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Basics of IRA Taxation & Investment Rules

SKU: TAX6600
Total Credits
1.5 - 2
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This CLE course will provide a detailed review of the basic taxation rules of all IRAs, including the Traditional IRA, Roth IRA, SEP IRA, and SIMPLE IRA and will also cover the prohibited transaction and unrelated business taxable income rules as they apply to retirement accounts.

The course will explore the history of the U.S. retirement system, concept of tax deferral, as well as detail the contribution, distribution, and other related tax rules regarding each specific IRA. The course will then explore investment trends in the IRA world, including the emergence of alternative asset investments, such as real estate and cryptocurrency.

Lecturer Bio

Adam Bergman

Adam Bergman is a the founder and CEO of IRA Financial Technologies, a custodian and leading provider on self-directed retirement plans. Mr. Bergman is also the owner of two leading pension administration IRA Financial Group and IRA Financial Trust are the market's fastest growing providers of self-directed retirement plans. IRA Financial has helped over 17,000 clients take back control over their retirement funds and invest over $4.6 billion of retirement funds into alternative asset investments.

He is the author of 8 books on self-directed retirement plans and a leading voice in the self-directed retirement market. He is a frequent contributor to and is a member of the Forbes Finance Council.

He has been interviewed on CBS News and has been quoted in over one hundred and thirty major news publications—among them Businessweek, CNN Money, Forbes, Bloomberg, USA Today, and American Lawyer— in the area of retirement tax planning.

Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.

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