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The Impact of New IRS Rules on Self-Directed IRAs

As part of the gigantic $1.7 BILLION spending bill, the SECURE 2.0 Act introduces several important provisions that should help retirement savers across the nation. On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the impact that SECURE 2.0 will have on Self-Directed IRA retirement accounts, and how you should prepare. Join us LIVE on Wednesday, January 4th at 12PM EST! -- About IRA Financial: IRA Financial Group was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. During his years of practice, he noticed that many of his clients were not even aware that they can use an IRA or 401(k) plan to make alternative asset investments, such as real estate. He created IRA Financial to help educate retirement account holders about the benefits of self-directed retirement plan solutions. IRA Financial is a retirement account facilitator, document filing, and do-it yourself document service, n...
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WCI Podcast #300 - Introduction to the Secure Act 2.0

Today Dr. Dahle walks you through what changes are coming with Secure Act 2.0. He will take you through everything step by step to hopefully make sense of all of the changes for you. He also answers your questions about the backdoor Roth, estate planning, tax loss harvesting and more. If you want to read more about Secure Act 2.0 click the link: What’s changed in healthcare? The opportunities, the lifestyle, and you. Your needs, wants, and goals are probably different than they were five years ago. Now’s the perfect time to explore locum tenens opportunities. Start your research at an unbiased, educational resource. You’ll hear true stories from physicians, learn about specialty trends, compare locums agencies, and more. Locums could be an essential part of a career that adapts to your needs. Visit The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and re...
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BREAKING: Two BIG Problems with the New SECURE 2.0

Overnight Congress released new version of SECURE 2.0 as part of the omnibus. It may pass this week. The proposed law has several problems. One of them is it over relies on employer plans for YOUR retirement. A second is it introduces wage limits on certain parts of 401(k) plans, which is a bad idea and opens the door to make 401(k)s even more complicated. 00:00 Introduction 01:22 Wrong Approach 04:04 Income Limits in 401(k)s! 07:14 What's Next? The full omnibus bill text is here (SECURE 2.0 starts on page 2046): I've tweeted about various aspects of SECURE 2.0. You can follow me here: At 05:57 I said "IRA" when I meant to say "401(k)". Sorry! I have a plan for reforming American's retirement tax laws: This video, the show notes, description, and any comments are for educational purposes only. They do not constitute tax, legal, financial, and/or investment advice for any person. Consult with your own advisors regarding your own matter...
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