By Adam Bergman
Podcast by Adam Bergman
On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses hard money loans - what they are, how to invest in them, and why you should use an IRA to invest.
On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three main reasons to set up a Self-Directed IRA LLC, also known as a Checkbook Control IRA.
On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the top three reasons why you should invest in real estate with your IRA.
Are you ready to take your financial future into your own hands? On this episode of AdBits, we explore three powerful reasons why starting a Roth IRA could be one of the best decisions you make for your retirement and...
On today's episode of AdBits, IRA Financial's founder Adam Bergman discusses the benefits of using a Roth IRA to invest in real estate. How can this benefit you? Be sure to tune in!
Want to use your self-directed IRA to invest in multi-family real estate but you're not sure where to start? IRA Financial's founder, Adam Bergman, breaks down everything you need to know!
Life happens and sometimes you might need to use your IRA funds before your retirement. IRA Financial's founder, Adam Bergman breaks down the 60-day rule and explains how you can use your IRA TAX-FREE!
Everything you need to know about self-directed accounts and which one is right for you!
Everything you need to know about self-directed IRA asset and creditor protection! Blog post: https://tinyurl.com/25wwbpth
On this episode of Adbits, IRA Financial founder Adam Bergman talks about seller financing in your Self-Directed IRA. Learn how to invest in real estate with retirement funds today!
Join IRA Financial founder Adam Bergman as he discusses seller financing in a Self-Directed IRA.
On this episode of Adbits, IRA Financial Founder Adam Bergman discusses the benefits of Roth IRAs for college students.
On this episode of AdBits, IRA Financial Founder discusses new SIMPLE IRA to 401(k) Rules. Starting in 2024, a SIMPLE IRA can be replaced with a safe harbor 401(k) plan mid-year. The replacement plan can be either a traditional safe...
Join IRA Financial founder Adam Bergman as he discusses rollover rules for a SEP IRA. Learn how to benefit from a SEP IRA account today!
On this episode of Adbits, Adam Bergman discusses BOI and FinCEN filings. Learn everything you need to know today!
On this episode of AdBits, Adam Bergman discusses adding a Roth to your Solo 401(k). Learn how you can use a Roth account to build tax-free wealth!
On today's episode of Adbits, Adam Bergman discusses how to day trade tax free! Learn how you can benefit today!
On today's episode, Adam Bergman discusses how you can perform a joint venture with your IRA.
In this episode of AdBits, Adam Bergman discusses the benefits of a Self-Directed SEP IRA. Learn how you can take control of your retirement account today!
In today's episode, Adam Bergman, Esq., discusses a new bill that was recently introduced that would allow a Roth IRA to be rolled over to a Roth 401(k).
In today's episode, Adam Bergman, Esq., discusses the updated rules for the SEP IRA for 2024, and why he still prefers the Solo 401(k) for those that are eligible.
In today's episode, Adam Bergman, Esq., explains why and how to open a bank account for your Solo 401(k) plan and the hurdles you might face.
In today's episode, Adam Bergman, Esq., discusses the rollover rules for Roth retirement accounts, including the Roth IRA and Roth 401(k).
In today's episode, Adam Bergman, Esq., discusses the Coverdell Education Savings Account and the 529 plan, the benefits of each, and which should you choose when saving for college.
In today's episode, Adam Bergman, Esq., discusses the SIMPLE IRA, which could be a cost efficient retirement plan option for many small business owners.
In today's episode, Adam Bergman, Esq., discusses how you can add a member, such as a spouse's IRA or a separate Roth IRA, to your Self-Directed IRA LLC.
In today's episode, Adam Bergman, Esq., discusses what a 1031 Exchange is, how it works, and whether or not you would perform one using a Self-Directed IRA.
In today's episode, Adam Bergman, Esq., discusses your options when you inherit an IRA from a non-spouse, since they are more complicated than when you inherit it from a spouse, which you can take over the plan as your own.
In today's episode, Adam Bergman, Esq., discusses the new contribution limits for 2024 for IRAs, including the Self-Directed IRA, Roth IRA, SEP and SIMPLE IRA, and 401(k) plans, including the Solo 401(k) which were recently announced by the IRS.
In today's episode, Adam Bergman, Esq., explains how you can roll over old 401(k) funds into a Self-Directed IRA to make alternative asset investments.
In today's episode, Adam Bergman, Esq., discusses how the IRA/Roth IRA contributions work and if you can mix and match the types of contributions you make to your IRAs in a given year.
In today's episode, Adam Bergman, Esq., discusses the benefits of using an IRA, especially a Roth, if you choose to invest in Bitcoin and other cryptocurrencies.
In today's episode, Adam Bergman, Esq., explains the accredited investor rules which allows one to invest in more sophisticated investments and if you IRA can be deemed one.
In today's episode, Adam Bergman, Esq., explains why a Solo 401(k) is not technically a trust, even though it has all the components of one, and why that's beneficial.
In today's episode, Adam Bergman, Esq., discusses the Roth IRA required minimum distribution (RMD) rules when you inherit the plan.
In today's episode, Adam Bergman, Esq., discusses an unknown tax benefit for having a Roth IRA, and it's all about the distributions from the plan.
In today's episode, Adam Bergman, Esq., discusses whether you should make Roth contributions to your 401(k) or Solo 401(k) plan.
In today's episode, Adam Bergman, Esq., discusses how the 10% ownership rule works for the IRS prohibited transaction rules under IRC 4975(e).
In today's episode, Adam Bergman, Esq., discusses whether or not different IRA investments will trigger the unrelated business taxable income tax.
In today's episode, Adam Bergman, Esq., discusses required minimum distributions (RMD) and how to reduce the tax hit with a Roth conversion.
In today's episode, Adam Bergman, Esq., discusses whether or not you can perform any services for an IRA-owned investment and be compensated for it.
In today's episode of AdBits, Adam Bergman, Esq., talks about a popular concern - do you need an entity, such as an LLC, C Corp, or S Corp to have a Solo 401(k)?
In today's episode, IRA Financial's Adam Bergman, Esq. discusses what an Inherited IRA is and how the the Inherited IRA rollover rules work.
In today's episode, IRA Financial's Adam Bergman, Esq. discusses how Form W9 will take care of any IRS reporting when opening a brokerage account with a Self-Directed IRA LLC.
In today's episode, IRA Financial's Adam Bergman, Esq. discusses the legality of performing a joint venture between retirement accounts and what the IRS says about it.
In today's episode, IRA Financial's Adam Bergman, Esq. discusses the rules about the Roth IRA conversion and what you need to consider before performing one.
In today's episode, IRA Financial's Adam Bergman, Esq. discusses whether or not taking a loan from your 401(k) in 2023 is a smart idea in light of higher interest rates.
In today's episode, IRA Financial's Adam Bergman, Esq. discusses the basics of Unrelated Business Income Tax, or UBIT, and how it is applied to retirement account investments.
IRA Financial's Adam Bergman Esq. discusses the stricter loan standards for small businesses and how you can use your IRA funds instead.
IRA Financial's Adam Bergman Esq. discusses the different IRA rollover rules depending on the type of plan you have including traditional, Roth, SEP and SIMPLE IRAs.
