Adam Talks

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.