IRA Financial's Adam Bergman Esq. discusses a provision in SECURE Act 2.0 that now allows SEP IRA and Solo 401(k) employer profit sharing contributions to be made in Roth.

Episode 142 - New SEP IRA & Solo 401(k) Roth Rules You Need to Know

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about purchasing a truck with IRA funds, flipping a real estate contract in an IRA, and what happens if you guarantee a Solo 401(k) loan.

Flipping a Real Estate Contract in an IRA, Guaranteeing a Loan, and more | Client Q&A

IRA Financial's Adam Bergman Esq. continues his five part series about the Solo 401(k); this time the rules of the plan if you have an S corporation.

Episode 143 - Solo 401(k) Rules for S Corps

IRA Financial's Adam Bergman Esq. continues his five part series about the Solo 401(k); this time the rules of the plan if you have a partnership.

Episode 144 - Solo 401(k) Rules for a Partnership

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the 60-day rollover rule, an underutilized way to gain tax-free, temporary access to your IRA funds.

Episode 389 - Obscure Way to Gain Access to Your IRA Funds Tax Free

IRA Financial's Adam Bergman Esq. discusses the Gold IRA and the rules you need to know about using retirement funds to purchase precious metals so you stay in IRA compliance.

Episode 145 – Gold IRA – IRS Rules You Must Know

In today's episode of Adam Talks, Adam Bergman, Esq. provides an update on the Inherited IRA rules and explains what you need to know if you are a beneficiary of an IRA.

Episode 390 - Inherited IRA Rules Update

IRA Financial's Adam Bergman Esq. discusses the different IRA rollover rules depending on the type of plan you have including traditional, Roth, SEP and SIMPLE IRAs.

Episode 146 – IRA Rollover Rules

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about options when you need extra funds for an IRA purchase, using IRA funds to travel for an investment property, and contributing to a spouse's Solo 401(k) plan.

Options when You are Short IRA Funds, Contributing to a Spouse's Solo K, and more | Client Q&A

In today's episode, IRA Financial's Adam Bergman, Esq. discusses the legality of performing a joint venture between retirement accounts and what the IRS says about it.

Episode 151 - Joint Venture Between IRAs

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the SECURE Act tax credit, and two different possible prohibited transaction scenarios.

SECURE Act Tax Credit & the Solo 401(k), Prohibited Transaction Scenerio, and more | Client Q&A

In today's episode, IRA Financial's Adam Bergman, Esq. discusses what an Inherited IRA is and how the the Inherited IRA rollover rules work.

Episode 153 - Inherited IRA Rollover Rules

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about how an S corp works with a Solo 401(k) plan owned by an LLC, investing in Rolexes with an IRA, and using a Solo K to pay for business legal costs.

The Solo 401(k) and S Corp, Investing in Rolexes with an IRA, and more | Client Q&A

In today's episode, Adam Bergman, Esq., discusses whether or not you can perform any services for an IRA-owned investment and be compensated for it.

Episode 155 – Can My IRA Pay Me?

In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust with an IRA investment, receiving a 1099 for an IRA LLC investment, and hiring someone to manage IRA LLC investments.

Using a Trust in an IRA Joint Venture, 1099 for an IRA LLC Investment, and more | Client Q&A

In today's episode of Adam Talks, Adam Bergman, Esq. discusses two new IRS rules - the catch-up contribution rules for 401(k) plans, and a proposal to force crypto dealers to report transactions.

Episode 406 - 2 New IRS Rules on Roth 401(k)s & Cryptos You may have Missed

In today's episode, Adam Bergman, Esq., explains the accredited investor rules which allows one to invest in more sophisticated investments and if you IRA can be deemed one.

Episode 163 - Is my IRA an Accredited Investor?

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.

Episode 170 - Adding a Member to a Self-Directed IRA LLC

In this episode of Adam Talks, Adam Bergman, Esq. will discuss the Corporate Transparency Act, which will go into effect next year, what you need to do, and who must comply.

Episode 416 - Not a very Happy New Year for Your LLC or Corporation

Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!

New tracks tagged #IRS Rules