Podcast by Adam Bergman
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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
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.
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.
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.
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.
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!
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!
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!
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!
Everything you need to know about self-directed accounts and which one is right for you!
Everything you need to know about self-directed IRA asset and creditor protection! Blog post: https://tinyurl.com/25wwbpth
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!
Join IRA Financial founder Adam Bergman as he discusses seller financing in a Self-Directed IRA.
On this episode of Adbits, IRA Financial Founder Adam Bergman discusses the benefits of Roth IRAs for college students.
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!
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
On this episode of Adbits, Adam Bergman discusses BOI and FinCEN filings. Learn everything you need to know today!
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!
On today's episode of Adbits, Adam Bergman discusses how to day trade tax free! Learn how you can benefit today!
On today's episode, Adam Bergman discusses how you can do a joint venture with your IRA.
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!
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).
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.
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.
In today's episode, Adam Bergman, Esq., discusses the rollover rules for Roth retirement accounts, including the Roth IRA and Roth 401(k).
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.
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.
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.
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.
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.
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.
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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