Podcast appearances and mentions of Adam Bergman

Ever wonder how the rich keep getting richer—legally and tax-free? It's not luck. It's strategy. And it starts with knowing how to use a self-directed IRA to invest in real estate, private equity, and even startups—while keeping the IRS out of your profits.What if you could unlock the same wealth-building tools the ultra-rich use—without needing millions to start? On this week's Exit Strategies Radio Show, host Corwyn J. Melette sits down with Adam Bergman, CEO of IRA Financial Technologies and one of the nation's leading experts on retirement tax strategy.A former tax attorney with over 25,000 clients and $4 billion in managed assets, Adam explains how self-directed IRAs offer everyday people the freedom to invest in alternative assets—real estate, startups, private equity—and grow it all tax-free. This conversation breaks down the exact strategies smart investors use to build generational wealth and reclaim control of their financial future.Key Takeaways:01:56 Introducing Our Special Guest: Adam Bergman03:06 Adam Bergman's Journey to IRA Financial Technologies07:31 Understanding Self-Directed IRAs11:12 The Power of Roth IRAs14:41 Tax Strategies and Legacy Building with IRAs16:54 Collaborative Real Estate Investments with IRAs18:05 Leveraging Small IRAs for Bigger Investments20:25 Pitfalls to Avoid in Self-Directed IRA Investments22:28 Using Self-Directed IRAs to Start a Business27:53 Checkbook Control vs. Custodian Controlled IRAsThis isn't just about retirement—it's about freedom, control, and legacy. Don't let this powerful financial knowledge sit on the shelf. Tune in, take notes, and take action.Connect with Adam @:

For episode 531, Brandon Zemp is joined by Adam Bergman, a leading expert in self-directed IRAs and alternative retirement investments, known for founding IRA Financial, which has grown to serve over 25,000 clients with more than $5 billion in assets. With a background as a tax attorney, his deep knowledge of tax law and retirement regulations positioned him to pioneer strategies in the underutilized self-directed IRA space. A prolific author and speaker, Adam has written nine books and been featured in major media outlets, offering valuable insights on tax-advantaged investing and retirement planning. ⏳ Timestamps: 0:00 | Introduction0:55 | Who is Adam Bergman?2:26 | What is IRA Financial?4:34 | Types of Alternative Assets6:45 | Why brokers don’t offer alternative assets for IRAs?8:15 | IRA Financial account types12:32 | Management for clients13:32 | How to invest into Bitcoin with IRA16:10 | Is Bitcoin a good investment for retirement?19:40 | Is Gold still a good investment for retirement?21:11 | IRA taxable-event triggers23:16 | Yield-bearing alternative assets in IRAs24:26 | Why you should start an IRA when you are young26:40 | How to set up an IRA today28:20 | IRA Financial roadmap29:55 | IRA Financial on YouTube30:22 | Adam’s Books

In this conversation, John Harcar interviews Adam Bergman about the benefits and intricacies of self-directed IRAs. Adam shares his journey from being a tax lawyer to founding IRA Financial, emphasizing the potential of using retirement funds for alternative investments like real estate. The discussion covers the types of IRAs, tax benefits, common mistakes investors make, and the importance of financial education. Adam also highlights the mindset needed for success in business and investing, along with practical advice for those looking to explore self-directed IRAs. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

A lot of people pour years into building retirement accounts, only to feel trapped by choices that don't really move the needle. Watching the market swing up and down can feel like handing your future over to chance. The idea of taking real control sounds risky at first, but it also feels like the only real way to build something solid. There's something powerful about stepping outside the typical system and making your money work for you in ways most people never even consider. Adam Bergman shares how self-directed IRAs are changing the future of retirement investing. He explains how individuals can use these accounts to invest in real estate, private companies, and even crypto while keeping tax benefits intact. Adam emphasizes that entrepreneurs can tap into retirement funds to fuel their own businesses without penalties. He also broke down the often-overlooked power of compound returns in building lasting wealth. Stay tuned! Resources: Self-directing has never been easier | The smart way to invest your IRA or 401(k) in alternative assets. Subscribe to IRA Financial on YouTube Follow Adam Bergman on Facebook Connect with Adam Bergman on LinkedIn

We'd love to hear from you. What are your thoughts and questions?In this enlightening episode, Dr. Allen Lomax interviews Adam Bergman, a leading voice in the self-directed retirement industry. They discuss the transformative potential of self-directed IRAs, the misconceptions surrounding them, and the advantages of investing in alternative assets. Adam shares his journey from a tax lawyer to the founder of IRA Financial, emphasizing the importance of financial education and diversification in retirement planning. The conversation also covers the process of getting started with self-directed accounts, the rollover process, and the significance of understanding prohibited transactions.Main Points:Self-directed IRAs allow investment in alternative assets.Many professionals are unaware of self-directed IRAs.The private placement market is larger than public markets.Tax-free growth is a significant advantage of self-directed accounts.Diversification is crucial for reducing investment risk.Investors can control their financial future through self-direction.Education is key to unlocking retirement account potential.The rollover process for IRAs is straightforward and tax-free.Prohibited transactions must be understood to avoid penalties.Self-directed accounts can lead to greater investment opportunities.Connect with Adam Bergman:abergman@irafinancial.comhttps://www.irafinancial.com/https://www.youtube.com/@IRAFinancialhttps://www.linkedin.com/in/adambergman1

Adam Bergman is a well-known figure in the world of retirement planning, particularly for his pioneering work in the self-directed IRA (Individual Retirement Account) industry. As the founder of IRA Financial, a leading firm specializing in self-directed retirement accounts, Adam has built a reputation as a highly respected expert on alternative investments and tax-advantaged retirement strategies.Before founding IRA Financial, Adam worked as an attorney specializing in tax law, focusing on retirement and investment strategies. His extensive knowledge of tax codes, ERISA (Employee Retirement Income Security Act), and IRS regulations gave him a unique perspective on the potential benefits of self-directed retirement accounts, which at the time were relatively underutilized.In 2010, Adam Bergman launched IRA Financial with the goal of facilitating the setup of self-directed IRAs and also providing comprehensive guidance on how to structure these accounts and navigate the legal intricacies involved. A self-directed IRA allows individuals and business owners to invest in a wide range of assets, including real estate, private equity, cryptocurrencies, precious metals, and even startups, which traditional IRAs do not permit. Under Adam's leadership, IRA Financial Group grew into one of the largest and most recognized firms in the self-directed IRA space with over 25,000 clients and over $5B in assets invested.Adam has written extensively on topics such as self-directed IRAs, the legality of alternative investments, and tax strategies. In addition to authoring 9 books, his work has been featured in over 100 prominent media outlets such as Forbes, The Wall Street Journal, and Business Insider. In addition to his writing, Adam has appeared as a speaker at numerous financial and investment conferences and podcasts, where he shares his insights on the future of retirement planning and alternative investments. His expertise and ability to simplify complex tax and legal concepts have made him a trusted resource for both individual investors and financial professionals.

Adam Bergman is a well-known figure in the world of retirement planning, particularly for his pioneering work in the self-directed IRA (Individual Retirement Account) industry. As the founder of IRA Financial, a leading firm specializing in self-directed retirement accounts, Adam has built a reputation as a highly respected expert on alternative investments and tax-advantaged retirement strategies.Before founding IRA Financial, Adam worked as an attorney specializing in tax law, focusing on retirement and investment strategies. His extensive knowledge of tax codes, ERISA (Employee Retirement Income Security Act), and IRS regulations gave him a unique perspective on the potential benefits of self-directed retirement accounts, which at the time were relatively underutilized.In 2010, Adam Bergman launched IRA Financial with the goal of facilitating the setup of self-directed IRAs and also providing comprehensive guidance on how to structure these accounts and navigate the legal intricacies involved. A self-directed IRA allows individuals and business owners to invest in a wide range of assets, including real estate, private equity, cryptocurrencies, precious metals, and even startups, which traditional IRAs do not permit. Under Adam's leadership, IRA Financial Group grew into one of the largest and most recognized firms in the self-directed IRA space with over 25,000 clients and over $5B in assets invested.Adam has written extensively on topics such as self-directed IRAs, the legality of alternative investments, and tax strategies. In addition to authoring 9 books, his work has been featured in over 100 prominent media outlets such as Forbes, The Wall Street Journal, and Business Insider. In addition to his writing, Adam has appeared as a speaker at numerous financial and investment conferences and podcasts, where he shares his insights on the future of retirement planning and alternative investments. His expertise and ability to simplify complex tax and legal concepts have made him a trusted resource for both individual investors and financial professionals.

Adam Bergman is the founder of IRA Financial, is a U.S.based fintech company specializing in self-directed retirement accounts, offering a platform for individuals to invest their retirement funds in alternative assets.  Why you should listen Founded by Adam Bergman, a former tax and ERISA attorney, IRA Financial empowers individuals to take control of their retirement funds through self-directed IRAs and Solo 401(k)s. Unlike traditional retirement accounts that limit you to stocks and bonds, IRA Financial opens the door to alternative investments like real estate, precious metals, private placements, and even cryptocurrencies. With over 24,000 clients and $3.2 billion invested in alternative assets, they're making diversification more accessible than ever. IRA Financial offers IRAfi Crypto, a platform that allows you to buy, sell, and trade cryptocurrencies within your retirement account 24/7. Partnered with Bitstamp, it supports over 30 popular tokens, including Bitcoin and Ethereum. The best part? There's no need to set up an LLC, and they handle all IRS reporting for you. For a $100 annual fee and a 1% trading fee, you get full control over your crypto investments, all within a tax-advantaged account . It's a modern twist on retirement planning, giving you the freedom to invest in the digital assets shaping our future. Supporting links Stabull Finance IRA Financial Andy on Twitter  Brave New Coin on Twitter Brave New Coin If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.

Check the episode transcript hereABOUT ADAM BERGMAN Adam Bergman is an author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Through Adam's leadership, IRA Financial has helped over 25,000 clients take control over their retirement and invest over $4.6 billion of retirement funds into alternative assets. Adam has authored 9 books on self-directed retirement plans, and is a leading voice in the self-directed retirement industry.    Prior to starting IRA Financial, Mr. Bergman was a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. He then went on to receive his Masters of Taxation (LL.M.) from New York University School of Law. He is a member of the Tax Division of the American Bar Association and New York State Bar Association.  THIS TOPIC IN A NUTSHELL: Adam's career and transition to retirement advisoryWhat Is a Self-Directed IRA?Tax Benefits of Self-Directed IRAsSolo 401(k)s for Business OwnersIRA Financial's Client ExperienceCommon Use Cases for Real Estate InvestorsFreedom of Investment ChoiceSolo 401(k) vs IRA: Key DifferencesThe Power of Compounding & Roth AccountsConnect with Adam  KEY QUOTE:  "The goal isn't just to get rich. It's to get rich tax-free."  ABOUT THE WESTSIDE INVESTORS NETWORK   The Westside Investors Network is your community for investing knowledge for growth. For real estate professionals by real estate professionals. This show is focused on the next step in your career... investing, for those starting with nothing to multifamily syndication.     The Westside Investors Network strives to bring knowledge and education to real estate professionals that is seeking to gain more freedom in their life. The host AJ and Chris Shepard, are committed to sharing the wealth of knowledge that they have gained throughout the years to allow others the opportunity to learn and grow in their investing. They own Uptown Properties, a successful Property Management, and Brokerage Company. If you are interested in Property Management in the Portland Metro or Bend Metro Areas, please visit www.uptownpm.com. If you are interested in investing in multifamily syndication, please visit www.uptownsyndication.com.   #RealEstateInvesting #SelfDirectedIRA #Solo401k #TaxFreeInvesting #AlternativeAssets #RetirementPlanning #WealthBuilding #IRAInvesting #FinancialFreedom #PassiveIncome #InvestWithIRA #DiversifyYourPortfolio #CheckbookControl #RothIRA #PreTaxIRA #TaxDeferredGrowth #HardAssets #TangibleAssets #SelfDirected401k #RealEstateIRA #PrivateInvestments #RealAssets #IRACompliance #InvestmentFreedom #RetirementWealth #AssetControl #SmartInvesting #WealthStrategy #RecessionResistant #LongTermWealth CONNECT WITH ADAM:Website: https://www.irafinancial.comYouTube: IRA FinancialLinkedIn: https://www.linkedin.com/in/adambergman1  CONNECT WITH US   For more information about investing with AJ and Chris:  ·    Uptown Syndication | https://www.uptownsyndication.com/  ·    LinkedIn | https://www.linkedin.com/company/71673294/admin/   For information on Portland Property Management:  ·    Uptown Properties | http://www.uptownpm.com  ·    Youtube | @UptownProperties     Westside Investors Network  ·    Website | https://www.westsideinvestorsnetwork.com/  ·    Twitter | https://twitter.com/WIN_pdx  ·    Instagram | @westsideinvestorsnetwork  ·    LinkedIn | https://www.linkedin.com/groups/13949165/  ·    Facebook | @WestsideInvestorsNetwork  ·    Tiktok| @WestsideInvestorsNetwork  ·    Youtube | @WestsideInvestorsNetwork  

How do self-directed retirement accounts work? In this episode, Adam Torres and Adam Bergman, Founder of IRA Financial, explore IRA Financial and Adam's journey as an entrepreneur. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

How do self-directed retirement accounts work? In this episode, ⁠Adam Torres⁠ and ⁠Adam Bergman⁠, Founder of IRA Financial, explore IRA Financial and Adam's journey as an entrepreneur. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

This week's Open Mic guest is Adam Bergman, Managing Director at EchoTech Capital. While opinions still widely vary regarding what sustainability really means, Bergman stands in the gap between would be investors and those willing to adopt certain sustainable practices.  In agriculture the topics include regenerative farming,  a vast array of climate smart practices and even indoor farming. Washington has proven that financial support for renewable fuels as well as electricity from solar and wind sources can influence growth. Moving forward, the question remains which energy sources will see favor from Capitol Hill and what agricultural practices investors will support toward a greener environment and stronger food security. 

Trouble with taxes as a foreigner with business in the US? Or how can you legally reduce your tax to $0? Adam Bergman is a 9-time author, former tax and ERISA attorney, and the founder of IRA Financial - an industry leader in self-directed retirement solutions. Adam is a leading voice in the self-directed retirement industry and has been interviewed on CBS News and quoted in over one hundred and thirty major news publications in retirement tax planning - listen to one of the best tax interviews this season.***DON'T KNOW WHERE TO START WITH FRANCHISING? Grab Bob Bernotas' free course for a limited time only at edu.franchisewithbob.com/ideal***WHY LISTEN TO OUR INTERVIEW WITH ADAM BERGMAN:[00:00-04:40] It all started with IRAs[04:41-07:25] Real Estate Investments with IRA and 401k[07:26-15:02] Leverage saving accounts BETTER I[15:03-16:12] Sponsor: Franchising made easy[16:03-20:48] Leverage saving accounts BETTER II[20:49-26:44] International Investments and Tax Implications[26:45-29:37] Get the best tax advice to your door[29:38-32:18] Sometimes it's all luckReach out to Adam at  https://www.irafinancial.comAny questions?*** Interested in our $10k/month passive strategy? Just sign up for our newsletter at https://bit.ly/iwg-strategy BOOK IS OUT! Grab Your Copy and learn how to get your feet wet in real estate investing Download episodes to your favorite platforms at idealinvestorshow.com Connect with us through social! We'd love to build a community of like-minded people like YOU!

Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! by Adam Bergman

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!

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.

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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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).