Podcast Ira Financial Group Blog

IRA Financial Group’s Adam Bergman discusses a recent release by the DOL on Wells Fargo 401(k) Rollover practices and why rollovers are so important.

IRA Financial Group’s Adam Bergman discusses how the U.S. retirement system is one thing that the government has gotten right and why you don’t see much debate in Congress about it.

IRA Financial Group’s Adam Bergman discusses how you can lower your health care costs and boost your savings with a Health Savings Account (HSA), how it works and how you can set up an account.

IRA Financial Group’s Adam Bergman discusses the new SEC Fiduciary Rules and the potential impact on your IRA.

IRA Financial Group’s Adam Bergman discusses what you need to know if you are thinking about investing your retirement funds in collectibles, why the IRS prohibits investing an IRA or 401(k) in collectibles and what types of investments get defined as collectibles by the IRS.

IRA Financial Group’s Adam Bergman discusses how you know if the 401(k) rollover that you just did from your former employer was done properly and does not require a tax payment.

IRA Financial Group’s Adam Bergman discusses the idea that if you make too much money you can’t have a Roth IRA and have no options and how you can legally do a backdoor Roth IRA.

IRA Financial Group’s Adam Bergman discusses what you absolutely need to know if you are self-employed or a small business owner and thinking about retirement.

IRA Financial Group’s Adam Bergman discusses whether buying a car with a Self-Directed IRA is a prohibited transaction or not and if a car can be considered an investment based on the rules in the Internal Revenue Code.

IRA Financial Group’s Adam Bergman discusses the five things you absolutely need to know if you are looking to use retirement funds to buy real estate.

IRA Financial Group’s Adam Bergman discusses the tax return deadline and retirement planning tips.

IRA Financial Group’s Adam Bergman discusses whether you should make a pre-tax IRA or Roth IRA contribution, as well as if you should do a Roth IRA conversion.

IRA Financial Group’s Adam Bergman discusses the recent IRS numbers regarding audits of retirement accounts, which were released by the IRS earlier in 2018.

IRA Financial Group’s Adam Bergman discusses a recent case called Mazzei v. Commissioner, which deals with Roth IRAs and foreign sales corporations.

IRA Financial Group’s Adam Bergman discusses an update to the regulations surrounding the cryptocurrency market, from the Retirement Industry Trust Association Spring 2018 Conference in Washington, D.C.

IRA Financial Group’s Adam Bergman discusses the Coverdell Education Savings Account and the ability to self-direct it.

IRA Financial Group’s Adam Bergman discusses the recent regulation by the SEC on Initial Coin Offerings and what it means for Self-Directed IRA investors.

IRA Financial Group’s Adam Bergman discusses the March 15th, 2018 Fifth Circuit Court of Appeals strike down of the DOL Fiduciary Rule for IRAs.

IRA Financial Group’s Adam Bergman discusses the three essential things one should consider before using an IRA to buy Bitcoin and other cryptocurrencies.

IRA Financial Group’s Adam Bergman discusses the decision by a Federal Judge on March 6th, 2018 that says that cryptocurrencies are a commodity and what this means for Bitcoin IRA investors and other retirement accounts that invest in cryptocurrency.