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FAQs about AdMail:How many episodes does AdMail have?The podcast currently has 211 episodes available.
March 30, 2023Converting an Inherited IRA, Making Real Estate Fund Investments, and more | Client Q&AIn this week's episode of AdMail, Adam Bergman, Esq. answers your questions about inherited IRAs, real estate fund investments, and transferring those investments to Self-Directed IRAs....more9minPlay
March 23, 2023Lending Funds to a Self-Directed IRA, Issuing a K-1, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about lending funds to a Self-Directed IRA, 2022 SEP IRA contribution deadline, and issuing a K-1 for an IRA LLC investment....more10minPlay
March 16, 2023Roth Profit Sharing Contributions, Tax-Free Roth Conversion, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth profit sharing contributions in a Solo 401(k), tax-free Roth IRA conversions, and taxes on an IRA RMD distribution....more11minPlay
March 09, 20232023 401(k) Rollover Rules, Converting a 403(b) to Roth, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about 401(k) rollover rules for 2023, converting a private placement to Roth, and converting a 403(b) to Roth....more10minPlay
March 02, 2023Opening a Credit Card with an IRA LLC, Paying LLC Fees, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about opening a credit card in your IRA LLC, paying the state LLC fee, and performing a Backdoor Roth 401(k) for 2022....more14minPlay
February 23, 2023Investing in an S Corp, Using an IRA for a Down Payment, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using an IRA for a down payment on a home, minimum cash requirement for an IRA Financial IRA, and investing in an S corp....more11minPlay
February 16, 2023Using a Trust for an IRA LLC, Filing a 1099-R, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using a trust as manager of an IRA LLC, investing in a business with a Solo 401(k), and 1099-R filing....more12minPlay
February 09, 2023IRA Plan Asset Rules, Taking a Salary from an IRA-Owned Business, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA plan asset rules, taking a salary from an IRA-owned business, and tax rules related to investing in a start-up with a Self-Directed IRA....more15minPlay
February 02, 2023Filing a 990-T, Rolling over SEP/IRA funds to a Solo 401(k), and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing a 990-T for a Self-Directed IRA, rolling over IRA and SEP funds to a Solo 401(k), and setting up a Solo 401(k) when you have multiple businesses....more14minPlay
January 26, 2023Self-Directing a SEP IRA, Lending IRA Money to an Ex, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a SEP IRA, lending IRA money to an ex-spouse, and investing in a son's venture capital fund....more13minPlay
FAQs about AdMail:How many episodes does AdMail have?The podcast currently has 211 episodes available.