In today's episode, Adam Bergman, Esq., discusses a new bill that was recently introduced that would allow a Roth IRA to be rolled over to a Roth 401(k).

In today's episode, Adam Bergman, Esq., discusses the updated rules for the SEP IRA for 2024, and why he still prefers the Solo 401(k) for those that are eligible.

In today's episode, Adam Bergman, Esq., explains why and how to open a bank account for your Solo 401(k) plan and the hurdles you might face.

In today's episode, Adam Bergman, Esq., discusses the rollover rules for Roth retirement accounts, including the Roth IRA and Roth 401(k).

In today's episode, Adam Bergman, Esq., discusses the Coverdell Education Savings Account and the 529 plan, the benefits of each, and which should you choose when saving for college.

In today's episode, Adam Bergman, Esq., discusses the SIMPLE IRA, which could be a cost efficient retirement plan option for many small business owners.

In today's episode, Adam Bergman, Esq., discusses how you can add a member, such as a spouse's IRA or a separate Roth IRA, to your Self-Directed IRA LLC.

In today's episode, Adam Bergman, Esq., discusses what a 1031 Exchange is, how it works, and whether or not you would perform one using a Self-Directed IRA.

In today's episode, Adam Bergman, Esq., discusses your options when you inherit an IRA from a non-spouse, since they are more complicated than when you inherit it from a spouse, which you can take over the plan as your own.

In today's episode, Adam Bergman, Esq., discusses the new contribution limits for 2024 for IRAs, including the Self-Directed IRA, Roth IRA, SEP and SIMPLE IRA, and 401(k) plans, including the Solo 401(k) which were recently announced by the IRS.