AdBits

IRA Financial's Adam Bergman discusses the prohibited transaction rules when it comes to investing with a self-directed retirement account. These include the types of investments you can make, disqualified persons and how you are allowed to use retirement funds.

IRA Financial's Adam Bergman discusses the basics of the Individual Retirement Account (IRA) including the differences between the traditional and Roth plans and the benefits of saving with the plan.

IRA Financial's Adam Bergman discusses the UBTI Tax and how it can affect the tax efficiency of your IRA or 401(k) plan., depending on how you invest.

IRA Financial's Adam Bergman reinforces the reasons why you need to file Form 5500 if you have at least $250,000 in your Solo 401(k). You can be penalized up to $150,000 if you fail to file!

IRA Financial's Adam Bergman discusses the IRS Form 5500, which must be submitted before July 31, for individuals with a Solo 401(k) plan balance of at least $250,000 as of December 31 of last year.

In the first episode of AdBits, IRA Financial's Adam Bergman discusses the Rollover as Business Startup Solution ROBS. He details how to use your retirement funds to start or invest in your own business.