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Rating
★★★★★
5
from
3 reviews
Categories
Country
United States
This podcast has
174 episodes
Language
English
Publisher
Adam Bergman
Explicit
No
Date created
2020/08/13
Latest episode
2024/02/23
Average duration
10 min.
Release period
9 days

Description

Podcast by Adam Bergman

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Podcast episodes

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ADMAIL 176
2024/02/23
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
2024/02/16
On this episode of AdMail, Adam Bergman answers your questions! Tune in to hear the answers to hear the answers to your questions!
ADMAIL 174
2024/02/09
Join Adam Bergman on this week's episode of AdMail to hear answers to your questions!
ADMAIL Episode 172
2024/01/26
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
2024/01/18
Join IRA Financial founder Adam Bergman as he answers questions from listeners. Have questions? Email us directly at [email protected]
Tax-Deductible Solo 401(k) Fees, Paying IRA Fees with Personal Funds, and more | Client Q&A
2024/01/05
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
2023/12/29
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
2023/12/22
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
2023/12/18
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
2023/12/08
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
2023/12/01
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
2023/11/22
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.

Podcast reviews

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5 out of 5
3 reviews
★★★★★
wfreedomnexus 2022/09/09
No competition when it comes to Adam’s knowledge
As one who has self directed my retirement accounts for five years, I STILL learn something ever time I listen to Adam. Highly recommend this podcas...
★★★★★
Name Taken 22339 2020/11/21
Great advice!
A must for anyone who wants to optimize retirement for funds. Adam is the real deal!!
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