deductible expenses for business meals and entertainment.

IRA Financial Group’s Adam Bergman discusses whether you should go with Traditional pre-tax IRA contributions or Roth after-tax contributions.

IRA Financial Group’s Adam Bergman discusses the recent article in the New York Times about the Trump family tax planning and whether it was legitimate strategy or suspect activity.