Adam Bergman - IRA Financial - Page 14 of 15

Inherited IRAs – Everything You Need to Know in 2025 & Beyond

This guide will walk you through everything you need to know about inherited IRA rules for 2025, providing clarity on key regulations.

2026 Solo 401(k) Contribution Limits

For self-employed individuals and small business owners, a Solo 401(k) is a powerful tool to maximize retirement savings while enjoying significant tax advantages.

Socially Responsible Investing with an IRA

Socially responsible investing with a Self-Directed IRA allows you to align your retirement savings with your values without sacrificing financial performance.

Solo 401(k) and the UBIT Rules: What Investors Need to Know

One of the biggest advantages of using retirement funds—such as a Solo 401(k), 401(k), or IRA—to make investments is that,...

Hedge Fund with a Self-Directed IRA LLC

Using a Self-Directed IRA LLC To Invest in a Hedge Fund. The leading provider of Checkbook Control Self-Directed IRA LLC Plans.

Using a Loan with a Self-Directed IRA to Make an Investment

A Self-Directed IRA is a unique retirement solution that can be used to unlock a vast universe of investment opportunities...

Investing in Options Using a Self-Directed IRA

Trading in short-term options has become a popular investment strategy for many investors using personal funds. However, a growing number...

What is a Solo 401(k) Prohibited Transaction?

The Internal Revenue Code (IRC) & ERISA does not describe what a Solo 401(k) Plan can invest in, only what...

Self-Directed IRA Disqualified Persons

A Self-Directed IRA allows you to make alternative asset investments with your retirement funds. In other words, it gives you...

Solo 401k & ERISA – The Law

What is ERISA? The Employee Retirement Income Security Act of 1974 (ERISA), enacted September 2, 1974, is an American federal...