On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?
18 Oct 2024
Health Savings Accounts | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?
11 Oct 2024
Prohibited Transactions #10 | Client Q&A
On this week's episode, the final installment of this prohibited transaction ten-part series, IRA Financial's Adam Bergman Esq. answers the most important question - what are prohibited transactions, and how you can avoid them.
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Apple Podcasts (US)
5.0 / 5
3 ratings
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