Adam Talks

IRA Financial Group’s Adam Bergman discusses the Solo 401(k) Loan feature, including the benefits and drawbacks of taking a loan from your 401(k) Plan.

IRA Financial Group’s Adam Bergman discusses why excess contributions to a Roth IRA may be worth the potential penalties and what the risks of excess contributions are.

IRA Financial Group’s Adam Bergman discusses the impact of Sharia Law on self-directed retirement investments, including common questions and concerns from clients who need to comply with Sharia Law.

IRA Financial Group’s Adam Bergman discusses the new Supreme Court decision on Internet Sales Tax and the impact it could have on consumers and retailers selling online.

IRA Financial Group’s Adam Bergman discusses an interesting development regarding potential issues with companies using retirement funds to invest in potentially prohibited transactions, based on an issue with investments made by consulting firm McKinsey & Co.

IRA Financial Group’s Adam Bergman discusses the new 20% pass-through deduction that is part of the new tax law that was passed in December of 2017 and how an owner of a pass-through business can possibly deduct 20% of qualified business income.

IRA Financial Group’s Adam Bergman discusses how tax savvy people buy Initial Coin Offerings (ICOs), including strategies that the wealthy use when getting involved in an ICO.

IRA Financial Group’s Adam Bergman discusses how the IRS could make itself more efficient by embracing the technology of Blockchain.

IRA Financial Group’s Adam Bergman discusses how the Stormy Daniels/Michael Cohen affair is similar to an Investor/IRA Custodian relationship, based on the responsibility that a financial institution has to file a Suspicious Activity Report or SAR.

IRA Financial Group’s Adam Bergman discusses how you can purchase a house with Bitcoin and what you need to be aware of when it comes to buying real estate with cryptocurrency.