Adam Talks

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.