Adam Talks

IRA Financial Group’s Adam Bergman discusses the tax return deadline and retirement planning tips.

IRA Financial Group’s Adam Bergman discusses whether you should make a pre-tax IRA or Roth IRA contribution, as well as if you should do a Roth IRA conversion.

IRA Financial Group’s Adam Bergman discusses the recent IRS numbers regarding audits of retirement accounts, which were released by the IRS earlier in 2018.

IRA Financial Group’s Adam Bergman discusses a recent case called Mazzei v. Commissioner, which deals with Roth IRAs and foreign sales corporations.

IRA Financial Group’s Adam Bergman discusses an update to the regulations surrounding the cryptocurrency market, from the Retirement Industry Trust Association Spring 2018 Conference in Washington, D.C.

IRA Financial Group’s Adam Bergman discusses the Coverdell Education Savings Account and the ability to self-direct it.

IRA Financial Group’s Adam Bergman discusses the recent regulation by the SEC on Initial Coin Offerings and what it means for Self-Directed IRA investors.

IRA Financial Group’s Adam Bergman discusses the March 15th, 2018 Fifth Circuit Court of Appeals strike down of the DOL Fiduciary Rule for IRAs.

IRA Financial Group’s Adam Bergman discusses the three essential things one should consider before using an IRA to buy Bitcoin and other cryptocurrencies.

IRA Financial Group’s Adam Bergman discusses the decision by a Federal Judge on March 6th, 2018 that says that cryptocurrencies are a commodity and what this means for Bitcoin IRA investors and other retirement accounts that invest in cryptocurrency.