Adam Talks

IRA Financial Group’s Adam Bergman discusses the Rollover Business Start-Up Solution, the rules behind it and the costs associated with creating and maintaining the plan.

IRA Financial Group’s Adam Bergman discusses how you can use your Self-Directed IRA to make Peer-to-Peer Lending Investments and tips for doing it the right way.

IRA Financial Group’s Adam Bergman discusses the topic of how to hold IRS approved coins and metals in a Self-Directed IRA or a Solo 401(k).

IRA Financial Group’s Adam Bergman discusses how to handle dealing with multiple IRAs and when it is a good idea to form more than one Self-Directed IRA LLC to manage them. Also discussed are the pros and cons of the single-member LLC vs. the multi-member LLC.

IRA Financial Group’s Adam Bergman discusses changes made to IRS Form 5500-EZ and new IRS guidance on those changes.

IRA Financial Group’s Adam Bergman discusses your options if you have a Solo 401(k) Plan and are thinking of adding a full-time employee.

IRA Financial Group’s Adam Bergman discusses tips for properly filling out the IRS Form W-9 for your Self-Directed IRA.

IRA Financial Group’s Adam Bergman discusses how to manage your retirement assets during a volatile stock market.

IRA Financial Group’s Adam Bergman discusses how to navigate the current stock market downturn with your Self Directed IRA.

IRA Financial Group’s Adam Bergman discusses the types of investments that were popular among IRA Financial Group’s self-directed retirement clients in 2015.