IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.
Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I'm sharing my biggest mistakes and insights so you can maximize your savings today.
Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!"
Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! by Adam Bergman
Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups!
Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren't aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles.
Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what's new, what's the same, and how it impacts your savings strategy!
Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don't risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected!
As markets surge, Adam breaks down how Trump's recent landslide victory could affect your retirement accounts, examining the potential impact of Trump's tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump's victory could mean for the self-directed investing landscape in the coming four years.
Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you're planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights.
In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We'll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.
In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines!
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Beneficial Ownership Interest (BOI) rules and if you need to file the form for your Self-Directed IRA.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a recent Tax Court case centered around the importance of understanding the passive activity loss rules under Section 469 of the Code.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the recently regulations about required minimum distributions (RMDs) and the difference between eligible and non-eligible beneficiaries.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses an upside to a market crash and that is the ability to perform a Roth IRA conversion of a distressed asset.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his latest book, Mastering the Self-Directed IRA, the ninth book he has written on self-directed retirement plans and tax planning strategies.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., with President Biden stepping down from running for re-election, what would a Kamala Harris presidency mean for your IRA and other retirement-related issues?
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three ways one can fund a Self-Directed IRA: direct contribution, IRA to IRA transfers, and 401(k) to IRA rollovers, and the rules for each.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the potential impacts of the upcoming presidential election on individual retirement accounts and the proposed policies of both candidates.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a Supreme Court case ruling that overturned the doctrine of Chevron and that courts should rely on their own interpretation of ambiguous laws.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the five-year retirement plan and why quick-fix retirement strategies don't work; time and tax deferral are the essential keys for unlocking retirement wealth.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses unrelated business taxable income, UBIT or UBTI, how the tax affects may your investments, and why it's not as bad as you might think.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses non-compete agreements and the impact new legislation could have on business-employee relationships.
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).
On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.
On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.
On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.
Discover the untold truths about Self-Directed IRAs in this groundbreaking video! We delve deep into two crucial topics that can impact your retirement planning: FDIC insurance coverage and the IRS Direct File Pilot program. Is my Self-Directed IRA FDIC insured? We debunk myths and reveal the facts about FDIC insurance coverage for Self-Directed IRAs, helping you understand the level of protection for your retirement funds. IRS Direct File Pilot Results: Explore the latest updates and insights from the IRS Direct File Pilot program, including real-world results and implications for Self-Directed IRA investors. Don't miss out on this essential information that could shape your financial future! Watch now to uncover the truth about FDIC insurance and gain valuable insights from the IRS Direct File Pilot program.
On this week's episode of Adam Talks, IRA Financial's founder Adam Bergman discusses a Supreme Court Case that may change the future of our tax system. How does this affect you? Tune in to find out!
April 15th may have passed, but you could still qualify for a MASSIVE tax deduction. Want to know more? IRA Financial's Adam Bergman breaks down everything you need to know.
On this episode of Adam Talks, IRA Financial's founder Adam Bergman shares how you can contribute over $90K to your Solo 401(k). Did you know this tip? 🤔
In this episode of Adam Talks, IRA Financial's founder Adam Bergman shares his top tips for those looking to maximize their business. From one CEO to another, this video is for you! Adam also provides an update on the ongoing legislation about the CTA! Previous podcast episode: https://youtu.be/ihbQFhtwb-8
In this episode, Adam Bergman, IRA Financial founder compared SEP IRA to the Solo 401(k). YouTube: https://youtu.be/nS9MXTw2ctI Books: https://a.co/d/7mrTOJj
In this episode, Adam Bergman, IRA Financial founder discusses how Open AI effects start-ups. Learn how this impacts your business!
In this episode, Adam Bergman, IRA Financial founder discusses big tax changes coming soon. Learn how these tax changes will impact your finances.
On this episode of Adam Talks, IRA Financial Founder Adam Bergman discusses the future of Self-Directed investing.
On this episode of Adam Talks, Adam Bergman, founder of IRA Financial discusses why Self-Directed IRA fees really do matter. Tune in to learn more!
In this episode of Adam Talks, IRA Financial founder, Adam Bergman discusses the impact of Elon Musk's legal battle in Delaware. While Delaware has traditionally been known for its business-friendly legal environment, Elon Musk's recent case may have changed that. Tune in to learn more!
On this episode of Adam Talks, Adam Bergman, IRA Financial founder discusses how you can use your IRA to invest in real estate tax-free!
In this episode, Adam Bergman informs viewers of how the government messed up and now allows you to get a $1,500 tax credit when opening a Solo 401(k). Learn how you can benefit today!
Join IRA Financial founder Adam Bergman as he discusses how to live off your IRA or 401(k) tax free!
In this episode, IRA Financial founder Adam Bergman discusses Self-Directed IRA investments for 2024. Tune in and learn how to diversify your retirement!
On this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses $300k in tax credits. Tune in to learn how to save on taxes and start investing for your future!
A new years resolution to guarantee you tax free money. You can't miss this episode!
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