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Latest episodes from AdMail

Self-Directed IRA IRS Reporting | Client Q&A

Play Episode Listen Later Nov 1, 2024 8:07


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRS reporting requirements with a Self-Directed IRA including filing a 1099-R, submitting a W-9 for an IRA LLC, and audit worries.

Coverdell Education Savings Accounts | Client Q&A

Play Episode Listen Later Oct 25, 2024 8:10


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?

Health Savings Accounts | Client Q&A

Play Episode Listen Later Oct 18, 2024 9:34


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?

Prohibited Transactions #10 | Client Q&A

Play Episode Listen Later Oct 11, 2024 13:22


On this week's episode, the final installment of this prohibited transaction ten-part series, IRA Financial's Adam Bergman Esq. answers the most important question - what are prohibited transactions, and how you can avoid them.

Prohibited Transactions #9 | Client Q&A

Play Episode Listen Later Oct 4, 2024 8:19


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including doing a joint venture with multiple IRAs, rolling IRA funds to a Solo 401(k), and buying cryptos from a friend using Roth IRA funds.

Prohibited Transactions #8 | Client Q&A

Play Episode Listen Later Sep 27, 2024 10:26


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending a business partner IRA money, purchasing real estate IRA-related supplies, and paying for travel to see a potential IRA property.

Prohibited Transactions #6 | Client Q&A

Play Episode Listen Later Sep 20, 2024 9:58


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including investing in old cars with an IRA, life settlement contracts, and lending personal funds to your IRA.

Prohibited Transactions #5 | Client Q&A

Play Episode Listen Later Sep 13, 2024 14:09


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including buying warrants with a Roth IRA, using a son's real estate agency to broker a deal for your IRA, and holding Bitcoin IRA keys in your personal possession.

Prohibited Transactions #5 | Client Q&A

Play Episode Listen Later Sep 6, 2024 13:08


On this week's episode, #200, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including using IRA funds to buy plane tickets to visit an IRA-owned property, hiring a sibling to manage your IRA LLC, and providing services to an IRA with a business you are a part owner.

Prohibited Transactions #4 | Client Q&A

Play Episode Listen Later Aug 30, 2024 14:42


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending money to a business partner, investing an IRA in a business you are involved in, and lending money to a sibling with a 0% loan.

Prohibited Transactions #3 | Client Q&A

Play Episode Listen Later Aug 23, 2024 8:48


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including loaning funds to your IRA, transacting with a company you own more than 80% of, and paying a sibling to manage your IRA LLC.

Prohibited Transactions #2 | Client Q&A

Play Episode Listen Later Aug 16, 2024 12:23


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including transacting with a stepson, loaning a girlfriend IRA funds, and how an employee may be considered a disqualified person.

Prohibited Transactions | Client Q&A

Play Episode Listen Later Aug 9, 2024 12:23


On this week's episode, IRA Financial's Adam Bergman Esq. answers three questions about prohibited transactions including buying into a life insurance fund, holding gold in a retirement plan, and is IRA Financial a precious metals dealer?

Real Estate IRA #5 | Client Q&A

Play Episode Listen Later Aug 2, 2024 8:47


On this week's episode, IRA Financial's Adam Bergman Esq. answers three final questions about the Real Estate IRA including the tax implications of selling an IRA-owned house, converting a piece of real estate to Roth, and moving an asset from a regular Self-Directed IRA to a Checkbook IRA LLC.

Real Estate IRA #4 | Client Q&A

Play Episode Listen Later Jul 26, 2024 12:08


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including if UBIT will apply to a real estate deal, building on an IRA-owned piece of land, and using an IRA for a "fix-and-flip" business.

Real Estate IRA #3 | Client Q&A

Play Episode Listen Later Jul 19, 2024 12:53


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including the 1031 Exchange, reporting rental income on your tax return, and UBTI tax on a hotel investment.

Real Estate IRA #2 | Client Q&A

Play Episode Listen Later Jul 12, 2024 10:27


On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including setting up an LLC for your IRA, adding funds to an IRA for repairs, and flipping a real estate contract with a Self-Directed IRA.

Real Estate IRA | Client Q&A

Play Episode Listen Later Jul 5, 2024 16:05


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Real Estate IRA including the tax implications of foreign real estate, co-mingling personal and retirement funds, and the best practices for paying contractors through your IRA.

Opening a Self-Directed IRA | Client Q&A

Play Episode Listen Later Jun 28, 2024 12:32


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about opening a Self-Directed IRA including how long it takes open an account, contributing an asset to an IRA, and when you should open an IRA for a real estate deal.

Traditional vs. Roth IRA | Client Q&A

Play Episode Listen Later Jun 21, 2024 12:14


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about comparing a traditional and Roth IRA, including which plan to choose, contributing to a 401(k) and IRA, and which plan has the best benefits for when I retire.

IRA & 401(k) Interplay | Client Q&A

Play Episode Listen Later Jun 14, 2024 8:05


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about how 401(k) plans and IRAs work together, including setting up an IRA when you have a workplace 401(k), setting up for a owner-only business, and contributing to a Roth IRA and a traditional 401(k).

Self-Directed IRA vs. Capital Gains | Client Q&A

Play Episode Listen Later Jun 7, 2024 14:42


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to capital gains on your investments, including a commercial real estate deal, lending IRA funds, and why use an IRA to invest in cryptos.

SEP IRA Secrets | Client Q&A

Play Episode Listen Later May 31, 2024 11:58


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to the SEP IRA, including opening a SEP when you have a full-time job, setting up a plan for 2023, and offering benefits to your employees.

Roth IRA Conversions | Client Q&A

Play Episode Listen Later May 24, 2024 14:44


On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to Roth IRA conversions, including the deadline for performing a conversion, how often can you engage in a conversion, and valuing an asset you wish to convert.

Required Minimum Distributions | Client Q&A

Play Episode Listen Later May 17, 2024 12:09


Are you confused about Required Minimum Distributions (RMDs) and how they impact your retirement planning? IRA Financial's founder, Adam Bergman is here to demystify RMDs and provide clear, concise answers to your top three questions!

Self-Directed IRA Distributions | Client Q&A

Play Episode Listen Later May 10, 2024 11:53


In this week's AdMail, we tackle some of the most pressing questions about Self-Directed IRA distributions to help you navigate the complexities of retirement investing. Here's a sneak peek at what we'll cover: "I own a vacation home in my self-directed IRA, do I have to sell the house to take a distribution?" - Chris W "I have a self-directed Roth IRA LLC, can I take tax-free distribution directly from my LLC?" - Carly T "I have a self-directed IRA with you and almost all the assets are tied up in illiquid private business investments. I am turning 73 this year, how do I take RMDs?" - YouTube Join us as we provide expert insights and actionable strategies to address these questions and more. Don't miss out on this opportunity to unlock the full potential of your Self-Directed IRA!

Self-Directed IRA Rollover Basics | Client Q&A

Play Episode Listen Later May 3, 2024 10:44


This week's AdMail is all about self-directed IRA rollover basics. Can you transfer real estate from one custodian to another? How do you move your 401(k) into a self-directed IRA? What is the difference between direct and indirect transfers? IRA Financial's founder Adam Bergman has the answers for you!

Self-Directed IRA Contribution Basics | Client Q&A

Play Episode Listen Later Apr 26, 2024 10:22


On today's podcast, we'll be talking about self-directed IRA Contribution Basics. Are you thinking about ways to add money to your self-directed IRA? Are you curious about if you can make IRA and self-directed IRA contributions in the same year? What about a Roth and an IRA contribution in the same year, or even moving money from a 401(k) to help fund a self-directed IRA. IRA Financial's founder, Adam Bergman, provides these answers and helps you feel comfortable contributing to your self-directed retirement account!

Self-Directed IRA Basics | Client Q&A

Play Episode Listen Later Apr 19, 2024 10:38


On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA basics. Find out if you can open a self-directed IRA in addition to a Roth IRA, why you may need a special custodian, such as IRA Financial, to invest in alternative assets, and if you can roll your former employer 401(k) plan into a self-directed IRA.

ADMAIL 183 | Self-Directed IRA IRS Reporting

Play Episode Listen Later Apr 12, 2024 12:04


On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on self-directed IRA IRS Reporting. Find out if you need to file a tax return on interest earned from a savings account with your self-directed IRA LLC, if you need to file an income tax return on your self-directed IRA LLC that is owned by a Roth IRA, and what to do if you invested in a business via your self-directed IRA and received a K-1 that had a loss.

ADMAIL 182

Play Episode Listen Later Apr 5, 2024 9:27


On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions on Roth conversions. Learn how the IRS knows the value of your assets, if you can pull out funds from a Roth conversion for personal use, and if the Biden Administration will stop Roth conversions for high-income earners.

ADMAIL 181

Play Episode Listen Later Mar 29, 2024 11:48


On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions. Learn if you can add your Roth IRA to a self-directed IRA LLC, how to move a self-directed IRA to a checkbook control LLC, and how to find the value of your solo 401(k) private investments.

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ADMAIL 180

Play Episode Listen Later Mar 22, 2024 11:27


On this episode of AdMail, IRA Financial founder, Adam Bergman answers your questions. Learn if you can draft your Nevada IRA LLC operating agreement to include a charging order, if you have a trust do you have to file a BOI under the CTA, and the rules surrounding a Mega Backdoor Roth.

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ADMAIL 179

Play Episode Listen Later Mar 15, 2024 11:21


Join Adam Bergman, IRA Financial founder, as he answers your questions! Learn about crowd-funding investments with a Self-Directed IRA, receiving a 1099 after selling investments in a Self-Directed IRA LLC, and finding funds for a Self-Directed investment.

ADMAIL 178

Play Episode Listen Later Mar 8, 2024 9:07


Join Adam Bergman, IRA Financial founder, as he answers your questions! Learn about hard money lending with a Self-Directed IRA, using a Self-Directed IRA to buy founder shares, and the Roth Solo 401(k).

ADMAIL 173

Play Episode Listen Later Mar 2, 2024 10:58


On today's episode, Adam Bergman answers frequently asked questions from viewers. Tune in to hear your questions answered!

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ADMAIL 177

Play Episode Listen Later Mar 2, 2024 11:11


On this episode of Adam Mail, Adam Bergman, IRA Financial Founder answers your questions. Learn about reporting after a Roth conversion, having family members sell properties in a Self-Directed IRA, and whether you have to allow employees to buy stock after doing a ROBS.

ADMAIL 176

Play Episode Listen Later Feb 23, 2024 10:27


On this episode of AdMail, IRA Financial founder Adam Bergman answers your questions! Tune in to hear the answers to the following questions: • I have a Checkbook Control LLC and want to take a taxable distribution since I am over the age of 59 1/2. Can I do it from the LLC? Jose M, Tampa, FL • I want to do a hard money loan to a real estate investor. Will I have UBIT on this type of deal? Sandy T Honolulu, HI • I am investing in a private equity fund. The fund is investing in growth companies. Will this type of investment trigger UBIT? Jerry K Montauk, NY

ADMAIL 175

Play Episode Listen Later Feb 16, 2024 9:40


On this episode of AdMail, Adam Bergman answers your questions! Tune in to hear the answers to hear the answers to your questions!

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ADMAIL 174

Play Episode Listen Later Feb 9, 2024 9:17


Join Adam Bergman on this week's episode of AdMail to hear answers to your questions!

ADMAIL Episode 172

Play Episode Listen Later Jan 26, 2024 8:49


On today's episode, Adam Bergman ESQ, founder of IRA Financial answers your questions! Tune in to listen to questions directly from our viewers.

SEPS, Solos & Self-Directed IRA's

Play Episode Listen Later Jan 18, 2024 9:02


Join IRA Financial founder Adam Bergman as he answers questions from listeners. Have questions? Email us directly at info@IRAFinancial.com

Tax-Deductible Solo 401(k) Fees, Paying IRA Fees with Personal Funds, and more | Client Q&A

Play Episode Listen Later Jan 5, 2024 8:19


In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions related to fees associated with self-directed retirement accounts and what exactly you get for them.

Investing in a SAFE with an IRA, Timber in a Roth IRA, and more | Client Q&A

Play Episode Listen Later Dec 29, 2023 11:17


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about doing a SAFE with a Self-Directed IRA, investing in timber with a Roth IRA, and convertible note investments in an IRA.

Roth Solo 401(k) Contributions, SEP vs. Solo, and more | Client Q&A

Play Episode Listen Later Dec 22, 2023 7:15


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making Roth contributions to a Solo 401(k), comparing the SEP IRA to the Solo K, and determining how much you may contribute to a Solo K.

Self-Directing a 529 Plan, Inheriting a Solo 401(k), and more | Client Q&A

Play Episode Listen Later Dec 18, 2023 9:57


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about self-directing a 529 plan, inheriting a Solo 401(k) plan, and valuing a private business held inside your Self-Directed IRA.

Three Questions About the New Corporate Transparency Act | Client Q&A

Play Episode Listen Later Dec 8, 2023 9:35


In this week's episode, IRA Financial's Adam Bergman Esq. answers three questions regarding the new Corporate Transparency Act and who needs to file a report with FinCEN.

Investing in Treasury Bonds, Solo 401(k) Certificate of Trust, and more | Client Q&A

Play Episode Listen Later Dec 1, 2023 8:05


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about buying treasury bonds in a Solo 401(k), certificate of trust for a Solo, and using an IRA to buy cryptos on a decentralized exchange.

Investing in an S Corp, Rolling Over a Roth 401(k), and more | Client Q&A

Play Episode Listen Later Nov 22, 2023 9:39


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing in an S Corp with a Roth IRA, rolling a Roth 401(k) into a Solo 401(k), and using a trust with an Health Savings Account.

Maxing out Your 401(k), Investing in an IRA LLC, and more | Client Q&A

Play Episode Listen Later Nov 17, 2023 10:45


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making additional 401(k) contributions after maxing out a workplace plan, selling an interest in an LLC, and filing requirements for an LLC investment with an IRA.

Taxes Due on a Roth Conversion, Combining IRAs for an Investment, and more | Client Q&A

Play Episode Listen Later Nov 10, 2023 9:06


In this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Roth conversion taxes, contributing to a Roth when you have a 401(k), and combining IRAs for an investment.

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