Podcasts

Click here to listen to IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS December 18th, 2017 IRA Financial Trust's Adam Bergman discusses how the IRA Financial Trust Company flat fee for their custodial services helps clients grow their retirement funds without high account valuation fees.

Click here to listen to IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings May 2nd, 2017 IRA Financial Trust's Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.

Click here to listen to IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return April 10th, 2017 IRA Financial Trust's Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017 March 7th, 2017 IRA Financial Trust's Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.

Click here to listen to IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning December 22nd, 2016 IRA Financial Trust's Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.

Click here to listen to IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account September 21st, 2016 IRA Financial Trust's Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.

Click here to listen to IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments August 29th, 2016 IRA Financial Trust's Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates August 26th, 2016 IRA Financial Trust's Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.

Click here to listen to IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update July 21st, 2016 IRA Financial Trust's Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transactions with a self-directed retirement account.

Click here to listen to IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities July 1st, 2016 IRA Financial Trust's Adam Bergman discusses a ruling in a SEC case against an IRA Custodian that solidifies the fact that IRA Custodians are Passive Custodians.

Click here to listen to IRA Financial Trust Podcast 14: Understanding the IRS Prohibited Transaction Rules in 5 Minutes or Less June 22nd, 2016 IRA Financial Trust's Adam Bergman discusses the IRS Prohibited Transaction Rules, including who is a Disqualified Person.

Click here to listen to IRA Financial Trust Podcast 13: In God We Trust – In Roth We Prosper, The New Book By IRA Financial Trust’s Adam Bergman June 10th, 2016 IRA Financial Trust's Adam Bergman discusses his latest book, In God We Trust – In Roth We Prosper, available on Amazon.

Click here to listen to IRA Financial Trust Podcast 12: ROBO Advisors and Self-Directed IRAs - More Compatible Than You Think May 18th, 2016 IRA Financial Trust's Adam Bergman discusses what a ROBO Advisor is and the advantages and disadvantages of using one.

Click here to listen to IRA Financial Trust Podcast 11: What Is An IRA Custodian And Why Do I Need One For A Self-Directed IRA March 31st, 2016 IRA Financial Trust's Adam Bergman discusses why you need a custodian for your Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 10: Understanding Your Self-Directed IRA Account Value March 29th, 2016 IRA Financial Trust's Adam Bergman discusses how to understand the value of your Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 9: One Solution For Getting More Americans To Save For Retirement March 24th, 2016 IRA Financial Trust's Adam Bergman discusses a simple solution for getting more Americans to save for retirement.

Click here to listen to IRA Financial Trust Podcast 8: The Beneficiary Form February 17th, 2016 IRA Financial Trust's Adam Bergman discusses the proper way to fill out the Designation of Beneficiary Form for your Self-Directed IRA account and how to designate beneficiaries for your Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 7: How The IRA Rollover Rules Work February 16th, 2016 IRA Financial Trust's Adam Bergman discusses the difference between a Rollover and Transfer and describes how a Direct Rollover differs from an Indirect Rollover.

Click here to listen to IRA Financial Trust Podcast 6: Tax Filing Requirements for a Self-Directed IRA February 11th, 2016 IRA Financial Trust's Adam Bergman discusses if you would have tax filing requirements if you established a Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 5: Checklist For Making a Self-Directed IRA Investment February 8th, 2016 IRA Financial Trust's Adam Bergman discusses important things to keep in mind when making a Self-Directed IRA investment.

Click here to listen to IRA Financial Trust Podcast 4: What Investments Does The IRS Allow Me To Make With My Self-Directed IRA February 4th, 2016 IRA Financial Trust's Adam Bergman discusses the types of transactions you can and cannot make with your Self-Directed IRA.

Click here to listen to IRA Financial Trust Podcast 3: Why Do I Need To Use A Special IRA Custodian To Buy Real Estate With My IRA? February 2nd, 2016 IRA Financial Trust's Adam Bergman discusses why you cannot buy real estate with your IRA account at a local bank and why you need to use a special IRA custodian.

Click here to listen to IRA Financial Trust Podcast 2: Choosing the Right Self-Directed IRA Custodian January 12th, 2016 IRA Financial Trust's Adam Bergman discusses choosing the right IRA custodian.

Click here to listen to IRA Financial Trust Podcast 1: Choosing the Right Self-Directed IRA January 11th, 2016 IRA Financial Trust's Adam Bergman discusses choosing the right IRA for you.