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How The New Proposed Tax Bill Can Impact Your Retirement Account

SKU: TAX6700
General Credits
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This CLE Course will provide in detail the key provisions impacting retirement accounts such as:

  • $10 million Cap on retirement accounts if your income is above $450,000.
  • The elimination of the Backdoor Roth IRA. If you are above the above-mentioned income limits, you can no longer convert to a Roth IRA..
  • The elimination of the Mega Backdoor Roth strategy. No longer can you contribute after-tax funds into your workplace plan, or convert after-tax contributions to an IRA. This applies to everyone!
  • The prohibition of holding assets that require accredited investor status with IRA funds. For example, you couldn’t use your IRA to invest in private placements.
  • The prohibition from using your IRA to invest in any entity you own more than 10% or serve as an officer.
  • Extend the statute of limitations from three to six years on IRAs, giving the IRS more time to find asset valuation and prohibited transaction violations.
  • Provide the IRS with approximately $80 billion to help them with tax enforcement and update information technology.

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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