Podcast Ira Financial Group Blog

On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses $300k in tax credits. Tune in to learn how to save on taxes and start investing for your future!

A new years resolution to guarantee you tax free money. You can't miss this episode!

In this episode of Adam Talks, Adam Bergman, Esq. discusses all the numbers you need to know for 2024 regarding IRAs and 401(k) plans.

In this episode of Adam Talks, Adam Bergman, Esq. discusses the Corporate Transparency Act, that goes into effect next year, which requires all small businesses to file a Beneficial Ownership Interest report with FinCEN.

In this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court case, Moore v. United States, that is currently under review, that could change how "unrealized" income is taxed.

In this episode of Adam Talks, Adam Bergman, Esq. discusses a new court case ruling involving a $10 billion hedge fund and how limited partners are taxed.

In this episode of Adam Talks, Adam Bergman, Esq. will discuss tips to help you save on your taxes including harvesting losses, Roth conversions, maximizing your 401(k) contributions, and tax-free gifts to children.

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.

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.

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.

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.

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.

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?

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.

In this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth Solo 401(k) plan, and how you can still put away over $66,000 for 2022 if you filed an extension for your tax return. The deadline is October 15!

In this episode of Adam Talks, Adam Bergman, Esq. discusses two strategies utilizing the Roth IRA that will allow you to shelter your business profits from being taxed.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the Roth IRA conversion and how to pay no tax on it when receiving a tax deduction for a particular type of investment.

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.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new SEC rule which will impact investors that invest in private equity, hedge funds and similar assets.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses strategies for reducing your credit card debt using your IRA or 401(k) plan.