Best Irs Rules podcasts we could find (Updated August 2019)
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Life with inSight is a life insurance sales podcast series designed for busy financial professionals. In a short amount of time, you can learn about important industry topics from subject matter experts. Tune in today to hear more about how these important issues can impact financial, estate and business planning and sales of life insurance products and services.
 
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Talking Tax
Monthly+
 
We cover tax issues from Capitol Hill to the courts and the IRS.
 
Retire With Purpose is a podcast that prepares you for retirement. It's a show designed for those retirees and pre-retirees looking to maximize their financial efficiency and fulfill their life’s purpose during their retirement years. Based on Casey’s experience offering financial consultation to thousands of individuals across the US, it could mean doubling your retirement income, cutting your taxes in half, or both! Casey shares thoughts and ideas from today’s premier experts in the field ...
 
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Adam Bergman Talks
Weekly+
 
Prior to founding the IRA Financial Group and IRA Financial Trust Company, leading providers of self-directed IRA & 401(k)plans for alternative asset investments, I worked as a tax and ERISA attorney at some of the world’s most prestigious law firms, such as White & Case LLP.
 
New Independent Music, Blogs and Podcasts
 
Progressive politics and social commentary - thoughtful, witty -- maybe even edgy? Join progressive bloggers Rutherford Lawson and Sandi Behrns as they tackle the week in politics.
 
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This week's retirement reading is from Fox Business, titled Pending Retirement Rule Could Make the IRS Your Biggest IRA Beneficiary, Expert Warns. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/68 Sign Up to Casey's Weekend Reading Email! Sifting ...…
 
At some point in almost every single client meeting, we get asked how much health insurance is going to cost, what Medicare costs, how to prepare for long-term care expenses, what to budget for, and what additional coverage they should get. The healthcare space is extremely complex, and that’s why Dr. Katy Votava is highly educated within it. A ...…
 
In this episode of the podcast, we're continuing the conversation we started last week. This is part 2 of a 4-part series covering the Principles of Retirement Planning. Today is all about the 3 worlds of investments. Today's episode can also be accessed by visiting RetireWithPurpose.com/72 Sign Up to Casey's Weekend Reading Email! Sifting thro ...…
 
Some complicated tax issues face Congress when lawmakers return after Labor Day. Extenders—those expired or about-to-expire temporary tax breaks for specific groups—remain in play big-time in both House and Senate. The House Ways and Means Committee has passed an extenders package, and Sen. Chuck Grassley (R-Iowa) says he will make the issue a ...…
 
IRA Financial's Adam Bergman discusses the Trade War between the US and China, and it's impact on self-directed retirement accounts.By Adam Bergman Talks.
 
Over the next month, we're going to be talking about some of the fundamental principles that will affect your retirement - and we're starting today by tackling the topic of risk. More specifically, there's 3 things that you need to focus on when discussing risk. Find out more during today's conversation. Today's episode can also be accessed by ...…
 
The National Philanthropic Trust calls donor-advised funds the most popular method of charitable giving—nearly a half-million accounts hold $110 billion in assets. Now a court fight between a wealthy family and a fund to which they donated stock may offer a look into how these funds work. Universities and community foundations run their own cha ...…
 
IRA Financial's Adam Bergman discusses why using a Self-Directed IRA is the best way to buy Bitcoin and other cryptocurrenciesBy Adam Bergman Talks.
 
Dr. Robert Delamontagne is a leading expert on the psychological aspects of retirement. He’s the author of the Retiring Mind series of books, in which he helps people manage the negative psychological effects they experience after retiring. In today’s episode of the podcast, we’re digging deep into two books in the series. The first of these is ...…
 
This week's retirement reading is from Forbes, titled How Does Sequence Of Returns Risk Impact Your Retirement? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/69 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conf ...…
 
Countries around the world are talking about taxing the revenue of giant digital-business companies. In July, France became the first European country to enact a digital services tax—immediately drawing the ire of U.S. officials. The U.S., home of digital giants like Amazon.com Inc., wants France and other countries to wait for a global agreeme ...…
 
The Supreme Court in June threw out North Carolina’s taxation of a family trust’s income because the trust didn’t have enough of a connection to the state. The decision, in the case of the Kimberley Rice Kaestner 1992 Family Trust, didn’t give trust and estate attorneys as much instruction as many wanted with respect to state taxation of trusts ...…
 
IRA Financial's Adam Bergman discusses the many ways you can tap your 401(k) plan to pay for personal expenses.By Adam Bergman Talks.
 
IRA Financial's Adam Bergman discusses the impact of the SECURE Act on Stretch IRAs and whether the government will change current rules.By Adam Bergman Talks.
 
Everyone wants to live a life of significance - and few people know this better than Dean Niewolny. Dean is the CEO of the Halftime Institute, where he helps people expand their own "first half" success and skills into passion and purpose for meeting human needs and making a difference. In his book Trade Up, Dean takes readers through your "Hal ...…
 
This week's retirement reading is from CNBC, titled I retired at 34 with $3 million—here are 5 downsides of early retirement. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/66 Sign Up to Casey's Weekend Reading Email! Sifting through the copious ...…
 
Effective auditing of companies' financial statements is important for investor confidence, but Chinese companies traded in the U.S. don't get U.S. oversight of their audits as other companies do. And that could be a risk for investors. The Public Company Accounting Oversight Board, the U.S. audit regulator created to restore confidence in fina ...…
 
IRA Financial's Adam Bergman discusses the new IRS tax legislation for cryptocurrencies, the first of it's kind since 2014.By Adam Bergman Talks.
 
This week's retirement reading is a little different. Casey is discussing a handful of articles, including "Can Your Clients Pass the Earnings Test?", "White House Considers Capital Gains Tax Break that Would Benefit the Wealthy", and "The Rolling Stones Know What You Need: An Annuity". Listen in as he breaks down each article and shares what h ...…
 
When Congress put a $10,000 cap on the amount of state and local taxes individuals can deduct from their federal income taxes, high-tax states tried to fight for their residents in a couple of different ways. One way—charitable funds that earned people state tax credits for donations—got shot down by the IRS. But states have tried another kind ...…
 
George Kinder is the father of life planning. Through this unique methodology, he helps retirees discover their deepest and most profound goals. He helps them to pursue their aspirations, discuss and resolve obstacles, create concrete financial plans, and provides ongoing guidance as they accomplish their objectives. George has published three ...…
 
This week's retirement reading is from Financial Planning, titled Beware the 'Widow's Penalty' Tax Trap. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/63 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicting ...…
 
IRA Financial's Adam Bergman discusses the 2018 IRS audit numbers and the possibility that your retirement plan will be scrutinized.By Adam Bergman Talks.
 
IRA Financial's Adam Bergman discusses Facebook's new "cryptocurrency" called Libra and how it will impact investors.By Adam Bergman Talks.
 
This week's retirement reading is from Yahoo Finance, titled Why the Buying Power of Social Security Benefits Has Plummeted. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/62 Sign Up to Casey's Weekend Reading Email! Sifting through the copious a ...…
 
Michael Desmond became the Internal Revenue Service’s chief counsel earlier this year as the agency was well into implementing the complex 2017 tax code overhaul. In a wide-ranging conversation with senior editor Colleen Murphy June 27 at the Bloomberg Tax Leadership Forum in New York, Desmond expressed encouragement at the hiring of “energized ...…
 
Dr. Gerry Herbison of the American College of Financial Services discusses the challenges financial professionals often face in taking their practice to the next level and the value of true leadership skills that need to be developed in order to help team members be optimally productive. IU-2427814 (2/19) (Exp 2/21)…
 
Jean Chatzky is the financial editor for TODAY. By working hard, interviewing some of the brightest minds in the field, building relationships, learning from others, and talking to smart people for a living, she’s developed a unique and highly accessible approach to teaching financial literacy, especially for women. In Jean’s new book, Women wi ...…
 
This week's retirement reading is from Kiplinger, titled How Worried Should I Be About the 'Tax Torpedo'?. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/60 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflicti ...…
 
The U.S. Supreme Court’s 2018 South Dakota v. Wayfair decision upended a 26-year precedent that limited a state’s authority to tax goods being sold across state lines. A year later, states have amended their laws to target remote sellers and online sales platforms like Amazon.com Inc. Bloomberg Tax reporter Ryan Prete spoke with Diane Yetter, f ...…
 
IRA Financial's Adam Bergman discusses the impact of Bitcoin hitting $9,000 and what it means for retirement account investors.By Adam Bergman Talks.
 
This week's retirement reading is from Financial Planning, titled SEC Passes Regulation Best Interest, but Fiduciary Rules Could Make a Comeback. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/59 Sign Up to Casey's Weekend Reading Email! Sifting ...…
 
The 2017 tax law lowered the corporate tax rate to 21%. That has some companies taking a look at their corporate structure and asking: Is a C corp better? "We have the conversation a lot," said Elizabeth Stieff, a tax attorney with Venable LLC in Baltimore. Stieff said clients see this great 21% tax rate and they want to take advantage of it. B ...…
 
IRA Financial's Adam Bergman discusses the craziest investments he has seen people make using their retirement funds.By Adam Bergman Talks.
 
Richard Kado is the president of Genesis Financial Development. As part of the team that created the first fixed index annuity, he holds 15 patents on annuity products - more than anyone else in the marketplace - and works closely with Annexus to produce new fixed income products. At nearly 70, he’s still doing the work he loves in what he call ...…
 
This week's retirement reading is from Forbes, titled What You Need To Know About Washington State's Public Long-Term Care Insurance Program. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/57 Sign Up to Casey's Weekend Reading Email! Sifting thro ...…
 
The OECD released a blueprint for how to rewrite global tax rules. The group hopes to get international consensus around proposals to set a global minimum tax and reallocate more of companies’ taxable profits to countries where their consumers are located. The Organization for Economic Cooperation and Development wants to get 129 countries to a ...…
 
IRA Financial's Adam Bergman discusses the new SEC Fiduciary Rule and how it will impact your retirement accounts.By Adam Bergman Talks.
 
Join us as AXA’s Tom McGlynn interviews Steve Oshins Esq., AEP (Distinguished) on the vital importance of state income tax planning through the implementation of various types of trusts. Learn how to use this information to help your clients plan for their future and how life insurance plays a critical role in maximizing estate distribution. IU ...…
 
This week's retirement reading is from Forbes, titled Could These Two Mega Trends Crush Your Retirement Plan? Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/56 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of confli ...…
 
American workers are cashing in on their side hustle, picking up small jobs through Task Rabbit, driving for Lyft, or selling jewelry on Etsy. But they owe taxes on that work. And many of these self-employed workers are under-reporting their income to the IRS. It’s contributing to an estimated $450 billion tax gap. Annette Nellen, who directs t ...…
 
IRA Financial's Adam Bergman, discusses the SECURE Act and how it may impact your retirement savings, including MEP plans, the Stretch IRA and the RMD age.By Adam Bergman Talks.
 
Lots of retirement research comes from people who are trying to sell you products, but David Blanchett is not that kind of researcher. A CFP, CFA, and PhD, David is Adjunct Professor of wealth management at The American College of Financial Services, a leading contributor to the Wealth Management Certified Professional® (WMCP®) designation prog ...…
 
This week's retirement reading is from Kiplinger, titled Retirees, Weigh a Pension Lump Sum Offer Carefully. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/54 Sign Up to Casey's Weekend Reading Email! Sifting through the copious amount of conflic ...…
 
The retail industry is grappling with a new set of tariffs on about $200 billion of goods coming in from China. David French, senior vice president of government relations for the National Retail Federation, said the tariffs first costs businesses and then hit consumers. French spoke with Bloomberg Tax reporter Siri Bulusu about how businesses ...…
 
IRA Financial's Adam Bergman discusses the Suspicious Activity Reports (SARS) linked to Donald Trump and Jared Kushner and when SARS are usually filed.By Adam Bergman Talks.
 
This week's retirement reading is an article Casey wrote for Forbes, titled Confessions of a Financial Advisor: 3 Mistakes to Avoid. Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visiting RetireWithPurpose.com/53 Sign Up to Casey's Weekend Reading Email! Sifting through the c ...…
 
As countries across the globe debate whether to tax digital transactions, companies and their tax planners need to be prepared for a shifting tax landscape and a more transparent marketplace. India was among the first to adopt a digital tax and France is currently debating a similar move. Mansi Seth, a tax lawyer with Dechert LLP, calls it a ne ...…
 
IRA Financial's Adam Bergman discusses whether or not you can invest in cannabis with your retirement funds.By Adam Bergman Talks.
 
John Israel is the author and founder of The Mr. Thank You Project: A Journey to Elevate the Level of Gratitude on the Planet … One Card at a Time. Over the course of one year, John wrote five handwritten Thank You cards a day, every day, for 365 straight days. In a world that many believe is less grateful and appreciative than ever before, Joh ...…
 
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