IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.
Episode 415 - Inside the 2024 Income Tax Rates
In this episode of Adam Talks, Adam Bergman, Esq. will review the new 2024 income tax rates, comparing them to this year's brackets, and some tax planning ideas for the new year.
Episode 414 - Starting A Business - The Secret Silicon Valley Way
In this episode of Adam Talks, Adam Bergman, Esq. discusses the Peter Thiel strategy of using Roth IRA funds to invest in founder's stock for your new business.
Episode 413 - A New Incentive to Contribute to a 401(k)
In this episode of Adam Talks, Adam Bergman, Esq. discusses changes to FAFSA for student aid. 401(k) contributions will no longer be considered income meaning you can qualify for more relief.
Episode 412 - How the US Retirement System Rates Against the World
In this episode of Adam Talks, Adam Bergman, Esq. discusses a new report that ranks the retirement systems of different countries around the world, and how the US can do better.
Episode 411 - LLC Owners Alert: The Government is Coming
In this episode of Adam Talks, Adam Bergman, Esq. discusses new rules, which may go into effect as soon as January 1, 2024 from FinCEN, that will require anyone with control of an LLC to report beneficial ownership of the business to FinCEN and the IRS. Will this new rule impact retirement savers who use an LLC?
Episode 410 - Help on the Way to Pay for Your Medical Bills
In this episode of Adam Talks, Adam Bergman, Esq. discusses new legislation, the HSA Modernization Act and HSA Improvement Act, which would double the amount you can contribute to a Health Savings Account.
Adam and his firm are excellent.
Thanks for all the insights Adam—all the content and underlying emphasis to save for retirement is very much appreciated!