Podcast by Adam Bergman
13 Subscribers
Podcast hosts
No host has claimed this podcast yet, if you are the host you can verify ownership by claiming this podcast
© All rights reserved
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13 Subscribers
Reviews
raptor2xtreme
5 out of 5 stars
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 podcast and ITA Financial for anyone wanting an alternative to the typical stocks, bonds and mutual funds in their retirement account.
Name Taken 22339
5 out of 5 stars
Great advice!
A must for anyone who wants to optimize retirement for funds. Adam is the real deal!!
Podcast information
- Amount of episodes
- 130
- Subscribers
- 13
- Verified
- No
- Website
- Explicit content
- No
- Episode type
- episodic
- Podcast link
- https://podvine.com/link/..
- Last upload date
- March 23, 2023
- Last fetch date
- March 27, 2023 6:19 AM
- Upload range
- WEEKLY
- Author
- Adam Bergman
- Copyright
- All rights reserved
susbcribers
- IRA Plan Asset Rules, Taking a Salary from an IRA-Owned Business, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRA plan asset rules, taking a salary from an IRA-owned business, and tax rules related to investing in a start-up with a Self-Directed IRA.0 comments0
- Filing a 990-T, Rolling over SEP/IRA funds to a Solo 401(k), and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about filing a 990-T for a Self-Directed IRA, rolling over IRA and SEP funds to a Solo 401(k), and setting up a Solo 401(k) when you have multiple businesses.0 comments0
- Deadline for SIMPLE IRA Contributions, Opening an SDIRA as an Expat, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about making SIMPLE IRA contributions for last year, taking a 72(t) distribution with a Solo 401(k), and opening a Self-Directed IRA as an expat living abroad.0 comments0
- State Taxes for for IRA-Owned Property, Seller Financing, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about state taxes for a Self-Directed IRA-owned property, deciding between an LLC and trust for an IRA, and selling an IRA-owned property for seller financing.0 comments0
- AdMail Dec 16 · 10m Rental Real Estate & the Solo 401(k), Patent in an IRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about using rental real estate to contribute to a Solo 401(k), contributing a patent to a Self-Directed IRA, and converting a regular Self-Directed IRA to an IRA LLC.0 comments0
- Convertible Debt in an IRA, Setting up a Solo 401(k) when You have a SEP IRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about Solo 401(k) eligibility, convertible debt investments in an IRA, and setting up a Solo 401(k) if you already contribute to a SEP IRA.0 comments0
- Paying Taxes on a Roth Conversion, Allocating IRA Investments, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about choosing which IRA makes an investment, paying taxes on a Roth conversion, and using IRA funds to pay for a financial subscription.0 comments0
- Investing an IRA in a Mexican Business, Transferring a 401(k) to an SDIRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about investing an IRA into a Mexican business, transferring a 401(k) to a Self-Directed IRA, and switching from a regular Self-Directed IRA to a Checkbook IRA LLC.0 comments0
- AdMail Nov 3 · 8m Adding Funds to a Self-Directed IRA, Completing Form W-9, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about adding funds to a Self-Directed IRA LLC, completing a W-9, and whether or not you are a sole member of your IRA LLC.0 comments0
- Roth Conversions and Social Security, Limiting RMD Withdrawals, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about holding livestock with a Self-Directed IRA, limiting IRA required distributions, and whether a Roth conversion impacts Social Security.0 comments0
- Getting Started with a Self-Directed IRA, Converting an Inherited IRA, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about whether or not the Self-Directed IRA LLC gets taxed twice, how much you need to get started with a Self-Directed IRA, and if you can convert an Inherited IRA to a Roth.0 comments0
- Sale Leaseback with a Solo 401(k), Setting up an LLC, and more | Client Q&AIn this week's episode, IRA Financial's Adam Bergman Esq. answers questions about setting up an LLC for multiple retirement accounts, what to do with an old Solo 401(k) plan, and UBTI exemption for a sale leaseback.0 comments0
Podcast hosts
No host has claimed this podcast yet, if you are the host you can verify ownership by claiming this podcast
© All rights reserved
