Adam Talks

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 episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court Case that may change the future of our tax system because of a possible wealth tax and the taxation of appreciation of an asset.

On this episode of Adam Talks, Adam Bergman, Esq. discusses massive tax deductions you may still receive for the 2023 taxable year if you are self-employed and have yet to file your taxes.

On this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth 401(k) and how you can contribute over $90,000 to your Solo 401(k) this year!

On this episode of Adam Talks, Adam Bergman, Esq. shares advice from one CEO to another and the best tips for becoming a successful businessperson. Adam also provides an update on the ongoing legislation about the CTA!

On this episode of Adam Talks, Adam Bergman, Esq. discusses the Solo 401(k) and the SEP IRA, and which plan is the ultimate retirement plan for the self-employed.