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Latest episodes from AdBits

Episode 215 – When Can I Use My IRA to Start a Business?

Play Episode Listen Later Oct 29, 2024 11:25


Curious about tapping into your IRA savings to fund a new business? In this episode, we dive into the possibilities and limitations of using your IRA to fuel your entrepreneurial dreams.

Episode 214 - How To Retire Early with a Self-Directed IRA

Play Episode Listen Later Oct 22, 2024 10:25


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to retire early by utilizing a Self-Directed IRA, specifically, an after-tax Roth IRA.

Episode 213 - Navigating IRA Timing, Fees, and Taxes for Maximum Benefit

Play Episode Listen Later Oct 15, 2024 12:53


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three principles for maximizing your retirement savings and generating the highest degree of wealth you can in a tax-efficient manner.

Episode 212 – HSA - Secret Tax Shelter Benefits

Play Episode Listen Later Oct 8, 2024 10:27


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the HSA, Health Savings Account, and how you can take advantage of the tax benefits while saving for qualified medical expenses.

Episode 211 - ROBS and the S Corp

Play Episode Listen Later Oct 1, 2024 9:34


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the ROBS, Rollover Business Startup, solution and whether or not you can use an "S" corporation with the structure.

esq corp robs adam bergman
Episode 210 - ROBS vs Self-Directed IRA to Buy a Business

Play Episode Listen Later Sep 24, 2024 11:28


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the pros and cons of two popular business funding strategies using retirement funds - the Self-Directed IRA and the Rollover Business Startup (ROBS) solution.

Episode 209 - Rules for Moving Money Between Retirement Accounts

Play Episode Listen Later Sep 17, 2024 7:36


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses rollovers and transfers, how they work, and how you can make the most of your retirement funds.

Eoisode 208 - How to Buy an Apartment with a Self-Directed IRA

Play Episode Listen Later Sep 10, 2024 12:45


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses apartments, and apartment buildings, and how you can invest in one with your Self-Directed IRA.

Episode 207 - IRS Audit Risk & the Self-Directed IRA

Play Episode Listen Later Sep 3, 2024 18:53


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the risk of audit if you utilize the Self-Directed IRA to invest in alternative investments.

Episode 206 - Rollins Case: The Most Imporant Prohobited Transaction Case You Need to Know

Play Episode Listen Later Aug 27, 2024 13:18


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses Rollins v. Commissioner, a 2004 Tax Court case, and why it was so monumental for self-directed retirement plans.

Episode 205 - Tax Free Dividends & ROBS

Play Episode Listen Later Aug 20, 2024 15:46


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.

Episode 204 - How Much do I Need to Start a Self-Directed IRA

Play Episode Listen Later Aug 13, 2024 13:31


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.

Episode 203 - IRS Form W-9 & the Self-Directed IRA

Play Episode Listen Later Jul 30, 2024 12:26


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.

Episode 202 - Starting a Retirement Fund

Play Episode Listen Later Jul 23, 2024 16:12


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.

Episode 201 - The Checkbook IRA LLC Operating Agreement

Play Episode Listen Later Jul 16, 2024 11:30


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.

esq operating agreement checkbook ira ira llc adam bergman
Episode 200 - Qualified Purchaser vs. Accredited Investor

Play Episode Listen Later Jul 10, 2024 13:14


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.

Episode 199 - IRA Financial vs. Schwab

Play Episode Listen Later Jul 2, 2024 16:06


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.

Episode 198 - The Plan Asset Rules Explained

Play Episode Listen Later Jun 25, 2024 15:21


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.

asset esq adam bergman
Episode 197 - Why Can't I Set Up a Self-Directed IRA at Fidelity or Schwab?

Play Episode Listen Later Jun 18, 2024 10:40


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.

Episode 196 - Fundless Sponsors & the Self-Directed IRA Option

Play Episode Listen Later Jun 11, 2024 12:08


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

Episode 195 - Passive Income vs Active Income in an IRA

Play Episode Listen Later Jun 4, 2024 20:04


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the difference between passive and active income and why it matters with your IRA investments.

Episode 194 - Best Way to Invest in Hard Money Loans

Play Episode Listen Later May 28, 2024 8:08


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses hard money loans - what they are, how to invest in them, and why you should use an IRA to invest.

Episode 193 - Three Reasons to do a Checkbook IRA

Play Episode Listen Later May 21, 2024 10:40


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three main reasons to set up a Self-Directed IRA LLC, also known as a Checkbook Control IRA.

esq three reasons checkbook ira adam bergman checkbook control ira
Episode 192 - Three Reasons to Buy Real Estate in an IRA

Play Episode Listen Later May 15, 2024 12:15


On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the top three reasons why you should invest in real estate with your IRA.

Episode 191 - 3 Reasons to Start a Roth IRA | Game-Changing Benefits for Your Retirement Plan

Play Episode Listen Later May 7, 2024 10:26


Are you ready to take your financial future into your own hands? On this episode of AdBits, we explore three powerful reasons why starting a Roth IRA could be one of the best decisions you make for your retirement and financial well-being. Whether you're a young professional just starting your career or nearing retirement age, a Roth IRA offers valuable benefits that can enhance your financial security and pave the way for a comfortable retirement. Don't miss out on the opportunity to secure your financial future—watch our video to learn more about the advantages of starting a Roth IRA today! New episodes of AdBits every Tuesday!

Episode 191: Roth IRA for Real Estate

Play Episode Listen Later Apr 30, 2024 8:57


On today's episode of AdBits, IRA Financial's founder Adam Bergman discusses the benefits of using a Roth IRA to invest in real estate. How can this benefit you? Be sure to tune in!

Episode 190: Investing in Multi-Family Real Estate With An IRA

Play Episode Listen Later Apr 23, 2024 12:57


Want to use your self-directed IRA to invest in multi-family real estate but you're not sure where to start? IRA Financial's founder, Adam Bergman, breaks down everything you need to know!

Episode 189 – How To Use Your IRA Tax-Free

Play Episode Listen Later Apr 16, 2024 10:11


Life happens and sometimes you might need to use your IRA funds before your retirement. IRA Financial's founder, Adam Bergman breaks down the 60-day rule and explains how you can use your IRA TAX-FREE!

tax free adam bergman
Adbits 188 - What Is A Self-Directed Account?

Play Episode Listen Later Apr 9, 2024 9:50


Everything you need to know about self-directed accounts and which one is right for you!

Adbits 187 - Self-Directed IRA Asset & Creditor Protection Rules

Play Episode Listen Later Apr 2, 2024 11:06


Everything you need to know about self-directed IRA asset and creditor protection! Blog post: https://tinyurl.com/25wwbpth

Episode 186 - Seller Financing & Your Self Directed IRA

Play Episode Listen Later Mar 26, 2024 11:57


On this episode of Adbits, IRA Financial founder Adam Bergman talks about seller financing in your Self-Directed IRA. Learn how to invest in real estate with retirement funds today!

Episode 185 - Seller Financing & Your Self Directed IRA

Play Episode Listen Later Mar 19, 2024 11:57


Join IRA Financial founder Adam Bergman as he discusses seller financing in a Self-Directed IRA.

Episode 184 - College Students & The Roth IRA

Play Episode Listen Later Mar 12, 2024 9:40


On this episode of Adbits, IRA Financial Founder Adam Bergman discusses the benefits of Roth IRAs for college students.

Adbits - New SIMPLE IRA To 401K Riules

Play Episode Listen Later Mar 5, 2024 7:56


On this episode of AdBits, IRA Financial Founder discusses new Simple IRA to 401(k) Rules. Starting in 2024, a SIMPLE IRA can be replaced with a safe harbor 401(k) plan mid-year. The replacement plan can be either a traditional safe harbor plan or a Qualified Automatic Contribution Arrangement (QACA) safe harbor 401(k) plan. Tune in to learn more!

AdBits - SEP IRA Rollover Rules

Play Episode Listen Later Feb 27, 2024 5:59


Join IRA Financial founder Adam Bergman as he discusses rollover rules for a SEP IRA. Learn how to benefit from a SEP IRA account today! Ready to get started? https://app.irafinancialtrust.com/account/create-account.html Still have questions? Our tax experts are here to help answer all of your questions! Set up a call with our reps today! https://calendly.com/ira_financial_clientrelations/ Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber

Adbits - What Is The BOI FinCEN Filing

Play Episode Listen Later Feb 20, 2024 9:57


On this episode of Adbits, Adam Bergman discusses BOI and FinCEN filings. Learn everything you need to know today!

filing boi fincen adam bergman
AdBits - Adding Roth To My Solo 401(k)

Play Episode Listen Later Feb 13, 2024 8:11


On this episode of AdBits, Adam Bergman discusses adding a Roth to your Solo 401(k). Learn how you can use a Roth account to build tax-free wealth!

solo roth 401k adam bergman
Adbits - How To Day Trade Tax - Free.

Play Episode Listen Later Feb 7, 2024 7:40


On today's episode of Adbits, Adam Bergman discusses how to day trade tax free! Learn how you can benefit today!

tax free day trade adam bergman
Adbits - How To Do A Joint Venture With Your IRA

Play Episode Listen Later Jan 30, 2024 9:33


On today's episode, Adam Bergman discusses how you can do a joint venture with your IRA.

joint ventures adam bergman
Adbits - SDIRA SEP IRA 2024

Play Episode Listen Later Jan 25, 2024 10:20


In this episode of AdBits, Adam Bergman discusses the benefits of a Self-Directed SEP IRA. Learn how you can take control of your retirement account today!

sep ira sdira adam bergman
Episode 176 - Exciting New Roth IRA Legislation

Play Episode Listen Later Jan 9, 2024 5:23


In today's episode, Adam Bergman, Esq., discusses a new bill that was recently introduced that would allow a Roth IRA to be rolled over to a Roth 401(k).

Episode 175 - New 2024 Self-Directed SEP IRA Rules

Play Episode Listen Later Jan 2, 2024 9:20


In today's episode, Adam Bergman, Esq., discusses the updated rules for the SEP IRA for 2024, and why he still prefers the Solo 401(k) for those that are eligible.

Episode 174 - Opening a Bank Account for My Solo 401(k)

Play Episode Listen Later Dec 26, 2023 10:25


In today's episode, Adam Bergman, Esq., explains why and how to open a bank account for your Solo 401(k) plan and the hurdles you might face.

Episode 173 - Roth IRA & Roth 401(k) Rollover Rules

Play Episode Listen Later Dec 19, 2023 7:00


In today's episode, Adam Bergman, Esq., discusses the rollover rules for Roth retirement accounts, including the Roth IRA and Roth 401(k).

Episode 172 - Self-Directed Coverdell ESA vs. the 529 Plan

Play Episode Listen Later Dec 12, 2023 11:29


In today's episode, Adam Bergman, Esq., discusses the Coverdell Education Savings Account and the 529 plan, the benefits of each, and which should you choose when saving for college.

esq self directed 529 plan coverdell adam bergman
Episode 171 - A Less Costly 40(k)-Type Option for Your Small Business

Play Episode Listen Later Dec 5, 2023 10:57


In today's episode, Adam Bergman, Esq., discusses the SIMPLE IRA, which could be a cost efficient retirement plan option for many small business owners.

Episode 170 - Adding a Member to a Self-Directed IRA LLC

Play Episode Listen Later Nov 28, 2023 10:03


In today's episode, Adam Bergman, Esq., discusses how you can add a member, such as a spouse's IRA or a separate Roth IRA, to your Self-Directed IRA LLC.

Episode 169 - Using a 1031 for My Self-Directed IRA

Play Episode Listen Later Nov 21, 2023 8:43


In today's episode, Adam Bergman, Esq., discusses what a 1031 Exchange is, how it works, and whether or not you would perform one using a Self-Directed IRA.

Episode 168 - What Can I Do With an Inherited IRA?

Play Episode Listen Later Nov 14, 2023 9:09


In today's episode, Adam Bergman, Esq., discusses your options when you inherit an IRA from a non-spouse, since they are more complicated than when you inherit it from a spouse, which you can take over the plan as your own.

esq inherited iras adam bergman
Episode 167 - New 2024 IRA & 401(k) Max Contribution Numbers

Play Episode Listen Later Nov 7, 2023 10:42


In today's episode, Adam Bergman, Esq., discusses the new contribution limits for 2024 for IRAs, including the Self-Directed IRA, Roth IRA, SEP and SIMPLE IRA, and 401(k) plans, including the Solo 401(k) which were recently announced by the IRS.

Episode 166 - How to Rollover a 401(k) to a Self-Directed IRA

Play Episode Listen Later Oct 31, 2023 7:57


In today's episode, Adam Bergman, Esq., explains how you can roll over old 401(k) funds into a Self-Directed IRA to make alternative asset investments.

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