IRA Financial's Adam Bergman Esq. discusses your options if you inherit an IRA or 401(k) plan and tips for selecting beneficiaries.

IRA Financial's Adam Bergman Esq. discusses how UBTI impacts Self-Directed IRA transactions when seller financing is involved, such as a sale leaseback.

IRA Financial's Adam Bergman Esq. discusses 1099 independent contractors and how they can set up a Solo 401(k) plan to save for retirement and all the benefits of the plan.

IRA Financial's Adam Bergman Esq. discusses the basics of the Roth IRA, who can set up one, the income restrictions and how to get around them.

IRA Financial's Adam Bergman Esq. discusses the different ways you can set up an IRA, including lesser known options, and how to fund the plan.

IRA Financial's Adam Bergman Esq. discusses the different types of business entities, such as sole proprietorships, C Corps and partnerships, that can open and fund a Solo 401(k).

IRA Financial's Adam Bergman Esq. explains the eligibility rules to open and fund a Solo 401(k) plan, the best retirement plan for the self-employed, and the many benefits of the plan.

IRA Financial's Adam Bergman Esq. explains how to report an IRA or 401(k) distribution made under the CARES Act and your options for paying taxes.

IRA Financial's Adam Bergman Esq. explains how to protect your Self-Directed IRA from fraud and keep your investments safe and secure.

IRA Financial's Adam Bergman Esq. explains why all Solo 401(k) plans, the best retirement solution for the self-employed, are not created equal.