IRA Financial Group’s Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses strategies for circumventing or delaying RMDs with a Roth 401k Plan.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect’s position on lowering taxes.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses the different ways to structure a Self-Directed IRA investment, concentrating on debt vs. equity in an investment.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses who is considered a disqualified person in a Self-Directed IRA or Solo 401(k) transaction and the types of transactions that are considered prohibited transactions.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses how the Presidential candidates view retirement plans, retirement savings, and overall tax policy.   Click Here to Listen