Learn From the Greatest Self-Directed IRA Investor EVER! Powered By EmbedPress Description Welcome to our live session on funding your Solo 401(k)! Whether you’re a small business owner, freelancer, or self-employed professional, this session is tailored just for you. What We’ll Cover: Step-by-step guide to funding your Solo 401(k) Best practices for maximizing your contributions Common pitfalls to avoid Let AI pick your perfect Self-Directed solution! Try our AI tool Related Posts Solo 401(k) Are All Solo 401(k) Plans the Same? Not all Solo 401(k) plans are the same and ..read more

On this episode of Adam Talks, Adam Bergman, Esq. discusses how FDIC insurance pertains to your Self-Directed IRA investment; Adam will also share his thoughts on the IRS Direct File Pilot program. Is My Self-Directed IRA FDIC Insured On this episode of Adam Talks, Adam Bergman discusses the FDIC insurance coverage for Self-Directed IRAs, emphasizing how it applies to cash investments in bank accounts. He explains that FDIC insurance typically covers up to $250,000 per depositor but suggest that recent events, like the Silicon Valley Bank situation, may have changed this to potentially unlimi ..read more

On this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court Case that may change the future of our tax system because of a possible wealth tax and the taxation of appreciation of an asset. Supreme Court Case Could Change our Taxing System? On this episode, Adam Bergman discusses a tax court case, Moore v. United States, involving a couple who invested in a foreign company and faced a tax bill under the 2017 Tax Cuts and Jobs Act. The case questions the constitutionality of taxing appreciation of assets without an actual event triggering the tax liability, such as a sale or inc ..read more

We debunk myths and reveal the facts about FDIC insurance coverage for Self-Directed IRAs, helping you understand the level of protection for your retirement funds. Is My Self-Directed IRA FDIC Insured? On this episode of Adam Talks, IRA Financial’s Adam Bergman discusses two main topics: FDIC insurance for Self-Directed IRAs and the new IRS Direct Filing Pilot program. Regarding FDIC insurance, it is explained that the $250,000 federal deposit insurance applies to cash investments in Self-Directed IRAs. However, with the example of Silicon Valley Bank’s bailout in 2023, it is suggested that ..read more

The Self-Directed IRA has become the most popular investment and retirement vehicle for alternative asset investors. This article will explore the two best Self-Directed IRA solutions for 2024: (i) Self-Directed IRA with Full-Service and (ii) Self-Directed IRA LLC with “Checkbook Control.” What is a Self-Directed IRA? All types of IRAs, including the traditional IRA, Roth IRA, SEP & SIMPLE IRA can be established as a “Self-Directed” IRA. A Self-Directed IRA is essentially an IRA that allows the IRA owner to invest in alternative assets, such as real estate, precious metals, and small ..read more

Roth Conversion vs the Backdoor Roth IRA Roth conversions versus the Backdoor Roth IRA. Everyone, hello. This is Adam Bergman, a tax attorney and founder of IRA Financial. In today’s video, I’m going to explain to you everything you need to know about doing a Backdoor Roth IRA or a Roth conversion. Are they the same? Are they different? Beginning in 2010, there are no income limitations for Roth conversions, meaning anyone, whether you’re Jeff Bezos, Warren Buffet, if you want to do a Roth conversion, you can. Why is 2010 relevant? Well, we didn’t know it happened before 2010. There was a fin ..read more

We want all our clients to make as much money as possible. It’s not a zero-sum game. All IRA Financial clients could have millions of dollars in their IRA. There are no limitations. The only limitation is you. So you have to know the risks and rewards. In this video, we will focus on dispelling Self-Directed IRA risks. Are Self-Directed IRAs Risky? What are the risks of a Self-Directed IRA? The first is obviously fraud. You invest in your neighbor’s funds, and it turns out your neighbor was a bad actor, and he or she took the money and ran. So obviously, when you buy stock, whether it’s Apple ..read more

Learn From the Greatest Self-Directed IRA Investor EVER! Powered By EmbedPress Description Have you been considering a self-directed IRA to help diversify your retirement? Do you want to learn more about what a self-directed IRA can do for you? IRA Financial’s founder, Adam Bergam is here to answer your questions and provide you with all the information you’ll need to feel confident in maximizing your retirement savings today. Let AI pick your perfect Self-Directed solution! Try our AI tool Related Posts Self-Directed IRA Is a Self-Directed IRA LLC IRS Approved? The Self-Di ..read more

How Do I Open a Solo 401(k)? Powered By EmbedPress Description Join IRA Financial Founder Adam Bergman as he discusses Roth IRA Conversions & The Backdoor Roth IRA. Learn how you can save more for retirement by using a Backdoor Roth IRA today!   Let AI pick your perfect Self-Directed solution! Try our AI tool Related Posts Self-Directed IRA The Self-Directed Roth IRA LLC The Self-Directed Roth IRA LLC “Checkbook Control” Structure has been in use for over 30 years. The notion of using an entity owned by Read More » December 8, 2021 No Comments Self-Directed IR ..read more

Self-Directed IRA Prohibited Transaction Rules Masterclass Powered By EmbedPress Description Join IRA Financial founder Adam Bergman as he discusses Self-Directed IRAs and prohibited transactions. Learn everything you need to know about Self-Directed investing today! Let AI pick your perfect Self-Directed solution! Try our AI tool Related Posts Self-Directed IRA Is a Self-Directed IRA LLC IRS Approved? The Self-Directed IRA is an IRS-approved retirement plan that is like a Traditional IRA, but allows investors to purchase alternative assets, such as real Read More » Febru ..read more