Podcast appearances and mentions of Adam Bergman

American cyclist

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Adam Bergman

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Best podcasts about Adam Bergman

Latest podcast episodes about Adam Bergman

The Crypto Conversation
IRA Financial - Invest Your IRA in Alternative Assets

The Crypto Conversation

Play Episode Listen Later May 28, 2025 32:34


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.

Mission Matters Podcast with Adam Torres
Investing in Alternative Assets with a Self-directed Retirement Accounts

Mission Matters Podcast with Adam Torres

Play Episode Listen Later Apr 30, 2025 14:53


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

Mission Matters Money
Investing in Alternative Assets with a Self-directed Retirement Accounts

Mission Matters Money

Play Episode Listen Later Apr 30, 2025 14:53


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

Agri-Pulse Open Mic Interview
Agri-Pulse Open Mic: Adam Bergman, EchoTech Capital

Agri-Pulse Open Mic Interview

Play Episode Listen Later Apr 6, 2025 25:34


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. 

The IDEAL Investor Show: The Path to Early Retirement
Best Tax-Efficient Advice to Reduce your Tax in 30 Minutes | Tax Expert Interviews

The IDEAL Investor Show: The Path to Early Retirement

Play Episode Listen Later Mar 26, 2025 32:18


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!

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

Adam Bergman Talks

Play Episode Listen Later Dec 29, 2024 6:46


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

Adam Bergman Talks
Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds

Adam Bergman Talks

Play Episode Listen Later Dec 10, 2024 5:47


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.

Adam Bergman Talks
Episode 465: 2025 Contribution Limits

Adam Bergman Talks

Play Episode Listen Later Dec 3, 2024 5:34


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!

Adam Bergman Talks
Episode 464: BOI: What You Need to Know to Avoid Costly Mistakes

Adam Bergman Talks

Play Episode Listen Later Nov 25, 2024 5:46


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!

Adam Bergman Talks
Episode 463 - Unlocking Tax Savings: Discount Valuations for Self Directed IRA Roth Conversions

Adam Bergman Talks

Play Episode Listen Later Nov 4, 2024 13:15


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.

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

AdBits

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.

Adam Bergman Talks
Episode 460 - Why Lower Interest Rates Will Be a Boom for Self-Directed IRA Investors

Adam Bergman Talks

Play Episode Listen Later Oct 17, 2024 11:32


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.

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

AdBits

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.

Adam Bergman Talks
Episode 459 - Proof that Buying Real Estate in an IRA is Better than Owning it Personally

Adam Bergman Talks

Play Episode Listen Later Oct 10, 2024 13:46


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.

AdBits
Episode 212 – HSA - Secret Tax Shelter Benefits

AdBits

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.

Adam Bergman Talks
Episode 458 - How AI Can Help Self-Directed IRA Investors Make Better Decisions

Adam Bergman Talks

Play Episode Listen Later Oct 3, 2024 9:08


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.

AdBits
Episode 211 - ROBS and the S Corp

AdBits

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.

Adam Bergman Talks
Episode 457 – Sports Betting & Your Retirement

Adam Bergman Talks

Play Episode Listen Later Sep 26, 2024 13:30


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.

AdBits
Episode 210 - ROBS vs Self-Directed IRA to Buy a Business

AdBits

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.

Adam Bergman Talks
Episode 456 - You Don't Need to Move to Monaco to Save on Taxes

Adam Bergman Talks

Play Episode Listen Later Sep 19, 2024 12:30


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!

AdBits
Episode 209 - Rules for Moving Money Between Retirement Accounts

AdBits

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.

Adam Bergman Talks
Episode 455 - What Is The Fed Thinking AUDIO

Adam Bergman Talks

Play Episode Listen Later Sep 12, 2024 17:26


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.

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

AdBits

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.

Adam Bergman Talks
Episode 454 - BOI for My Self-Directed IRA?

Adam Bergman Talks

Play Episode Listen Later Sep 5, 2024 20:13


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.

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

AdBits

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.

Adam Bergman Talks
Episode 453 - New Case Every Real Estate Investor Must Know

Adam Bergman Talks

Play Episode Listen Later Aug 29, 2024 12:59


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.

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

AdBits

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.

Adam Bergman Talks
Episode 452 - Finally! Final RMD Regulations

Adam Bergman Talks

Play Episode Listen Later Aug 22, 2024 17:16


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.

AdBits
Episode 205 - Tax Free Dividends & ROBS

AdBits

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.

Adam Bergman Talks
Episode 451 - Upside of a Market Crash for Your IRA

Adam Bergman Talks

Play Episode Listen Later Aug 15, 2024 18:16


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.

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

AdBits

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.

Adam Bergman Talks
Episode 450 – New Book Release: Mastering the Self-Directed IRA

Adam Bergman Talks

Play Episode Listen Later Aug 8, 2024 14:22


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.

Adam Bergman Talks
Episode 449 - Kamala Harris & Your IRA

Adam Bergman Talks

Play Episode Listen Later Aug 1, 2024 14:38


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?

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

AdBits

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.

Adam Bergman Talks
Episode 448 - 3 Ways to Fund a Self-Directed IRA

Adam Bergman Talks

Play Episode Listen Later Jul 25, 2024 16:53


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.

AdBits
Episode 202 - Starting a Retirement Fund

AdBits

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.

Adam Bergman Talks
Episode 447 - Trump, Biden, & Your IRA

Adam Bergman Talks

Play Episode Listen Later Jul 18, 2024 17:07


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.

AdBits
Episode 201 - The Checkbook IRA LLC Operating Agreement

AdBits

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.

Adam Bergman Talks
Episode 446 - Did the IRS just Lose Its Power?

Adam Bergman Talks

Play Episode Listen Later Jul 11, 2024 14:05


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.

AdBits
Episode 200 - Qualified Purchaser vs. Accredited Investor

AdBits

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.

Adam Bergman Talks
Episode 445 - Five-Year Retirement Plan

Adam Bergman Talks

Play Episode Listen Later Jul 4, 2024 18:15


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.

AdBits
Episode 199 - IRA Financial vs. Schwab

AdBits

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.

Adam Bergman Talks
Episode 444 - UBIT is not as Bad as You Think for Your IRA

Adam Bergman Talks

Play Episode Listen Later Jun 27, 2024 19:27


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.

AdBits
Episode 198 - The Plan Asset Rules Explained

AdBits

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.

Adam Bergman Talks
Episode 442 - 50 Years of the IRA

Adam Bergman Talks

Play Episode Listen Later Jun 21, 2024 24:05


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.

Adam Bergman Talks
Episode 442 - The Legal Status of Non-Compete Agreements

Adam Bergman Talks

Play Episode Listen Later Jun 13, 2024 20:28


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.

Adam Bergman Talks
Episode 441 - Maximizing the IRA & 401(k) Relationship

Adam Bergman Talks

Play Episode Listen Later Jun 6, 2024 19:00


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).

Adam Bergman Talks
Episode 440 – Financial Independence with a Self-Directed IRA

Adam Bergman Talks

Play Episode Listen Later May 30, 2024 18:51


On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.

Adam Bergman Talks
Episode 439 - High-Net-Worth Tax Shelter in Jeopardy

Adam Bergman Talks

Play Episode Listen Later May 23, 2024 14:20


On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.

Adam Bergman Talks
Episode 438 - 2024 IRS Dirty Dozen Tax Scams

Adam Bergman Talks

Play Episode Listen Later May 16, 2024 23:48


On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.