On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Rollover as Business Startup (ROBS) solution and a tax-efficient way to use dividends within the structure.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how much one needs to open up a Self-Directed IRA, and how to accumulate retirement wealth.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., walks us through IRS Form W-9, what it is used for in the IRA context, and how to complete it.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the basics of a retirement fund including how to get started, the benefits of starting one, and the types of plan options you should consider.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Self-Directed IRA LLC (Checkbook IRA LLC) operating agreement, why you need one, and customization options.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the differences between a qualified purchaser and an accredited investor and how these statuses open doors to exclusive investment opportunities in private equity, hedge funds, and more.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the distinct roles of different IRA custodians, such as Schwab, and why IRA Financial focuses on alternative investments instead of traditional assets.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the plan asset rules and how they effect your IRA or 401(k) fund investment.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you can't set up a "true" Self-Directed IRA at Schwab, Fidelity, or other traditional financial institutions.

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses "fundless" sponsors, which is a way to invest in one-off deals outside of a managed fund, and how you can invest with a Self-Directed IRA