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

9 days ago 11m 58s

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

16 days ago 14m 44s

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

23 days ago 12m 9s

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

1 month ago 11m 53s

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 se

Self-Directed IRA Rollover Basics | Client Q&A

May 3rd, 2024 10m 44s

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? I

Self-Directed IRA Contribution Basics | Client Q&A

Apr 26th, 2024 10m 22s

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

Self-Directed IRA Basics | Client Q&A

Apr 19th, 2024 10m 38s

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 Financi

Self-Directed IRA IRS Reporting | Client Q&A

Apr 12th, 2024 12m 4s

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 yo

Roth Conversions | Client Q&A

Apr 5th, 2024 9m 27s

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 Adm

How to Find the Value of Your Solo 401(k) Private Investments & more | Client Q&A

Mar 29th, 2024 11m 48s

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

Mega Backdoor Roth Rules & more | Client Q&A

Mar 22nd, 2024 11m 27s

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

Crowd-Funding Investments, Finding Funds, & more | Client Q&A

Mar 15th, 2024 11m 21s

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

Hard Money Lending with a SDIRA & more | Client Q&A

Mar 8th, 2024 9m 7s

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).

Can I use my SDIRA to Buy a Car? | Client Q&A

Mar 2nd, 2024 10m 58s

In today's episode, Adam Bergman, Esq., answers your questions! Find out if you can use your self-directed IRA to buy a car, how you can live in the house you own through your self-directed IRA, and how to set up a self-directed IRA and rollove

Can a Family Member Earn Commission on a SDIRA Real Estate Deal & more | Client Q&A

Mar 2nd, 2024 11m 11s

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 bu

Will my Investment Trigger UBIT? | Client Q&A

Feb 23rd, 2024 10m 27s

Join Adam Bergman as he answers your questions! In this episode, Adam Bergman answers whether your investment type will trigger UBIT, whether or not you can do a hard money loan, and how to take a taxable distribution from your checkbook contro

Am I a Good Candidate for ROBs? | Client Q&A

Feb 16th, 2024 9m 40s

Does the $1500 tax credit impact my Solo 401(k) plan? Can I set up a 401(k) plan in 2024 for the 2023 tax year through my simple IRA? Am I a good candidate for ROBs? Tune in to get the answers to these questions from IRA Financial's founder, Ad

How Can I Use Funds in my IRA to Start a Business? | Client Q&A

Feb 9th, 2024 9m 17s

On this episode of AdMail, Adam Bergman answers your questions! Find out if you can open more than one self-directed investment plan, if you can sell property owned by a self-directed IRA and use the funds to buy personal property, and how you

Do SDIRA Custodians Charge Fees Based on the Value of the IRA? | Client Q&A

Jan 26th, 2024 8m 49s

On today's episode, Adam Bergman, Esq., answers your questions! Find out if you need separate band accounts for employee deferral and my employer profit-sharing contributions for your solo 401(k), If your private stock will trigger a tax liabil

SEPS, Solos & Self-Directed IRA's | Client Q&A

Jan 18th, 2024 9m 2s

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

Jan 5th, 2024 8m 19s

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

Dec 29th, 2023 11m 17s

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

Dec 22nd, 2023 7m 15s

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

Dec 18th, 2023 9m 57s

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.