Adam Talks

IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.   Click Here to Listen  

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.   Click Here to Listen  

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.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses dealing with UBTI on a Self-Directed IRA Real Estate Investment.   Click Here to Listen  

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.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses his latest book, In God We Trust – In Roth We Prosper, available on Amazon.   Click Here to Listen  

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.   Click Here to Listen  

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.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses the Rollover Business Start-Up Solution, the rules behind it and the costs associated with creating and maintaining the plan.   Click Here to Listen  

IRA Financial Group’s Adam Bergman discusses how you can use your Self-Directed IRA to make Peer-to-Peer Lending Investments and tips for doing it the right way.   Click Here to Listen