Adam Talks: Recent Episodes
Adam Bergman
Adam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I’m sharing my biggest mistakes and insights so you can maximize your savings today.
Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!"
Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups!
Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles.
Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what’s new, what’s the same, and how it impacts your savings strategy!
Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected!
As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could mean for the self-directed investing landscape in the coming four years.
Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights.
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines!
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Beneficial Ownership Interest (BOI) rules and if you need to file the form for your Self-Directed IRA.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a recent Tax Court case centered around the importance of understanding the passive activity loss rules under Section 469 of the Code.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the recently released regulations about required minimum distributions (RMDs) and the difference between eligible and non-eligible beneficiaries.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses an upside to a market crash and that is the ability to perform a Roth IRA conversion of a distressed asset.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his latest book, Mastering the Self-Directed IRA, the ninth book he has written on self-directed retirement plans and tax planning strategies.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., asks the question, with President Biden stepping down from running for re-election, what would a Kamala Harris presidency mean for your IRA and other retirement-related issues?
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three ways one can fund a Self-Directed IRA: direct contribution, IRA to IRA transfers, and 401(k) to IRA rollovers, and the rules for each.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the potential impacts of the upcoming presidential election on individual retirement accounts and the proposed policies of both candidates.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a Supreme Court case ruling that overturned the doctrine of Chevron and that courts should rely on their own interpretation of ambiguous laws.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the five-year retirement plan and why quick-fix retirement strategies don't work; time and tax deferral are the essential keys for unlocking retirement wealth.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses unrelated business taxable income, UBIT or UBTI, how the tax may affect your investments, and why it's not as bad as you might think.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses non-compete agreements and the impact new legislation could have on business-employee relationships.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).
On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.
On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.
On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.
On this episode of Adam Talks, Adam Bergman, Esq. discusses how FDIC insurance pertains to your Self-Directed IRA investment; Adam will also share his thoughts on the IRS Direct File Pilot program.
On this week's episode of Adam Talks, IRA Financial's founder Adam Bergman discusses a Supreme Court Case that may change the future of our tax system. How does this affect you? Tune in to find out!
April 15th may have passed, but you could still qualify for a MASSIVE tax deduction. Want to know more? IRA Financial's Adam Bergman breaks down everything you need to know.
On this episode of Adam Talks, IRA Financial's founder Adam Bergman shares how you can contribute over $90K to your Solo 401(k). Did you know this tip? 🤔
In this episode of Adam Talks, IRA Financial's founder Adam Bergman shares his top tips for those looking to maximize their business. From one CEO to another, this video is for you! Adam also provides an update on the ongoing legislation about the CTA! Previous podcast episode: https://youtu.be/ihbQFhtwb-8
In this episode, Adam Bergman, IRA Financial founder compared SEP IRA to the Solo 401(k).YouTube: https://youtu.be/nS9MXTw2ctIBooks: https://a.co/d/7mrTOJj
In this episode, Adam Bergman, IRA Financial founder discusses how Open AI effects start-ups. Learn how this impacts your business!
In this episode, Adam Bergman, IRA Financial founder discusses big tax changes coming soon. Learn how these tax changes will impact your finances.
On this episode of Adam Talks, IRA Financial Founder Adam Bergman discusses the future of Self-Directed investing.
On this episode of Adam Talks, Adam Bergman, founder of IRA Financial discusses why Self-Directed IRA fees really do matter. Tune in to learn more!
In this episode of Adam Talks, IRA Financial founder, Adam Bergman discusses the impact of Elon Musk's legal battle in Delaware. While Delaware has traditionally been known for its business-friendly legal environment, Elon Musk's recent case may have changed that. Tune in to learn more!
On this episode of Adam Talks, Adam Bergman, IRA Financial founder discusses how you can use your IRA to invest in real estate tax-free!
In this episode, Adam Bergman informs viewers of how the government messed up and now allows you to get a $1,500 tax credit when opening a Solo 401(k). Learn how you can benefit today!
Join IRA Financial founder Adam Bergman as he discusses how to live off your IRA or 401(k) tax free!
In this episode, IRA Financial founder Adam Bergman discusses Self-Directed IRA investments for 2024. Tune in and learn how to diversify your retirement!
On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses $300k in tax credits. Tune in to learn how to save on taxes and start investing for your future!
In this episode of Adam Talks, Adam Bergman, Esq. discusses all the numbers you need to know for 2024 regarding IRAs and 401(k) plans.
In this episode of Adam Talks, Adam Bergman, Esq. discusses the Corporate Transparency Act, that goes into effect next year, which requires all small businesses to file a Beneficial Ownership Interest report with FinCEN.
In this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court case, Moore v. United States, that is currently under review, that could change how "unrealized" income is taxed.
In this episode of Adam Talks, Adam Bergman, Esq. discusses a new court case ruling involving a $10 billion hedge fund and how limited partners are taxed.
In this episode of Adam Talks, Adam Bergman, Esq. will discuss tips to help you save on your taxes including harvesting losses, Roth conversions, maximizing your 401(k) contributions, and tax-free gifts to children.
In this episode of Adam Talks, Adam Bergman, Esq. will discuss the Corporate Transparency Act, which will go into effect next year, what you need to do, and who must comply.
In this episode of Adam Talks, Adam Bergman, Esq. will review the new 2024 income tax rates, comparing them to this year's brackets, and some tax planning ideas for the new year.
In this episode of Adam Talks, Adam Bergman, Esq. discusses the Peter Thiel strategy of using Roth IRA funds to invest in founder's stock for your new business.
In this episode of Adam Talks, Adam Bergman, Esq. discusses changes to FAFSA for student aid. 401(k) contributions will no longer be considered income meaning you can qualify for more relief.
In this episode of Adam Talks, Adam Bergman, Esq. discusses a new report that ranks the retirement systems of different countries around the world, and how the US can do better.
In this episode of Adam Talks, Adam Bergman, Esq. discusses new rules, which may go into effect as soon as January 1, 2024 from FinCEN, that will require anyone with control of an LLC to report beneficial ownership of the business to FinCEN and the IRS. Will this new rule impact retirement savers who use an LLC?
In this episode of Adam Talks, Adam Bergman, Esq. discusses new legislation, the HSA Modernization Act and HSA Improvement Act, which would double the amount you can contribute to a Health Savings Account.
In this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth Solo 401(k) plan, and how you can still put away over $66,000 for 2022 if you filed an extension for your tax return. The deadline is October 15!
In this episode of Adam Talks, Adam Bergman, Esq. discusses two strategies utilizing the Roth IRA that will allow you to shelter your business profits from being taxed.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the Roth IRA conversion and how to pay no tax on it when receiving a tax deduction for a particular type of investment.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses two new IRS rules - the catch-up contribution rules for 401(k) plans, and a proposal to force crypto dealers to report transactions.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new SEC rule which will impact investors that invest in private equity, hedge funds and similar assets.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses strategies for reducing your credit card debt using your IRA or 401(k) plan.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the IRS attack on Steven Cohen to pay millions in self-employment tax from hedge fund investments, and how this may impact you.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses Notice 2013-14, which offers guidance about how crypto staking is taxed and how it affects your IRA.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new bankruptcy case regarding co-mingling IRA funds and the loss of the IRA exemption from creditors.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the debt downgrade from AAA to AA+ and how it will impact your IRA investing strategy.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses XRP's partial victory over the SEC arguing that XRP is not a security or investment contract when consumers purchase it on an exchange.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the Kraken-IRS battle, the John Doe summons, and the overreach of the IRS in terms of getting your crypto trading history.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses two ways (using a Roth retirement plan or the ROBS solution) you can sell a business you own and not pay taxes.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new bill that will make it easier for people to be considered an accredited investor allowing them more investment opportunities.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses Private Letter Ruling 202322014 and why you need to keep your IRA beneficiary form updated.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the five-year Roth rule, which is key for taking tax-free distributions during retirement.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses some investments for your Self-Directed IRA in light of a high interest rate environment.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses IRA Financial's audit protection for self-directed retirement plans and why it was ranked number 1 by Investopedia for the 4th consecutive year.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the possible impact of the AI-based ChatGPT on the Self-Directed IRA world.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses your retirement plan options if you contribute to a workplace 401(k) but also have self-employment income.
In today's episode of Adam Talks, Adam Bergman, Esq. provides an update on the Inherited IRA rules and explains what you need to know if you are a beneficiary of an IRA.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the 60-day rollover rule, an underutilized way to gain tax-free, temporary access to your IRA funds.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses qualified small business stock and how you can receive a $10+ million tax exclusion when you sell your business.
In today's episode of Adam Talks, Adam Bergman, Esq. discusses the newly released IRS audit data regarding retirement plans.
In today's episode of Adam Talks, Adam Bergman, Esq. reviews the new IRS budget and how it's going to impact IRAs and 401(k) plans.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the hit series, Succession, and an unexpected inheritance of an IRA.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the possible end of Social Security, and how you can start preparing for it right now.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses IRS Notice 2023-27 regarding nonfungible tokens (NFT) and how they may be treated for tax purposes.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses Silicone Valley Bank (SVB) and the "mini banking crisis" and how that has impacted Bitcoin and your retirement account.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses what I-Bonds and T-Bills are and how you can invest in them with your retirement account.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses tax filing rules and deadlines for a Self-Directed IRA, whether you are a single member LLC, multiple member LLC (partnership) or a different entity.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can block UBIT which is a tax that affects certain Self-Directed IRA investments.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can start a Roth IRA for your minor child and the rules surrounding funding of the plan.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the most important items an entrepreneur should consider when starting a business, including funding and entity types.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Roth IRA, and the best way to amass tax-free retirement savings fast.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses several pieces of legislation that some states have already enacted that are forcing businesses to offer retirement plans.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Top 10 tax cheats of 2022 as per the IRS, along with details about a law change regarding business meals.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a new FTC-proposed rule which would ban the use of non-compete clauses for employees.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the updated numbers just released about IRS audit numbers for the 2022 fiscal year, and the likelihood you will get audited.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a provision in SECURE Act 2 that discusses prohibited transactions and how they affect you if you have multiple IRAs.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses SECURE 2.0, which includes numerous provisions related to retirement plans
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some helpful tips that real estate investors, especially landlords, need to consider for 2023 based off the macro-economic conditions that are impacting us.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. reviews the 2022 IRA and 401(k) contribution limits and discusses the limits and deadlines for every scenario.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains how you can lower your taxable income using a Solo 401(k) if you are self-employed or have a small business with no full-time employees.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. introduces a new concept about who is in the best position to regulate the cryptocurrency market.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the recent midterm elections and how the divided government may impact your taxes for the next couple of years.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can possibly use your retirement funds to buy a house.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. provides an update about possible retirement legislation that should be passed in the near future.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains how angel investing works and how to use a Self-Directed IRA to invest in startups and other funding opportunities.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses changes the IRS made to the Form 1040 regarding digital assets, including NFTs, and what that may mean for retirement investors.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains how you can stretch your retirement money if you decide to move out of the States and live abroad.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains Environmental, Social, and Governance (ESG) investing and discusses if the government should have a say in what you invest in.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a recent court case where a person who was delinquent on his taxes had his passport revoked!
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses ways to tap your retirement account without getting hit with the early distribution penalty.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the different types of entities used for a business, the pros and cons of each, and how to choose the best one for your start-up.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the differences between a Roth conversion and the Backdoor Roth IRA strategy used by high-income individuals.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the tax deductions you can still claim if you have self-employment income and filed an extension on your tax return.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses whether or not it's right or wrong for some households to receive student loan relief.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Backdoor Roth IRA, a solution for high income Americans to get funds into the tax-advantaged account, and whether or not it is still a legal strategy in 2022.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the current real estate market and whether or not we're in a housing recession, and how to best use retirement funds to invest.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses one of the provisions in the Inflation Reduction Act, $80 billion going to the IRS, and how it may impact Self-Directed IRA investors.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the most tax-efficient ways to use retirement funds to deal with rising costs due to inflation.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Self-Directed IRA LLC with Checkbook Control, and what you should be aware of.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses why starting a business during a tough economic environment may be the best time to do it.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the financial crisis from 2008-09, the lessons we've learned from it, and how to apply it to your Self-Directed IRA in today's world.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the annual list of tax scams you should be aware of that was recently released by the IRS.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a recent court case, TBS Props. v. United States, alter ego, and how the Court's decision could affect how protection of your assets could be affected.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new retirement bill that was just released by the Senate, the provisions inside it, and when we can expect a final bill.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the controlled group rules for 401(k) retirement plans, and why you cannot exclude employees from utilizing the plan.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses kids getting summer jobs, how they are taxed, and, of course, why they should start putting aside money for retirement.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how to "Peter Thiel" your Roth IRA, explain exactly what that means, and the benefits of doing so.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the latest audit trends found on the recently released Government Accountability Office (GAO) report.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses digital real estate, what it is and if you can invest in it with your Self-Directed IRA retirement funds.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Unrelated Business Taxable Income tax rules and how you can avoid them with your Self-Directed IRA or Solo 401(k) plan.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the current bear market, and how a Roth conversion may be a good option since many assets are depressed this year.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can use your retirement funds to help alleviate the cash flow squeeze you may be suffering from due to inflation.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's proposed billionaire tax, that may affect more than just billionaires because of the way the tax is imposed.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the IRS rules, specifically FBAR, when you own foreign assets in your IRA.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the best way to maximize social security, and why it's best to wait to claim it if you can.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the rising cost of living due to inflation, and how your 401(k) can help absorb some of these costs.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible new required minimum distribution (RMD) rules that may complicate retirement strategies.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the advantages of starting a Roth IRA for your kids and how to do it.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. is joined by certified blockchain architect, and founder of Token Foundry, Ken Gendrich, to explain the cutting edge technology behind cryptocurrency and other popular projects.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. explains why you should ask about your retirement funds when you leave a job.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some positive retirement law changes that could be coming this year via the "SECURE 2.0" Act.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. covers two unique topics. First he compares the SEP IRA and Solo 401(k), and which one is better for your business. Also, the IRS now wants to know if you use a mobile app, such as Venmo or Zelle, to collect more than $600 for commercial use during the year.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 2022 IRA and 401(k) contributions limits and other changes for the year, which is the first thing you should consider before you can invest.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the pros and cons of the Roth conversion and why you may want to consider one before the end of the year.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. revisits the Backdoor Roth IRA strategy, that was set to be eliminated by the Build Back Better Act, which is now dead courtesy of Senator Manchin of West Virginia.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a FinCEN Notice of Proposed Rulemaking that would require entities to disclose info about their owners, to help curb illicit activities while hiding behind a "shell corporation."
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses tax and retirement planning strategies as we approach the end of the year. December 31 is the last day you can take advantage of many tax-saving opportunities.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a recent court case that could impact Bitcoin investors, specifically, storing them on a cold wallet.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Build Back Better Act and whether or not you should consider a Roth conversion.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the recently-approved Bitcoin Strategy ETF, and how it compares to the Gold ETF.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 401(k) and IRA contribution limits for next year, and discusses how to best save for retirement.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses Roth conversions, and the idea that the government can change the rules at any time, as seen in the original tax proposal. Are Roths worth the risk of a bait and switch?
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible tax increases for any IRA owner, despite the Biden promise of no higher taxes for the average American.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the rise of inflation and the impact on your assets and your retirement accounts.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses retirement strategies for the self-employed and how the latest tax proposal may affect how you save.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses his thoughts about how you can save on taxes based on provisions, both good and bad, in the proposed tax bill.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses provisions in proposed tax bill and how they affect Roth accounts.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. updates everyone on the tax proposal presented last week, and why it's concerning for Self-Directed IRA investors.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Ways and Means Committee's tax proposal and how the retirement provisions affect Self-Directed IRA investors.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. shares some personal stories and thoughts about the 9/11 terrorist attacks as we approach the twentieth anniversary.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some possible new tax laws that could be introduced in the near future.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a few tax provisions that are in President Biden's infrastructure bill and what they mean for us.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new tax proposals, which could eliminate the step up in basis, which is in addition to the estate tax, meaning a higher tax bill upon your death.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the carried interest rules, and why they may go away thanks to a new proposal, and what that means for investors.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. revisits the Roth IRA cap, which could become a reality, as Senator Ron Wyden is expected to propose a $5 million cap, among other changes to the Roth.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Employee Retention Tax Credit, which was part of the CARES Act, and how eligible businesses can receive free money for having employees.
In this, the 300th episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a feel good story about how a client turned tragedy into something special by using a Roth IRA.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a proposal to cap Roth IRA balances at $5 million, on the heals of the news of Peter Thiel's $5 billion Roth IRA.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how he was able to send a wedding gift in Bitcoin to Israel instantly and without huge fees.
In this special episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how Peter Thiel, co-founder of PayPal, turned a couple thousand dollars into $5 Billion and how it's all tax free!
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses different options of how to use your 401(k) funds to buy your own house!
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Backdoor Roth 401(k) and how you can contribute over $70,000 to a Roth IRA in one year!
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses his experience at Bitcoin Miami 2021 and the interesting things he learned and a recap of his speaking engagement.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the upcoming Bitcoin 2021 Conference in Miami, FL, which takes place on June 4-5, where he will be a speaker.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new legislation introduced for retirement accounts, specifically an update to SECURE Act 2.0.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the dramatic fall of Bitcoin and other crypto prices this week, and his thoughts on what you should do.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 2021 tax deadline and some helpful tips to save on taxes.
In this bonus episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the John Doe summons just issued to popular crypto exchange, Kraken, and why IRA Financial clients have nothing to worry about.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's estate tax plan, which eliminates the step-up in basis upon death, and some possible workarounds.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some statistics and trends about IRS audits and if investing in alternative assets puts you more at risk for one.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's proposed capital gains tax hike and why investors should look into a Roth IRA to invest in capital assets.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the capital gains "punishment" when you day trade, and why you are better off trading with an IRA or Roth IRA.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can get a 100% deduction on your work-related meals and his hot crypto pick of the week, Polygon.
IRA Financial's Adam Bergman Esq. discusses a possible increase to 28% for the corporate tax rate, which is part of President Biden's proposed infrastructure plan.
IRA Financial's Adam Bergman Esq. discusses a possible new estate tax, which may have an impact, especially for high income earners.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the latest stimulus package and how, if you can afford to do so, you can turn that into tax-free wealth at retirement.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the latest stimulus package, including the Payroll Protection Program (PPP) loan for self-employed individuals.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses non-fungible tokens, or NFTs, how they work and if you can own them in your retirement account.
IRA Financial's Adam Bergman Esq. discusses why you should consider contributing stimulus funds from the government into an IRA, if you can afford to do so.
IRA Financial's Adam Bergman Esq. discusses why financial institutions don't want you to self-direct your IRA and invest in alternative assets, and why it's all a lie.
IRA Financial's Adam Bergman Esq. discusses why the IRS is looking at you if you invest in Bitcoin, and other cryptocurrencies, outside of a retirement account.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses deductions you can take this year to lower your tax bill, including 100% deduction for business meals at a restaurant, employee retention tax credit and the five-year carry-back on Net Operating Losses.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a sensitive subject, Jeffrey Epstein, and the crazy ways he accumulated his wealth.
In this emergency episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses what is happening with GameStop and other publicly-traded stocks and how speculation works with an IRA.
IRA Financial's Adam Bergman Esq. discusses Special Purpose Acquisition Companies (SPACs), what they are, their advantages and why it makes sense to use your IRA to invest in them.
IRA Financial's Adam Bergman Esq. debates the advantages and disadvantages of investing in gold versus Bitcoin, and what the future holds for our economy.
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses possible changes the Biden administration may impose on your 401(k) plan when the new president takes office.
In this special edition of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the impact of the Democrats gaining control of the Senate, in addition to the House and the presidency and what it means for your retirement.
IRA Financial's Adam Bergman Esq. discusses Bitcoin, why it has been the best asset class in the last year and explains why it's not too late to get in the game.
IRA Financial's Adam Bergman Esq. discusses the smartest ways to spend your bonus if you were lucky enough to get one this year.
IRA Financial's Adam Bergman Esq. discusses the $900 billion stimulus package that was just introduced to help individuals and small business owners who continue to be affected by the COVID-19 pandemic.
IRA Financial's Adam Bergman Esq. discusses maximizing your retirement benefits and key year-end tax-planning tips for 2020.
IRA Financial's Adam Bergman Esq. discusses two key provisions of the CARES Act that could potentially save real estate investors a bundle in taxes this year.
IRA Financial's Adam Bergman Esq. explains why "cash is trash" right now due to low interest rates and inflation concerns, and why you should be investing your money in other assets, such as real estate and Bitcoin.
IRA Financial's Adam Bergman Esq. explains what the COVID-19 pandemic has done to the economy and why inflation will have a huge impact when it comes time to pay back the government for all the spending it has done to boost the economy.
IRA Financial's Adam Bergman Esq. explains why most employee expenses are not tax deductible and how self-employed individuals can receive federal tax deductions.
IRA Financial's Adam Bergman Esq. discusses his Bitcoin investment, why he used a Self-Directed Roth IRA to invest and how the gains are completely tax free!
In this special edition of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the election and your retirement funds as it looks like Joe Biden will be the next president, while the Democrats hold the House and the Republicans will seemingly hold the Senate.
IRA Financial's Adam Bergman Esq. explains how to get free money from your employer when you save with a 401(k) plan, whether it's via Safe Harbor contributions or through an employer match.
IRA Financial's Adam Bergman Esq. discusses new retirement legislation that has been introduced, dubbed SECURE Act 2.0, and how it may affect retirement savers if it becomes law.
IRA Financial's Adam Bergman Esq. discusses the recently announced contribution limits for 2021 for retirement plans, including the Solo 401(k), Self-Directed IRA, SIMPLE and SEP IRAs, along with a historical look at the limits.
IRA Financial's Adam Bergman Esq. discusses presidential hopeful Joe Biden's proposed capital gains tax hike and how wealthy individuals can manage their tax burdens easier.
IRA Financial's Adam Bergman Esq. discusses presidential hopeful Joe Biden's proposed changes to the 401(k) plan if elected.
IRA Financial's Adam Bergman Esq. discusses the differences between using a trust or an LLC for your Self-Directed IRA, and why the LLC is generally the better option for most investors.
IRA Financial's Adam Bergman Esq. discusses President Trump's tax deduction for $70,000 worth of hair care while filming "The Apprentice" and why it may be allowed and how you can take advantage of the tax code.
IRA Financial's Adam Bergman Esq. shares some guidance about how a business owner should be testing for COVID-19 and the steps they should take to keep everyone safe.
Here's a condensed version of our most recent podcast where IRA Financial's Adam Bergman discusses President Trump's federal income tax returns.
IRA Financial's Adam Bergman Esq. gives his take on the news of President Trump's tax return and how the president was able to pay so little in federal income taxes.
IRA Financial's Adam Bergman, Esq. discusses presidential hopeful Joe Biden's plan to revamp the Solo 401(k) plan by incentivizing more people to save for retirement.
IRA Financial's Adam Bergman discusses the best ways to raid your retirement account(s) during the COVID-19 pandemic, if you do not have access to other funds to get through this difficult time.
IRA Financial's Adam Bergman discusses the Mega Backdoor Roth 401(k) and how it supersizes your tax-free (Roth) retirement income. By making after-tax contributions to a 401(k), you can move those funds into an IRA and convert them to a Roth.
IRA Financial's Adam Bergman discusses the fact that MILLIONS of Americans have left BILLIONS of dollars of 401(k) funds at previous jobs. Learn how to find and reclaim those funds and what you should do with 401(k) money when you leave a job.
IRA Financial's Adam Bergman discusses the Inherited IRA options and the differences of being a spousal beneficiary and a non-spouse one. If you own an IRA, make sure you name your beneficiaries and know what happens when you pass.
IRA Financial's Adam Bergman discusses the possible effect a Biden victory in the 2020 election would mean for investors and, especially, retirement savers.
IRA Financial's Adam Bergman is excited to share details of his new book, "Seven Figures by Seventy," a comprehensive, yet easy to read, book about how almost everyone can amass at least $1,000,000 by the time they reach retirement.
IRA Financial's Adam Bergman discusses the NBA bubble and what we can take from it to our personal lives, including taking care of our family and saving for retirement.
IRA Financial's Adam Bergman discusses the pros and cons of state run IRAs. He talks about the impact these programs could have on small business owners.
IRA Financial's Adam Bergman discusses the impact the COVID-19 pandemic is having on retirement account holders and why it may boost Roth IRA conversions.
IRA Financial's Adam Bergman discusses the real estate trends he's seeing due to the COVID-19 pandemic. These include people looking to move to less densely populated areas, while investors are looking at more urban areas, where deals can now be found.
IRA Financial's Adam Bergman discusses two things you can do as a working American to achieve success - responding to emails and voicemails. It shows you have a great work ethic when you engage to potential and current customers/clients.
To celebrate Canada Day, IRA Financial's Adam Bergman discusses growing up in Canada and how it impacted his life here in America and the differences between the two countries
IRA Financial's Adam Bergman talks with IRA Financial client, Isaac Rodriguez, a real estate investor, and how he's handling his income properties during the COVID-19 pandemic.
IRA Financial's Adam Bergman welcomes financial advisor, Andy Edstrom, who wrote the book, Why Buy Bitcoin, to discuss the benefits of investing in Bitcoin and other cryptocurrencies.
IRA Financial's Adam Bergman discusses the racial divide in America and how all Americans can save for retirement, regardless of race, religion or beliefs.
IRA Financial's Adam Bergman discusses some investment opportunities for retirement investors as the country starts to reopen due to the COVID-19 virus.
IRA Financial's Adam Bergman discusses his experience with a family member in Canada who has tested positive for COVID-19 and their dealings with socialized medicine.
IRA Financial's Adam Bergman welcomes Tim Messett, from Pension Investors Corporation of Orlando, to discuss investing in life insurance with your 401(k) plan and if it's worth it.
In this bonus podcast, IRA Financial's Adam Bergman discusses the brand new regulations the SBA has introduced about their Payroll Protection Program loan for small businesses.
IRA Financial's Adam Bergman discusses the ESPN series, "The Last Dance," and what we can take from Michael Jordan and put to use when it comes to saving for retirement.
IRA Financial's Adam Bergman welcomes Tim Caldwell from Pension Investors Corporation of Orlando, to discuss why this is a great time to set up a pension plan.
IRA Financial's Adam Bergman welcomes Dan Segal, Director of Investments at Benchmark Financial, to discuss the equity markets and how the economy has been affected by COVID-19.
IRA Financial's Adam Bergman talks with Michael Tobin, Esq., a veteran real estate attorney, on options to small business owners with respect to commercial rent obligations during the COVID-19 pandemic.
IRA Financial's Adam Bergman discusses his experiences applying for the SBA loans available to small business owners due to the CARES Act.
IRA Financial's Adam Bergman discusses the options small business owners have with their 401(k) plans during the current financial crisis.
IRA Financial's Adam Bergman discusses certain provisions of the CARES Act that deal with IRAs, including contributions, distributions and RMDs.
IRA Financial's Adam Bergman discusses why a bad economy is a great time to start your own business. He also talks about how he started IRA Financial after the 2008 financial crisis.
IRA Financial's Adam Bergman discusses the impact the Coronavirus is having on the US stock markets and why real estate is a better investment than stocks.
IRA Financial's Adam Bergman discuses the impact the coronavirus is having on the stock market and tax planning opportunities you should consider because of it.
IRA Financial's Adam Bergman discusses the mega Roth 401(k)and explains how it works, the benefits of it and why you should know about it.
IRA Financial's Adam Bergman discusses how you can use retirement funds to buy a business and why you should consider it.
IRA Financial's Adam Bergman discuses the possible Rothification of retirement savings, which may lead many to work longer. There is talk of eliminating the upfront tax deduction of traditional retirement plans in favor of after-tax Roth contributions.
IRA Financial's Adam Bergman discusses why tax attorneys and other smart investors use a Self-Directed Roth IRA to purchase Bitcoin and other cryptocurrencies.
IRA Financial's Adam Bergman discusses the impact the SECURE Act has had on the Stretch IRA. Is it dead, or is there a workaround?
IRA Financial's Adam Bergman discusses the coronavirus and the impact it is having on the global economy and how it may impact your retirement savings.
IRA Financial's Adam Bergman discusses how to choose the right entity for your business. He talks about sole proprietorships, LLCs, S & C Corporations and the pros and cons of each.
IRA Financial's Adam Bergman discusses how you can reach your financial goals at retirement and also demonstrates why it is important to start early, be consistent and trust the process.
IRA Financial's Adam Bergman discusses the idea of free, universal health care and his experience with it growing up in Canada and if it's a viable option in the United States.
IRA Financial's Adam Bergman discusses why you should open a Roth IRA for your kids, how it works and the benefits of the plan.
IRA Financial's Adam Bergman discusses the process of valuing your Self-Directed IRA and why you need to do it.
IRA Financial's Adam Bergman discusses how even Santa Claus can open a Solo 401(k) plan. Since playing Santa will earn you self-employment income, you can contribute to a Solo 401(k).
IRA Financial's Adam Bergman discusses the Inherited IRA and your options as either a spouse or non-spouse.
IRA Financial's Adam Bergman discusses the Roth IRA conversion and the five pitfalls you should avoid.
IRA Financial's Adam Bergman discusses the partnership with Gemini Exchange and the ability to use the IRA Financial app to invest in Bitcoin and other cryptocurrencies with Gemini.
IRA Financial's Adam Bergman discusses a possible financial transaction tax that Senator Bernie Sanders has proposed and what it could mean for retirement savers.
IRA Financial's Adam Bergman discusses whether the amount of student debt you have is worth the degree you receive and also if you are better off working and stashing your college funds in a retirement account.
IRA Financial's Adam Bergman discusses the similarities of the 1031 Exchange and the Self-Directed IRA, and how you can benefit.
IRA Financial's Adam Bergman discusses the best cities for self-employed individuals while saving for retirement.
In his 200th episode, IRA Financial's Adam Bergman talks about the spending power of your retirement funds in each state.
IRA Financial's Adam Bergman discusses how the trade war is impacting your IRA and 401(k) performance and what types of alternative investments you can invest in.
IRA Financial's Adam Bergman discusses how the government can change a lot of the attractive features of the Roth IRA.
IRA Financial's Adam Bergman discusses the proposed wealth tax and how it can hurt business owners who aren't considered super-rich.
IRA Financial's Adam Bergman discusses California Assembly Bill 5, that plans to reclassify independent contractors of certain professions as employees and what it means for the gig economy.
IRA Financial's Adam Bergman discusses master limited partnerships (MLP), private equity and hedge funds, and which is the best choice for your IRA.
IRA Financial's Adam Bergman discusses your options with an old 401(k) plan when you leave a job.
IRA Financial's Adam Bergman discusses the first thing you should do when you graduate college and start you first job to become a millionaire at retirement.
IRA Financial's Adam Bergman discusses whether or not you can invest in art or other collectibles with an IRA.
IRA Financial's Adam Bergman discusses the Trade War between the US and China, and it's impact on self-directed retirement accounts.
IRA Financial's Adam Bergman discusses why using a Self-Directed IRA is the best way to buy Bitcoin and other cryptocurrencies
IRA Financial's Adam Bergman discusses the many ways you can tap your 401(k) plan to pay for personal expenses.
IRA Financial's Adam Bergman discusses the impact of the SECURE Act on Stretch IRAs and whether the government will change current rules.
IRA Financial's Adam Bergman discusses the new IRS tax legislation for cryptocurrencies, the first of it's kind since 2014.
IRA Financial's Adam Bergman discusses the 2018 IRS audit numbers and the possibility that your retirement plan will be scrutinized.
IRA Financial's Adam Bergman discusses Facebook's new "cryptocurrency" called Libra and how it will impact investors.
IRA Financial's Adam Bergman discusses the impact of Bitcoin hitting $9,000 and what it means for retirement account investors.
IRA Financial's Adam Bergman discusses the craziest investments he has seen people make using their retirement funds.
IRA Financial's Adam Bergman discusses the new SEC Fiduciary Rule and how it will impact your retirement accounts.
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.
IRA Financial's Adam Bergman discusses the Suspicious Activity Reports (SARS) linked to Donald Trump and Jared Kushner and when SARS are usually filed.
IRA Financial's Adam Bergman discusses whether or not you can invest in cannabis with your retirement funds.
IRA Financial's Adam Bergman discusses whether or not you can gamble on sports using your retirement funds.
IRA Financial's Adam Bergman discusses the options you have when using your Self-Directed IRA to invest in an Airbnb property and whether or not you're subject to the UBTI rules.
IRA Financial's Adam Bergman talks about the latest trends involving house flipping and how you can use your Self-Directed IRA for real estate investments.
IRA Financial's Adam Bergman explains how he used his Self-Directed IRA to help a friend buy a house and how you can, too!
With cryptocurrencies, especially Bitcoin on the rise again, IRA Financial's Adam Bergman discusses the best way to invest in cryptocurrencies with a Self-Directed IRA.
IRA Financial's Adam Bergman discusses two new pieces of retirement legislation, RESA and SECURE and the advantages they offer for retirement savers.
IRA Financial's Adam Bergman discusses palladium, which has risen to an all time high price in March 2019, and how you can invest in this precious metal in a Self-Directed IRA.
IRA Financial's Adam Bergman discusses the looming deadline of March 15 to File IRS Form 1065. You must file if you have a Multi-Member Self-Directed IRA LLC.
IRA Financial's Adam Bergman discusses the Suspicious Activity Report (SAR) filed in the Michael Cohen/Stormy Daniels case that could possibly get President Trump impeached. He'll also discuss how SARs can impact your IRA.
IRA Financial Group’s Adam Bergman discusses the importance of valuations and your Self-Directed IRA.
IRA Financial Group’s Adam Bergman discusses the IRA Annuity, if it makes sense for IRA investors, and the advantages and disadvantages of an annuity.
IRA Financial Group’s Adam Bergman discusses the proposal by Senator Elizabeth Warren of a 2% wealth tax and whether such a tax would make sense.
IRA Financial Group’s Adam Bergman discusses whether the Solo 401(k) or the SEP IRA is the better choice for you if you are self-employed or a small business owner.
IRA Financial Group’s Adam Bergman discusses the potential impact of the government shutdown on the 401(k) plans of the furloughed government employees who currently are not getting paid.
IRA Financial Group’s Adam Bergman discusses the idea of the 70% tax on the super-rich that has been proposed by a new member of Congress, Representative Alexandria Ocasio-Cortez of New York.
IRA Financial Group’s Adam Bergman discusses the five most important retirement tips to keep in mind when planning for the end of the year.
IRA Financial Group’s Adam Bergman discusses after-tax 401(k) contributions for the self-employed or small business owner as an opportunity to save a lot of money in a retirement plan.
IRA Financial Group’s Adam Bergman discusses Financial Technology trends in the Self-Directed Retirement industry, specifically the financial services market (banking, loans, etc.).
IRA Financial Group’s Adam Bergman discusses whether or not you can combine personal money and IRA or 401(k) money in one transaction.
IRA Financial Group’s Adam Bergman discusses Initial Coin Offerings and what the SEC has to say about the suitability of an ICO as an investment, how they should be treated and whether an IRA can invest in an ICO.
IRA Financial Group’s Adam Bergman discusses an update on where things stand when it comes to deductible expenses for business meals and entertainment.
IRA Financial Group’s Adam Bergman discusses whether you should go with Traditional pre-tax IRA contributions or Roth after-tax contributions.
IRA Financial Group’s Adam Bergman discusses the recent article in the New York Times about the Trump family tax planning and whether it was legitimate strategy or suspect activity.
IRA Financial Group’s Adam Bergman discusses the mega Roth IRA and how it is possible to have Roth IRAs of such high value given the low annual contribution limit.
IRA Financial Group’s Adam Bergman discusses the 1031 Exchange and how it can be a nice solution for Self-Directed real estate investors.
IRA Financial Group’s Adam Bergman discusses whether your IRA is allowed to hold stock or interest in a company that produces and sells marijuana products in states where it is now legal.
IRA Financial Group’s Adam Bergman discusses the impact of the new White House Executive Order on strengthening retirement security in the United States.
IRA Financial Group’s Adam Bergman discusses the impact of the new SEC rules for private deals on Self-Directed IRAs.
IRA Financial Group’s Adam Bergman discusses the reduction in value of cryptocurrency and a potential tax strategy to deal with the losses by doing a Roth conversion.
IRA Financial Group’s Adam Bergman discusses the potential impact of the trade wars between the United States and China on retirement funds.
IRA Financial Group’s Adam Bergman discusses what you need to do to retire with one million dollars, including strategies for contributing to an IRA or 401(k)Plan based on your age and contribution.
IRA Financial Group’s Adam Bergman discusses the Internet Sales Tax ruling and the reaction of various states to it.
IRA Financial Group’s Adam Bergman discusses the misinformation that is out there in regards to transactions and investments that you can and cannot do with a Self-Directed IRA.
IRA Financial Group’s Adam Bergman discusses the Solo 401(k) Loan feature, including the benefits and drawbacks of taking a loan from your 401(k) Plan.
IRA Financial Group’s Adam Bergman discusses why excess contributions to a Roth IRA may be worth the potential penalties and what the risks of excess contributions are.
IRA Financial Group’s Adam Bergman discusses the impact of Sharia Law on self-directed retirement investments, including common questions and concerns from clients who need to comply with Sharia Law.
IRA Financial Group’s Adam Bergman discusses the new Supreme Court decision on Internet Sales Tax and the impact it could have on consumers and retailers selling online.
IRA Financial Group’s Adam Bergman discusses an interesting development regarding potential issues with companies using retirement funds to invest in potentially prohibited transactions, based on an issue with investments made by consulting firm McKinsey & Co.
IRA Financial Group’s Adam Bergman discusses the new 20% pass-through deduction that is part of the new tax law that was passed in December of 2017 and how an owner of a pass-through business can possibly deduct 20% of qualified business income.
IRA Financial Group’s Adam Bergman discusses how tax savvy people buy Initial Coin Offerings (ICOs), including strategies that the wealthy use when getting involved in an ICO.
IRA Financial Group’s Adam Bergman discusses how the IRS could make itself more efficient by embracing the technology of Blockchain.
IRA Financial Group’s Adam Bergman discusses how the Stormy Daniels/Michael Cohen affair is similar to an Investor/IRA Custodian relationship, based on the responsibility that a financial institution has to file a Suspicious Activity Report or SAR.
IRA Financial Group’s Adam Bergman discusses how you can purchase a house with Bitcoin and what you need to be aware of when it comes to buying real estate with cryptocurrency.
IRA Financial Group’s Adam Bergman discusses a surprising report on the number of Coinbase accounts and what it means for the future of investment and retirement accounts.
IRA Financial Group’s Adam Bergman discusses a tax law change that can have a huge impact on the bottom line of major league sports franchises.
IRA Financial Group’s Adam Bergman discusses how to fund an IRA and whether you can fund an IRA with cryptocurrency.
IRA Financial Group’s Adam Bergman discusses the SEC’s Howey Coin, a clever way to educate people about ICOs (Initial Coin Offerings) and the potential of fraud, based on a made up virtual currency that shows investors how easy it is to get scammed if you don’t pay attention.
IRA Financial Group’s Adam Bergman discusses the recent Supreme Court decision to strike down the Federal law that prohibited sports gambling and whether this decision means that a person can legally gamble on sports with their retirement money based on the current tax code.
IRA Financial Group’s Adam Bergman discusses what Amazon third-party sellers need to know about delivering retirement results, based on a report that came out in the Wall Street Journal about the amount of small businesses that sell products on the Amazon site.
IRA Financial Group’s Adam Bergman discusses how you can get involved in next year’s Kentucky Derby by investing in a horse with your retirement account and the risks involved.
IRA Financial Group’s Adam Bergman discusses the trend of using an LLC to buy real estate inside and outside of retirement accounts.
IRA Financial Group’s Adam Bergman discusses how Millennials can set themselves up so that they don’t have to work their entire lives and can secure their financial futures for retirement.
IRA Financial Group’s Adam Bergman discusses the false information that is out there about holding Bitcoins and other cryptocurrencies in an IRA.
IRA Financial Group’s Adam Bergman discusses a recent release by the DOL on Wells Fargo 401(k) Rollover practices and why rollovers are so important.
IRA Financial Group’s Adam Bergman discusses how the U.S. retirement system is one thing that the government has gotten right and why you don’t see much debate in Congress about it.
IRA Financial Group’s Adam Bergman discusses how you can lower your health care costs and boost your savings with a Health Savings Account (HSA), how it works and how you can set up an account.
IRA Financial Group’s Adam Bergman discusses the new SEC Fiduciary Rules and the potential impact on your IRA.
IRA Financial Group’s Adam Bergman discusses what you need to know if you are thinking about investing your retirement funds in collectibles, why the IRS prohibits investing an IRA or 401(k) in collectibles and what types of investments get defined as collectibles by the IRS.
IRA Financial Group’s Adam Bergman discusses how you know if the 401(k) rollover that you just did from your former employer was done properly and does not require a tax payment.
IRA Financial Group’s Adam Bergman discusses the idea that if you make too much money you can’t have a Roth IRA and have no options and how you can legally do a backdoor Roth IRA.
IRA Financial Group’s Adam Bergman discusses what you absolutely need to know if you are self-employed or a small business owner and thinking about retirement.
IRA Financial Group’s Adam Bergman discusses whether buying a car with a Self-Directed IRA is a prohibited transaction or not and if a car can be considered an investment based on the rules in the Internal Revenue Code.
IRA Financial Group’s Adam Bergman discusses the five things you absolutely need to know if you are looking to use retirement funds to buy real estate.
IRA Financial Group’s Adam Bergman discusses the tax return deadline and retirement planning tips.
IRA Financial Group’s Adam Bergman discusses whether you should make a pre-tax IRA or Roth IRA contribution, as well as if you should do a Roth IRA conversion.
IRA Financial Group’s Adam Bergman discusses the recent IRS numbers regarding audits of retirement accounts, which were released by the IRS earlier in 2018.
IRA Financial Group’s Adam Bergman discusses a recent case called Mazzei v. Commissioner, which deals with Roth IRAs and foreign sales corporations.
IRA Financial Group’s Adam Bergman discusses an update to the regulations surrounding the cryptocurrency market, from the Retirement Industry Trust Association Spring 2018 Conference in Washington, D.C.
IRA Financial Group’s Adam Bergman discusses the Coverdell Education Savings Account and the ability to self-direct it.
IRA Financial Group’s Adam Bergman discusses the recent regulation by the SEC on Initial Coin Offerings and what it means for Self-Directed IRA investors.
IRA Financial Group’s Adam Bergman discusses the March 15th, 2018 Fifth Circuit Court of Appeals strike down of the DOL Fiduciary Rule for IRAs.
IRA Financial Group’s Adam Bergman discusses the three essential things one should consider before using an IRA to buy Bitcoin and other cryptocurrencies.
IRA Financial Group’s Adam Bergman discusses the decision by a Federal Judge on March 6th, 2018 that says that cryptocurrencies are a commodity and what this means for Bitcoin IRA investors and other retirement accounts that invest in cryptocurrency.
IRA Financial Group’s Adam Bergman discusses the recent wave of SEC subpoenas targeting cryptocurrency Initial Coin Offerings (ICOs).
IRA Financial Group’s Adam Bergman discusses the 2018 Unrelated Business Taxable Income (UBTI or UBIT) rates and what impact it will have on your retirement accounts.
IRA Financial Group’s Adam Bergman discusses how the Trump tax plan has made investing in Bitcoin mining operations using retirement funds more tax efficient.
IRA Financial Group’s Adam Bergman discusses his new book How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell, now available on Amazon, and describes the various topics that you will find in the book.
IRA Financial Group’s Adam Bergman discusses the risk of inflation in our economy and the potential impact on retirement funds, as well as how a self-directed retirement plan can potentially help protect your retirement assets from inflation.
IRA Financial Group’s Adam Bergman discusses hedge fund carried interest in Roth IRAs and the tax implications in light of the new tax rules.
IRA Financial Group’s Adam Bergman discusses strategies for how you can make your kids wealthy when they retire using the power of the Roth IRA.
IRA Financial Group’s Adam Bergman discusses the most popular cryptocurrencies that IRA Financial Group clients are investing in.
IRA Financial Group’s Adam Bergman discusses a potential tax efficient way to mine cryptocurrencies.
IRA Financial Group’s Adam Bergman discusses his new book How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell.
IRA Financial Group’s Adam Bergman discusses the myths and truths relating to the taxation of cryptocurrencies.
IRA Financial Group’s Adam Bergman discusses tips for using retirement money to purchase cryptocurrencies, like Bitcoins, and the advantages of using your retirement funds to purchase virtual currency.
IRA Financial Group’s Adam Bergman discusses why it is important to hold onto your private key when buying cryptocurrency in your self-directed retirement account and the risks involved in disclosing your private key to a custodian.
IRA Financial Group’s Adam Bergman discusses an update to the new tax plan and where it stands before it gets finalized and sent to The President to be signed into law, with updates based on new information from Monday December 18th, 2017.
IRA Financial Group’s Adam Bergman discusses an update to the new tax plan and where it stands before it gets finalized and sent to The President to be signed into law.
IRA Financial Group’s Adam Bergman continues his discussion with an IRA Financial Group client who setup an account with Coinbase to purchase Bitcoins through a Self-Directed IRA. Topics include how to setup your Coinbase account as an account related to a business instead of an individual or personal account.
IRA Financial Group’s Adam Bergman discusses the experience of an IRA Financial Group client who opened a Coinbase account and used his Self-Directed IRA funds to invest in Bitcoin. Topics include how easy it was to setup the account, how long it takes and the process for using retirement funds to buy cryptocurrency.
IRA Financial Group’s Adam Bergman discusses the new Bitcoin Futures Exchange and what it means for retirement investors looking to buy cryptocurrency.
IRA Financial Group’s Adam Bergman discusses The Senate tax plan and provisions related to retirement accounts, IRAs and 401(k) Plans.
IRA Financial Group’s Adam Bergman discusses what has been updated in The Senate tax plan and the differences with the plan from The House.
IRA Financial Group’s Adam Bergman discusses what retirement related provisions are expected to be part of the new proposed tax plan.
IRA Financial Group’s Adam Bergman discusses the passing of the new tax bill by The House and what it means for investors.
IRA Financial Group’s Adam Bergman discusses an update to the new proposed tax plan and the key differences between the bills in The House and The Senate.
IRA Financial Group’s Adam Bergman discusses the proposed tax plan and the potential impact on real estate investors.
IRA Financial Group’s Adam Bergman discusses the potential impact of the proposed tax cuts on the Rollover Business Start-Up (ROBS) solution.
IRA Financial Group’s Adam Bergman discusses the proposed tax plan from President Trump and the potential impact on 401(k) Plan retirement accounts and why the government thinks it needs to lower 401(k) Plan contribution limits.
IRA Financial Group’s Adam Bergman discusses the new tax plan announced by President Trump and the implications it has for retirement account holders.
IRA Financial Group’s Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.
IRA Financial Group’s Adam Bergman discusses how to use a Solo 401k Plan to buy Bitcoins and Cryptocurrency, as interest in virtual currency continues to increase.
IRA Financial Group’s Adam Bergman discusses how to use your Self-Directed IRA to buy Bitcoins and other Cryptocurrencies, which has become a popular topic for Self-Directed retirement investors.
IRA Financial Group’s Adam Bergman discusses the emergence of Bitcoin and other Cryptocurrencies as investment options for Self-Directed retirement investors and the tax implications of such investments.
IRA Financial Group’s Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.
IRA Financial Group’s Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.
IRA Financial Group’s Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.
IRA Financial Group’s Adam Bergman discusses strategies for circumventing or delaying RMDs with a Roth 401k Plan.
IRA Financial Group’s Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.
IRA Financial Group’s Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.
IRA Financial Group’s Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect’s position on lowering taxes.
IRA Financial Group’s Adam Bergman discusses the different ways to structure a Self-Directed IRA investment, concentrating on debt vs. equity in an investment.
IRA Financial Group’s Adam Bergman discusses who is considered a disqualified person in a Self-Directed IRA or Solo 401(k) transaction and the types of transactions that are considered prohibited transactions.
IRA Financial Group’s Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.
IRA Financial Group’s Adam Bergman discusses how the Presidential candidates view retirement plans, retirement savings, and overall tax policy.
IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.
IRA Financial Group’s Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.
IRA Financial Group’s Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transactions with a self-directed retirement account.
IRA Financial Group’s Adam Bergman discusses dealing with UBTI on a Self-Directed IRA Real Estate Investment.
IRA Financial Group’s Adam Bergman discusses the idea that what the U.S. economy needs is a reduction in personal income tax rates to help out small business owners.
IRA Financial Group’s Adam Bergman discusses his latest book, In God We Trust – In Roth We Prosper, available on Amazon.
IRA Financial Group’s Adam Bergman discusses the high cost of the California Franchise Fee and how its is possible to avoid that fee under certain circumstances in order to use your retirement account to buy real estate.
IRA Financial Group’s Adam Bergman discusses potential tax pitfalls related to UDFI when using leverage to buy real estate or notes with a retirement account.
IRA Financial Group’s Adam Bergman discusses the Rollover Business Start-Up Solution, the rules behind it and the costs associated with creating and maintaining the plan.
IRA Financial Group’s Adam Bergman discusses how you can use your Self-Directed IRA to make Peer-to-Peer Lending Investments and tips for doing it the right way.
IRA Financial Group’s Adam Bergman discusses the topic of how to hold IRS approved coins and metals in a Self-Directed IRA or a Solo 401(k).
IRA Financial Group’s Adam Bergman discusses how to handle dealing with multiple IRAs and when it is a good idea to form more than one Self-Directed IRA LLC to manage them. Also discussed are the pros and cons of the single-member LLC vs. the multi-member LLC.
IRA Financial Group’s Adam Bergman discusses changes made to IRS Form 5500-EZ and new IRS guidance on those changes.
IRA Financial Group’s Adam Bergman discusses your options if you have a Solo 401(k) Plan and are thinking of adding a full-time employee.
IRA Financial Group’s Adam Bergman discusses tips for properly filling out the IRS Form W-9 for your Self-Directed IRA.
IRA Financial Group’s Adam Bergman discusses how to manage your retirement assets during a volatile stock market.
IRA Financial Group’s Adam Bergman discusses how to navigate the current stock market downturn with your Self Directed IRA.
IRA Financial Group’s Adam Bergman discusses the types of investments that were popular among IRA Financial Group’s self-directed retirement clients in 2015.
IRA Financial Group’s Adam Bergman discusses some last minute year-end tax planning tips for your retirement account.
IRA Financial Group’s Adam Bergman discusses the potential impact the expected federal interest rate hike could have on Solo 401(k) Loans.
IRA Financial Group’s Adam Bergman discusses his new book, Turning Retirement Funds Into Start-Up Dreams.
IRA Financial Group’s Adam Bergman discusses a recent private letter ruling from the IRS that covers the 60-Day IRA Rollover Rule.
IRA Financial Group’s Adam Bergman discusses the audit risks when adopting a 401(k) plan.
IRA Financial Group’s Adam Bergman discusses how to understand the after-tax 401(k) contribution conversion rules.
IRA Financial Group’s Adam Bergman discusses how using retirement funds to make MLP investments could have some unexpected tax consequences.
IRA Financial Group’s Adam Bergman discusses how to understand Unrelated Business Taxable Income (UBTI).
IRA Financial Group’s Adam Bergman discusses the truth behind the rules the IRS has set forth about holding precious metals with a Self-Directed IRA or Solo 401(k) Plan.
IRA Financial Group’s Adam Bergman discusses how to defer almost all of your income into 401(k)contributions if you make up to a certain amount of money.
IRA Financial Group’s Adam Bergman discusses the 2016 IRA and 401(k) plan contribution limits.
IRA Financial Group’s Adam Bergman discusses how the new SEC Crowdfunding Rules that were passed under the Jobs Act on October 30th, 2015 can help businesses seek financing from retirement accounts.
IRA Financial Group’s Adam Bergman discusses how the new federal budget deal increases the importance of private retirement savings.
IRA Financial Group’s Adam Bergman discusses how to take money out of your Solo 401(k) Plan.
IRA Financial Group’s Adam Bergman discusses his new book, The Checkbook IRA – Why You Want It, Why You Need It, available now on Amazon.
IRA Financial Group’s Adam Bergman discusses important items to think about when considering setting up a ROBS (Rollover Business Startup) solution.
IRA Financial Group’s Adam Bergman discusses supercharging your Solo 401(k) contributions with a nondeductible or after-tax contribution strategy.
IRA Financial Group’s Adam Bergman discusses Roth conversion options and tax strategies for Apple stock shares.
IRA Financial Group’s Adam Bergman discusses his new book Going Solo – America’s Best-Kept Retirement Secret For The Self Employed, available now on Amazon.
IRA Financial Group’s Adam Bergman discusses what types of coins can be purchased with retirement funds and how the coins should be held. Mr. Bergman discusses if you can hold IRS approved coins in your personal possession.
IRA Financial Group’s Adam Bergman discusses the Chinese stock market crash and the impact it could have on your retirement funds, as well as strategies that you can employ to diversify your retirement funds in the face of such a financial crisis.
IRA Financial Group’s Adam Bergman discusses how and why the Greek financial crisis could impact your retirement funds and strategies that you can employ to diversify your retirement funds in the face of such a financial crisis.
IRA Financial Group’s Adam Bergman discusses filling out the IRS Form 5500EZ for your Solo 401k Plan, including who needs and does not need to fill it out.
IRA Financial Group’s Adam Bergman discusses the Roth 401(k) Distribution Rules and how they can impact your 401(k) Plan.
IRA Financial Group’s Adam Bergman discusses some of the tax implications of using your Self-Directed IRA to purchase real estate.
IRA Financial Group’s Adam Bergman discusses how you can hold IRS approved coins and precious metals in your Self-Directed IRA.
IRA Financial Group’s Adam Bergman discusses the rules surrounding IRA Rollovers, covering the types of rollovers that are possible and what you can and can’t do when it comes to rollovers.
IRA Financial Group’s Adam Bergman discusses IRS Form 5498 and the potential impact on IRS audits involving Self-Directed IRAs.
IRA Financial Group’s Adam Bergman discusses how investors can go about selecting the best type of Solo 401k Plan to fit their needs.
IRA Financial Group’s Adam Bergman discusses the most common mistakes when using a self-directed IRA to buy real estate.
IRA Financial Group’s Adam Bergman discusses the three most common mistakes when using retirement funds to buy a business.
IRA Financial Group’s Adam Bergman discusses the Self-Directed IRA and Tax Return Filing Requirements that may apply to your IRA.
IRA Financial Group’s Adam Bergman discusses the Solo 401(k) Plan and how it is the best way to purchase real estate with retirement funds.
IRA Financial Group’s Adam Bergman discusses different strategies for buying a business with retirement funds.
IRA Financial Group’s Adam Bergman discusses the potential of fraud when it comes to investing your retirement funds and tips on how to avoid being a victim of fraud.
IRA Financial Group’s Adam Bergman continues his discussion on Unrelated Business Taxable Income and how it relates to Self-Directed Retirement Funds.
IRA Financial Group’s Adam Bergman discusses Unrelated Business Taxable Income and how it relates to Self-Directed Retirement Funds.
IRA Financial Group’s Adam Bergman offers tips for investing in real estate with a Self Directed IRA.
IRA Financial Group’s Adam Bergman discusses your retirement plan options (specifically the Solo 401(k) and Self-Directed IRA) when it comes to Real Estate and other alternate assets investments.
IRA Financial Group’s Adam Bergman discusses the Roth Solo 401(k) and the advantages of using one to invest in real estate.
IRA Financial Group’s Adam Bergman discusses the differences between the Single Member Checkbook IRA LLC and the Multi-Member Checkbook IRA LLC.
IRA Financial Group’s Adam Bergman discusses the benefits of a Solo 401(k) vs. the SEP IRA
IRA Financial Group’s Adam Bergman discusses the history of the Solo 401(k) plan and how it became the most popular retirement plan for the self-employed.
In the second episode of IRA Financial Group’s podcast, Adam Bergman talks about the Self-Directed IRA with Checkbook Control.
IRA Financial Group’s Adam Bergman discusses the prohibited transaction rules in this podcast