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IRA Financial's Adam Bergman Esq. discusses the in-plan 401(k) withdrawal rules, and the two main options you have for distributing money from a current 401(k) plan.

IRA Financial's Adam Bergman Esq. discusses the plan asset rules, which are obligations under ERISA, that could require managers of funds to have fiduciary responsibilities, which they may not be prepared for.

IRA Financial's Adam Bergman Esq. discusses the Mega Backdoor Roth 401(k)structure and debunks myths about the strategy.

IRA Financial's Adam Bergman Esq. discusses the different types of Self-Directed IRAs and where you should form your LLC if you want checkbook control of your funds.

IRA Financial's Adam Bergman Esq. discusses the IRS loss on attacking the Roth IRA, and the substance over form doctrine and why it's backwards.

IRA Financial's Adam Bergman Esq. discusses the difference between the Solo 401(k) and the SEP IRA, two retirement plan options for the self-employed or small business owner.

IRA Financial's Adam Bergman Esq. discusses the prohibited transaction rules for the Solo 401(k) and the penalties for engaging in one.

IRA Financial's Adam Bergman Esq. revisits the IRS Form 5500-EZ, an informational form that Solo 401(k) holders must file each year, if the plan has at least $250,000 in assets as of December 31 of the previous year.

IRA Financial's Adam Bergman Esq. discusses options for how you can use IRA funds to purchase a home that you can live in now and/or during retirement.

IRA Financial's Adam Bergman Esq. discusses the beneficiary rules when you pass and have a Solo 401(k), whether you leave it to a spouse or non-spouse.