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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 IRSDecember 18th, 2017IRA Financial Trust's Adam Bergman discusses how the IRA Finan
Click here to listen to IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement SavingsMay 2nd, 2017IRA Financial Trust's Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by Presi
Click here to listen to IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax ReturnApril 10th, 2017IRA Financial Trust's Adam Bergman discusses the tax implications and filing and reporting requirements wh
Click here to listen to IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017March 7th, 2017IRA Financial Trust's Adam Bergman discusses the new March 15th tax filing deadline for Self-Dir
Click here to listen to IRA Financial Trust Podcast 20: 2016 Year-End Retirement PlanningDecember 22nd, 2016IRA Financial Trust's Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution
Click here to listen to IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement AccountSeptember 21st, 2016IRA Financial Trust's Adam Bergman discusses what you need to know regarding the
Click here to listen to IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA InvestmentsAugust 29th, 2016IRA Financial Trust's Adam Bergman discusses why it is necessary to have an IRA Custodian for m
Click here to listen to IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement UpdatesAugust 26th, 2016IRA Financial Trust's Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken p
Click here to listen to IRA Financial Trust Podcast 16: Prohibited Transaction Case Law UpdateJuly 21st, 2016IRA Financial Trust's Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transacti
Click here to listen to IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian ResponsibilitiesJuly 1st, 2016IRA Financial Trust's Adam Bergman discusses a ruling in a SEC case against an IRA Custodian that
Click here to listen to IRA Financial Trust Podcast 14: Understanding the IRS Prohibited Transaction Rules in 5 Minutes or LessJune 22nd, 2016IRA Financial Trust's Adam Bergman discusses the IRS Prohibited Transaction Rules, including who is
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 BergmanJune 10th, 2016IRA Financial Trust's Adam Bergman discusses his latest book, In God We Trust – In
Click here to listen to IRA Financial Trust Podcast 12: ROBO Advisors and Self-Directed IRAs - More Compatible Than You ThinkMay 18th, 2016IRA Financial Trust's Adam Bergman discusses what a ROBO Advisor is and the advantages and disadvantage
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 IRAMarch 31st, 2016IRA 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 ValueMarch 29th, 2016IRA 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 RetirementMarch 24th, 2016IRA Financial Trust's Adam Bergman discusses a simple solution for getting more Americans to save for retirem
Click here to listen to IRA Financial Trust Podcast 8: The Beneficiary FormFebruary 17th, 2016IRA Financial Trust's Adam Bergman discusses the proper way to fill out the Designation of Beneficiary Form for your Self-Directed IRA account and h
Click here to listen to IRA Financial Trust Podcast 7: How The IRA Rollover Rules WorkFebruary 16th, 2016IRA Financial Trust's Adam Bergman discusses the difference between a Rollover and Transfer and describes how a Direct Rollover differs f
Click here to listen to IRA Financial Trust Podcast 6: Tax Filing Requirements for a Self-Directed IRAFebruary 11th, 2016IRA Financial Trust's Adam Bergman discusses if you would have tax filing requirements if you established a Self-Directed
Click here to listen to IRA Financial Trust Podcast 5: Checklist For Making a Self-Directed IRA InvestmentFebruary 8th, 2016IRA Financial Trust's Adam Bergman discusses important things to keep in mind when making a Self-Directed IRA investme
Click here to listen to IRA Financial Trust Podcast 4: What Investments Does The IRS Allow Me To Make With My Self-Directed IRAFebruary 4th, 2016IRA Financial Trust's Adam Bergman discusses the types of transactions you can and cannot make wi
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, 2016IRA Financial Trust's Adam Bergman discusses why you cannot buy real estate with your IRA acc
Click here to listen to IRA Financial Trust Podcast 2: Choosing the Right Self-Directed IRA CustodianJanuary 12th, 2016IRA 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 IRAJanuary 11th, 2016IRA Financial Trust's Adam Bergman discusses choosing the right IRA for you.
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