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FAQs about AdMail:How many episodes does AdMail have?The podcast currently has 211 episodes available.
January 19, 2023"Gifting" an IRA Contribution, Reversing a Roth Conversion, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about "gifting" and IRA contribution, contributing to last year's Solo 401(k) plan, and reversing a Roth conversion....more12minPlay
January 12, 2023Deadline for SIMPLE IRA Contributions, Opening an SDIRA as an Expat, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making SIMPLE IRA contributions for last year, taking a 72(t) distribution with a Solo 401(k), and opening a Self-Directed IRA as an expat living abroad....more12minPlay
January 05, 2023State Taxes for for IRA-Owned Property, Seller Financing, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about state taxes for a Self-Directed IRA-owned property, deciding between an LLC and trust for an IRA, and selling an IRA-owned property for seller financing....more13minPlay
December 29, 2022Direct Listing AMC Stock, Flipping a Real Estate Contract, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about direct listing AMC stock, investing in a diamond fund, and flipping a real estate contract in an IRA....more12minPlay
December 22, 2022Prohibited Transaction Risk, Valuing Private Stock, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the downside of a risky investment, performing a rollover from a Solo 401(k), and valuing private stock for a Roth conversion....more13minPlay
December 16, 2022Rental Real Estate & the Solo 401(k), Patent in an IRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using rental real estate to contribute to a Solo 401(k), contributing a patent to a Self-Directed IRA, and converting a regular Self-Directed IRA to an IRA LLC....more11minPlay
December 08, 2022Convertible Debt in an IRA, Setting up a Solo 401(k) when You have a SEP IRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) eligibility, convertible debt investments in an IRA, and setting up a Solo 401(k) if you already contribute to a SEP IRA....more11minPlay
December 01, 2022Paying Taxes on a Roth Conversion, Allocating IRA Investments, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about choosing which IRA makes an investment, paying taxes on a Roth conversion, and using IRA funds to pay for a financial subscription....more11minPlay
November 23, 2022Contributing to a Solo 401(k), Nonrecourse Real Estate Financing, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) contribution deadlines, where rollover funds should go, and nonrecourse financing availability....more12minPlay
November 17, 2022Investing an IRA in a Mexican Business, Transferring a 401(k) to an SDIRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing an IRA into a Mexican business, transferring a 401(k) to a Self-Directed IRA, and switching from a regular Self-Directed IRA to a Checkbook IRA LLC....more11minPlay
FAQs about AdMail:How many episodes does AdMail have?The podcast currently has 211 episodes available.