AdMail: Recent Episodes
Adam Bergman
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRS reporting requirements with a Self-Directed IRA including filing a 1099-R, submitting a W-9 for an IRA LLC, and audit worries.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?
On this week's episode, the final installment of this prohibited transaction ten-part series, IRA Financial's Adam Bergman Esq. answers the most important question - what are prohibited transactions, and how you can avoid them.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including doing a joint venture with multiple IRAs, rolling IRA funds to a Solo 401(k), and buying cryptos from a friend using Roth IRA funds.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending a business partner IRA money, purchasing real estate IRA-related supplies, and paying for travel to see a potential IRA property.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including investing in old cars with an IRA, life settlement contracts, and lending personal funds to your IRA.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including buying warrants with a Roth IRA, using a son's real estate agency to broker a deal for your IRA, and holding Bitcoin IRA keys in your personal possession.
On this week's episode, #200, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including using IRA funds to buy plane tickets to visit an IRA-owned property, hiring a sibling to manage your IRA LLC, and providing services to an IRA with a business you are a part owner.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending money to a business partner, investing an IRA in a business you are involved in, and lending money to a sibling with a 0% loan.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including loaning funds to your IRA, transacting with a company you own more than 80% of, and paying a sibling to manage your IRA LLC.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including transacting with a stepson, loaning a girlfriend IRA funds, and how an employee may be considered a disqualified person.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three questions about prohibited transactions including buying into a life insurance fund, holding gold in a retirement plan, and is IRA Financial a precious metals dealer?
On this week's episode, IRA Financial's Adam Bergman Esq. answers three final questions about the Real Estate IRA including the tax implications of selling an IRA-owned house, converting a piece of real estate to Roth, and moving an asset from a regular Self-Directed IRA to a Checkbook IRA LLC.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including if UBIT will apply to a real estate deal, building on an IRA-owned piece of land, and using an IRA for a "fix-and-flip" business.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including the 1031 Exchange, reporting rental income on your tax return, and UBTI tax on a hotel investment.
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including setting up an LLC for your IRA, adding funds to an IRA for repairs, and flipping a real estate contract with a Self-Directed IRA.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Real Estate IRA including the tax implications of foreign real estate, co-mingling personal and retirement funds, and the best practices for paying contractors through your IRA.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about opening a Self-Directed IRA including how long it takes open an account, contributing an asset to an IRA, and when you should open an IRA for a real estate deal.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about comparing a traditional and Roth IRA, including which plan to choose, contributing to a 401(k) and IRA, and which plan has the best benefits for when I retire.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about how 401(k) plans and IRAs work together, including setting up an IRA when you have a workplace 401(k), setting up for a owner-only business, and contributing to a Roth IRA and a traditional 401(k).
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to capital gains on your investments, including a commercial real estate deal, lending IRA funds, and why use an IRA to invest in cryptos.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to the SEP IRA, including opening a SEP when you have a full-time job, setting up a plan for 2023, and offering benefits to your employees.
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to Roth IRA conversions, including the deadline for performing a conversion, how often can you engage in a conversion, and valuing an asset you wish to convert.
Are you confused about Required Minimum Distributions (RMDs) and how they impact your retirement planning? IRA Financial's founder, Adam Bergman is here to demystify RMDs and provide clear, concise answers to your top three questions!
In this week's AdMail, we tackle some of the most pressing questions about Self-Directed IRA distributions to help you navigate the complexities of retirement investing. Here's a sneak peek at what we'll cover:"I own a vacation home in my self-directed IRA, do I have to sell the house to take a distribution?" - Chris W"I have a self-directed Roth IRA LLC, can I take tax-free distribution directly from my LLC?" - Carly T"I have a self-directed IRA with you and almost all the assets are tied up in illiquid private business investments. I am turning 73 this year, how do I take RMDs?" - YouTubeJoin us as we provide expert insights and actionable strategies to address these questions and more. Don't miss out on this opportunity to unlock the full potential of your Self-Directed IRA!
This week's AdMail is all about self-directed IRA rollover basics. Can you transfer real estate from one custodian to another? How do you move your 401(k) into a self-directed IRA? What is the difference between direct and indirect transfers? IRA Financial's founder Adam Bergman has the answers for you!
On today's podcast, we'll be talking about self-directed IRA Contribution Basics. Are you thinking about ways to add money to your self-directed IRA? Are you curious about if you can make IRA and self-directed IRA contributions in the same year? What about a Roth and an IRA contribution in the same year, or even moving money from a 401(k) to help fund a self-directed IRA. IRA Financial's founder, Adam Bergman, provides these answers and helps you feel comfortable contributing to your self-directed retirement account!
On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA basics. Find out if you can open a self-directed IRA in addition to a Roth IRA, why you may need a special custodian, such as IRA Financial, to invest in alternative assets, and if you can roll your former employer 401(k) plan into a self-directed IRA.
On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA IRS Reporting. Find out if you need to file a tax return on interest earned from a savings account with your self-directed IRA LLC, if you need to file an income tax return on your self-directed IRA LLC that is owned by a Roth IRA, and what to do if you invested in a business via your self-directed IRA and received a K-1 that had a loss.
On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on Roth conversions. Learn how the IRS knows the value of your assets, if you can pull out funds from a Roth conversion for personal use, and if the Biden Administration will stop Roth conversions for high-income earners.
On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions. Learn if you can add your Roth IRA to a self-directed IRA LLC, how to move a self-directed IRA to a checkbook control LLC, and how to find the value of your solo 401(k) private investments.
On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions. Learn if you can draft your Nevada IRA LLC operating agreement to include a charging order, if you have a trust do you have to file a BOI under the CTA, and the rules surrounding a Mega Backdoor Roth.
Join Adam Bergman, IRA Financial founder, as he answers your questions! Learn about crowd-funding investments with a Self-Directed IRA, receiving a 1099 after selling investments in a Self-Directed IRA LLC, and finding funds for a Self-Directed investment.
Join Adam Bergman, IRA Financial founder, as he answers your questions! Learn about hard money lending with a Self-Directed IRA, using a Self-Directed IRA to buy founder shares, and the Roth Solo 401(k).
On today's episode, Adam Bergman answers frequently asked questions from viewers. Tune in to hear your questions answered!
On this episode of Adam Mail, Adam Bergman, IRA Financial Founder answers your questions. Learn about reporting after a Roth conversion, having family members sell properties in a Self-Directed IRA, and whether you have to allow employees to buy stock after doing a ROBS.
On this episode of AdMail, IRA Financial founder Adam Bergman answers your questions! Tune in to hear the answers to the following questions: • I have a Checkbook Control LLC and want to take a taxable distribution since I am over the age of 59 1/2. Can I do it from the LLC? Jose M, Tampa, FL• I want to do a hard money loan to a real estate investor. Will I have UBIT on this type of deal? Sandy T Honolulu, HI• I am investing in a private equity fund. The fund is investing in growth companies. Will this type of investment trigger UBIT? Jerry K Montauk, NY
On this episode of AdMail, Adam Bergman answers your questions! Tune in to hear the answers to hear the answers to your questions!
On today's episode, Adam Bergman ESQ, founder of IRA Financial answers your questions! Tune in to listen to questions directly from our viewers.
Join IRA Financial founder Adam Bergman as he answers questions from listeners. Have questions? Email us directly at info@IRAFinancial.com
In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to fees associated with self-directed retirement accounts and what exactly you get for them.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about doing a SAFE with a Self-Directed IRA, investing in timber with a Roth IRA, and convertible note investments in an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making Roth contributions to a Solo 401(k), comparing the SEP IRA to the Solo K, and determining how much you may contribute to a Solo K.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a 529 plan, inheriting a Solo 401(k) plan, and valuing a private business held inside your Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions regarding the new Corporate Transparency Act and who needs to file a report with FinCEN.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about buying treasury bonds in a Solo 401(k), certificate of trust for a Solo, and using an IRA to buy cryptos on a decentralized exchange.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in an S Corp with a Roth IRA, rolling a Roth 401(k) into a Solo 401(k), and using a trust with an Health Savings Account.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making additional 401(k) contributions after maxing out a workplace plan, selling an interest in an LLC, and filing requirements for an LLC investment with an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth conversion taxes, contributing to a Roth when you have a 401(k), and combining IRAs for an investment.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA Financial fees for a Backdoor Roth IRA, choosing IRA Financial vs. another provider, and filing a partnership return for a Self-Directed IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about inheriting a Roth IRA, setting up a Roth for your children, and starting a business with retirement funds.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taking RMDs from a Self-Directed IRA LLC, setting up multiple LLCs for real estate properties, and how to rollover a regular IRA to a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the legality of holding IRA-invested gold outside the US, using an IRA to purchase real estate in Mexico, and setting up the LLC tax ID for a Self-Directed IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about accredited investor IRA investments, performing a Backdoor Roth 401(k) for 2022, and investing in private equity.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the deductibility of Roth Solo 401(k) profit sharing contributions, valuing an IRA with a bankrupt company investment, and contributing to an IRA with an Inherited IRA distribution.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taking an IRA LLC distribution, contributing to a Roth IRA with only passive income, utilizing an IRA-owned property.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust with an IRA investment, receiving a 1099 for an IRA LLC investment, and hiring someone to manage IRA LLC investments.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about managing a Self-Directed IRA LLC, maintaining a Solo 401(k) plan without net income, and using your child, who is a real estate agent, to sell your IRA-owned home.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about converting an Inherited IRA to Roth, adding additional funds to an IRA LLC, using the same LLC to invest in real estate in another state.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) for a charity, converting an annuity to a Self-Directed IRA, and using ROBS to purchase a property and manage it with a C corporation.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in cryptos with retirement funds, choosing Bitstamp as IRA Financial's crypto exchange, and the IRA Financial crypto trading fee.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about transferring an inherited IRA to your Solo 401(k), direct registering GME stock, and IRA Financial assurances that they will turn over funds to a beneficiary upon death of a client.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about how an S corp works with a Solo 401(k) plan owned by an LLC, investing in Rolexes with an IRA, and using a Solo K to pay for business legal costs.
In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to UBIT tax consequences of different transactions inside a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the SECURE Act tax credit, and two different possible prohibited transaction scenarios.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about switching from a SEP to a Solo 401(k),borrowing from a 401(k)in a high interest rate environment, and the control group rules for multiple 401(k) plans.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about real estate in a Solo 401(k) when you pass, limiting your access to IRA-owned gold, and investing in alternative assets with a defined benefit plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about splitting an IRA after a divorce, completing subscription documents for a private equity fund, converting an IRA-owned property to Roth.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about options when you need extra funds for an IRA purchase, using IRA funds to travel for an investment property, and contributing to a spouse's Solo 401(k) plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) for a rental real estate business, IRA-owned business, and using 401(k) funds with the ROBS structure.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about converting a Solo 401(k) to Roth, filing a 5500-EZ, and combining multiple retirement plans to buy real estate.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing to a Solo 401(k) when an S Corp reports a loss, where to set up an LLC for real estate, and correcting a missed 60-day rollover.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about tax consequences of selling a ROBS-funded business, crypto option trading on a foreign exchange, and when UBIT may trigger when real estate flipping.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about option trading in an IRA, hiring a property management company for an IRA-owned real estate property, and investing in a business that you have ownership in with an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about purchasing a truck with IRA funds, flipping a real estate contract in an IRA, and what happens if you guarantee a Solo 401(k) loan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about starting a new business with retirement funds, Roth conversion deadline, and establishing a Solo 401(k) with rental real estate.
In this week's episode of AdMail, Adam Bergman, Esq. answers your questions about disqualified persons, digital real estate investments, and establishing Solo 401(k)s.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) for an S corp, the difference between a 401(k) plan administrator and a third-party administrator, and making Solo 401(k) LLC contributions for the 2022 taxable year.
In this week's episode of AdMail, Adam Bergman, Esq. answers your questions about inherited IRAs, real estate fund investments, and transferring those investments to Self-Directed IRAs.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about lending funds to a Self-Directed IRA, 2022 SEP IRA contribution deadline, and issuing a K-1 for an IRA LLC investment.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth profit sharing contributions in a Solo 401(k), tax-free Roth IRA conversions, and taxes on an IRA RMD distribution.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about 401(k) rollover rules for 2023, converting a private placement to Roth, and converting a 403(b) to Roth.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about opening a credit card in your IRA LLC, paying the state LLC fee, and performing a Backdoor Roth 401(k) for 2022.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using an IRA for a down payment on a home, minimum cash requirement for an IRA Financial IRA, and investing in an S corp.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust as manager of an IRA LLC, investing in a business with a Solo 401(k), and 1099-R filing.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA plan asset rules, taking a salary from an IRA-owned business, and tax rules related to investing in a start-up with a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing a 990-T for a Self-Directed IRA, rolling over IRA and SEP funds to a Solo 401(k), and setting up a Solo 401(k) when you have multiple businesses.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a SEP IRA, lending IRA money to an ex-spouse, and investing in a son's venture capital fund.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about "gifting" and IRA contribution, contributing to last year's Solo 401(k) plan, and reversing a Roth conversion.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making SIMPLE IRA contributions for last year, taking a 72(t) distribution with a Solo 401(k), and opening a Self-Directed IRA as an expat living abroad.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about state taxes for a Self-Directed IRA-owned property, deciding between an LLC and trust for an IRA, and selling an IRA-owned property for seller financing.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about direct listing AMC stock, investing in a diamond fund, and flipping a real estate contract in an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the downside of a risky investment, performing a rollover from a Solo 401(k), and valuing private stock for a Roth conversion.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using rental real estate to contribute to a Solo 401(k), contributing a patent to a Self-Directed IRA, and converting a regular Self-Directed IRA to an IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) eligibility, convertible debt investments in an IRA, and setting up a Solo 401(k) if you already contribute to a SEP IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about choosing which IRA makes an investment, paying taxes on a Roth conversion, and using IRA funds to pay for a financial subscription.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution deadlines, where rollover funds should go, and nonrecourse financing availability.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing an IRA into a Mexican business, transferring a 401(k) to a Self-Directed IRA, and switching from a regular Self-Directed IRA to a Checkbook IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about adding a spouse to a Solo 401(k), paying IRA custodian fees, and setting up IRAs for those married filing jointly.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about adding funds to a Self-Directed IRA LLC, completing a W-9, and whether or not you are a sole member of your IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution rules, converting an HSA to Roth, and using an IRA to buy into an S corp.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding livestock with a Self-Directed IRA, limiting IRA required distributions, and whether a Roth conversion impacts Social Security.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about whether or not the Self-Directed IRA LLC gets taxed twice, how much you need to get started with a Self-Directed IRA, and if you can convert an Inherited IRA to a Roth.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up an LLC for multiple retirement accounts, what to do with an old Solo 401(k) plan, and UBTI exemption for a sale leaseback.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about funding an IRA real estate deal, surpassing the 60-day limit on an indirect rollover, and making an investment not listed in the Solo 401(k) plan document.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about charging interest on an IRA loan, prohibited transactions on an IRA loan, and borrowing funds for a Solo 401(k) real estate deal.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using margin to buy cryptos, being a paid advisor for an IRA-invested company, and using one LLC for multiple retirement accounts.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about distributing IRA-owned land, investing in cattle with an IRA, and saving with both a regular and Solo 401(k).
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about lending IRA funds to a sibling, nonrecourse real estate financing in certain states, and giving access to an IRA Financial Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a blocker c corp for a Roth IRA, using IRA funds to pay for online classes, and contributing to a Solo 401(k) and Roth IRA in the same year.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in foreign real estate, moving an IRA investment to IRA Financial, and filing requirements for a terminated Solo 401(k) plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about FDIC insurance, whether or not a 401(k) is a disregarded entity, and who serves as a Solo 401(k) plan custodian.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about creditor protection with a Self-Directed IRA LLC, investing in a daughter's business, and reopening a terminated Solo 401(k) plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over a Solo 401(k) to a Self-Directed IRA, owning another LLC with your IRA LLC account, and using an IRA Trust for a real estate purchase with a private lender.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about building on a personal property with an IRA, using an IRA to invest in a business you co-own, and setting up a Solo 401(k) when you own multiple businesses.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about management-controlled groups, rolling a SIMPLE IRA into a Solo 401(k), and rolling a private placement investment in a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about taxes owed on a property distribution from a Roth IRA, IRS Form 5498, and investing in private placements in a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about whether or not an independent contractor employee can participate in your Solo 401(k), investing your Self-Directed IRA in a vintage alcoholic beverage fund, and performing a 401(k) rollover after an IRA rollover.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution deductibility, adding 401(k) trust-owned properties to a will, and whether you need member meeting for a Self-Directed IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the difference between an IRA transfer and rollover, the audit risk of a Self-Directed IRA, and how many real estate transactions you can have before triggering UBTI.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about completing IRS Form W-9 with an LLC, Roth IRA conversion taxes, and reporting contributions on IRS Form 5500-EZ.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about becoming an independent contractor, Self-Directed IRA statute of limitation and opening a brokerage account with an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up an LLC for a Self-Directed IRA, investing in real estate with multiple plans, and private placement investments.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about over-contributing to an IRA, who holds the beneficiary paperwork for a Solo 401(k), and if you can legally move a rental home into an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA custodian vs. passive custodian, using a Self-Directed IRA to invest in an S Corp, and setting up two LLCs for different investments.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using an IRA to invest in out-of-state real estate, taking out multiple Solo 401(k) loans, and whether a stepson is considered a disqualified person.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about needing an EIN for your Solo 401(k), drafting a Self-Directed IRA operating agreement, and why you need a business to start a Solo 401(k).
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about having both a Self-Directed IRA and a traditional IRA, who can be an IRA trustee, and moving a 401(k) to a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA RMDs and Roth contributions, pro rata rules with a Solo 401(k) conversion, and setting up a Solo with rental income.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Backdoor Roth IRA conversion, UBTI tax in a real estate leaseback, and purchasing a vehicle with a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing to your 2021 Solo 401(k), investing your IRA in a business you partially own, and what to do with your 401(k) after a divorce.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the DOL guidance on cryptos, completing a W-9 for your Self-Directed IRA, and donating IRA-owned cryptos to Ukraine.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Precious Metals IRA, performing a Mega Backdoor Roth every year, and setting up a Real Estate IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to real estate investing, including direct interest, the primary ways to invest, and whether real estate investing is a good idea.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about an IRA LLC as a disregarded entity, moving a 401(k) to a Self-Directed IRA, and options for an Inherited IRA in an irrevocable trust.
In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to Crypto IRAs, including if they are insured, other investments you can make with one, and which exchanges you can use.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing family trust assets to a Self-Directed IRA, Roth conversions in 2022, and investing in cryptos with a workplace 401(k) plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about transferring an IRA to IRA Financial, setting up a sub-account for a Backdoor Roth, and buying a spouse's Self-Directed IRA interest with your IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions involving unique situations when valuing your self-directed retirement plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth conversions, making IRA contributions with Bitcoin, and paying legal fees from an IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about real estate investing in Canada, a Solo 401(k) investment that required a W9, and creating a charity with a Self-Directed IRA LLC.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing an RMD to a Roth, what happens to an IRA if the custodian goes bankrupt, and valuing an IRA-owned property after a fire.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about transferring an IRA to IRA Financial, tax withholding on an IRA rollover, and UBTI and hedge funds.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about UBTI and a non-recourse loan, moving XRP to IRA Financial, and holding American Eagle coins in an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about disqualified persons, making debt and equity investments with an IRA, and using an LLC to invest in real estate.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about changing LLC bank accounts, converting a Solo 401(k), and forming a new LLC when you move out of state.
In this week's episode, IRA Financial's Adam Bergman Esq. answers a question about ABC storage investments, which encompasses many real estate investor questions.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about who is eligible to set up a traditional IRA, Roth IRA, SEP IRA and/or a Solo 401(k) plan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth IRA distributions, the SEP IRA, and investing with a brokerage.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about being trustee of a Solo 401(k) plan, deducting travel costs, and using an IRA for opportunity zone projects.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to the proposed tax bill, including private placements and Roth conversions in a Solo 401(k), and the grantor trust for estate planning.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Backdoor Roth and Roth conversions, as it pertains to the new tax proposal that was recently introduced.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Solo 401(k) with a C corp, a spouse serving as manager of an IRA LLC and selling a business after using a ROBS structure.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using leverage with a Solo 401(k), changing the registered agent on a Self-Directed IRA LLC, and using a trustee for a Solo 401(k).
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing IRS Form 5500, nondeductible IRA rules, and renting out an IRA-owned property.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing taxes with multiple jobs, using the Gemini Earn program, and how to trade cryptos on a decentralized exchange.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding securities in a Roth IRA, seller financing and UBTI, and owning S Corp stock with an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in a start-up, gambling-based hedge fund and the Roth IRA cap.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA rollovers, satisfying the 60-day rollover rule, and foreign real estate in a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about moving stocks from an IRA, contributing rental income to an IRA and getting reimbursed for traveling expenses.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over Fidelity funds, art investments and investing US retirement funds while living in Canada.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about distributing from an Inherited IRA, investing in a Reg D offering and buying cryptos in NY.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a Solo 401(k) with an Airbnb property, Peter Thiel's Roth strategy and non-spousal IRA beneficiary rules.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over pension and 401(k) plan, using the Schwab Robo Advisor inside a 401(k) and the tax implications of a Solo 401(k)-owned property.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about gifting an IRA, setting up a Solo 401(k) for a business and using 401(k) funds to start a business.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about a partial 401(k) conversion, inherited IRA options for a disabled beneficiary and holding your crypto private key with a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers the top questions he received at the Bitcoin 2021 conference, including self-directing a Roth, rolling over 401(k) funds and investing with both an IRA and 401(k).
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the mega backdoor Roth 401(k), the Gemini Self-Directed IRA, and UBTI tax on a real estate investment.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about converting to a Roth IRA, annual IRA statements, and using an RMD to pay for a Roth IRA conversion.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about an entity serving as an IRA manager, setting up a SIMPLE IRA and 401(k) in the same year and paying taxes when utilizing the Gemini Earn program.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to Gemini Exchange and how to best take advantage of crypto investments.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) eligibility, mentoring a college student and Self-Directed IRA tax filing requirements.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling a Roth IRA into a Solo 401(k), the number of rollovers you are allowed to perform annually, and why set up a nondeductible IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using both a traditional and Roth IRA to buy real estate, using a non-recourse loan to purchase cryptos and how to personally use an and IRA-owned property.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about withdrawing funds early from a Solo 401(k), hiring a spouse with a Solo 401(k) and how companies compete with the IRA Financial/Gemini IRA solution.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about rolling over 401(k) funds to a Self-Directed IRA, documentation needed for setting up an account, and information about the app process.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about tax filing requirements for both a traditional and Roth IRA, and taxes with a Self-Directed IRA real estate investment.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the different types of IRAs, FDIC insurance for Roth IRAs and locking in profits from the crypto bull cycle.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about linking either a Gemini account or TD Ameritrade account to an IRA and setting up a Solo 401(k) for the previous taxable year.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the types of cryptos offered by Gemini, rolling a 401(k) into a Self-Directed IRA and setting up a Roth Solo 401(k).
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about converting a Roth IRA, Checkbook IRA fees and seller financing with a Self-Directed IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about moving Bitcoin from one IRA to another, contributing to a SEP IRA and Solo 401(k) at the same time and using an IRA to bet on sports.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing to a SEP and SIMPLE IRA in the same year, storing IRA-owned coins and tax filing when selling an IRA-owned property.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about cryptocurrency loans, IRA options for the disabled and reporting Solo 401(k) contributions.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contributions, reporting a CARES Act distribution and a step-by-step breakdown of opening an account at Gemini Exchange.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions relating to our recent webinar about Bitcoin including: using a cold wallet with an IRA, Gemini fees, and rolling over a Bitcoin IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about changing the EIN for your Solo 401(k) business, the Biden 401(k) credit proposal and the taxation of Bitcoin held in an IRA vs. personally.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Bitcoin IRA, multiple vs single member LLC and the difference between investing with an LLC or directly through your IRA custodian.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about distributing a property from a Solo 401(k), after-tax Solo 401(k) contributions, and funding a 401(k) with cryptocurrency.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Ripple lawsuit, Solo 401(k) employer contributions and how long it takes to start trading on Gemini with an IRA.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing with a Roth IRA when you have a 401(k) plan, an in-kind distribution of an apartment building and the chances of raising the RMD age again.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about brokerage accounts in an IRA LLC, mixing personal funds with IRA funds to invest and recourse loans and UBTI.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the IRA Financial/Gemini relationship, adding capital to a ROBS-funded business and how to distribute a property with an outstanding loan.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up a Self-Directed IRA for real estate, investing in stocks and Solo 401(k) plan document changes.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the function of the Self-Directed IRA custodian, contributing to both a Solo 401(k) and Roth IRA and in-kind IRA distributions of Bitcoin.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using retirement funds to start a business, investing in Bitcoin with retirement funds and contributing to a Solo 401(k) with an S Corporation.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about combining retirement funds for an investment, becoming a passive investor in a business and tax changes during a Biden presidency.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about contributing gains to a 401(k) plan to save on taxes, doing a Roth conversion with an LLC and tips for growing a podcast.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contributions, the UBTI tax in a real estate investments, and Solo 401(k) requirements for those with multiple owner-only businesses.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding IRS-approved coins at home, getting a Solo 401(k) nonrecourse loan and if a storage facility investment would trigger UBTI.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Inherited IRA options, making a real estate investment with family members and if a Roth conversion makes sense.
In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding gold in a safe deposit box, CARES Act distributions deadlines and the 1031 exchange with a Self-Directed IRA.
IRA Financial's Adam Bergman Esq. answers questions about gifting an IRA asset, transferring Bitcoin to another IRA and a horror story about excessive fees from a third-party cryptocurrency broker.
IRA Financial's Adam Bergman Esq. answers questions about investing in real estate with a Solo 401(k), the mega backdoor Roth 401(k) rules and the five year Roth IRA requirements.
IRA Financial's Adam Bergman answers questions about capital gains and the Solo 401(k), using a Roth IRA to start a business and buying company options with a Roth.
IRA Financial's Adam Bergman answers questions about foreign earned income and the Solo 401(k), the Series LLC and whether or not you can contribute to a Solo 401(k) and a SEP IRA at the same time.
In this week's episode, IRA Financial's Adam Bergman answers questions about the Checkbook IRA and the possibility of an IRS audit, rolling IRA funds to an IRA LLC, and if the SIMPLE IRA is a good option for small businesses.
In this week's episode, IRA Financial's Adam Bergman answers questions about Roth IRA conversions, why you can't roll over a Roth IRA to a Roth 401(k) and some insights about the LSATs.
In this week's episode, IRA Financial's Adam Bergman answers questions about investing IRA funds in a business, starting a Solo 401(k) when you have another workplace plan and where he shoots his videos.