Adam Talks - The Rise of Inflation

Adam Talks – The Rise of Inflation

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the rise of inflation and the impact on your assets and your retirement accounts. Listen to more about Inflation: https://www.irafinancialgroup.com/learn-more/podcast/inflation-episode-262/ — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber…

AdBits - After-Tax vs. Roth

AdBits – After-Tax vs. Roth

IRA Financial’s Adam Bergman Esq. discusses the difference between after-tax and Roth contributions to your retirement plan. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to our channel: https://www.youtube.com/user/IRAFinancialGroup?sub_confirmation=1 — About IRA Financial: IRA Financial Group was founded by…

Will the Step-up in Basis at Death Die?

Will the Step-up in Basis at Death Die?

Worried that your heirs might lose the step-up in basis at death? The new budget could eliminate the asset appreciation step-up. Learn more from Adam Bergman as he walks you through the potential scenarios. — Learn more about the Self-Directed…

How Does the Checkbook IRA actually work

How Does the Checkbook IRA actually work

Interested in learning about the Checkbook IRA? Learn what it is, how it differs from a traditional IRA, and what you can – and cannot! – hold in an IRA at all. Join Adam Bergman as he walks you through…

AdMail - Episode 61

AdMail – Episode 61

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about being trustee of a Solo 401(k) plan, deducting travel costs, and using an IRA for opportunity zone projects. — 0:00 Intro 1:11 *Question 1 from Steve Y in…

Real Estate Investors and the Tax Bill

Real Estate Investors and the Tax Bill

The September 12, 2021 Proposed Ways & Means Tax bill contains a significant number of tax provisions that will increase taxes and even adversely impact many retirement account holders. In this episode of Adam Live, Adam Bergman, Esq. discusses how…

How does the Chechbook IRA Actually Works

How does the Chechbook IRA Actually Works

Don’t miss our latest video coming Friday, if you’re learning about the Checkbook IRA LLC and want to know more about how it works. Adam Bergman has all the info you need. — Learn more about the Self-Directed IRA: https://www.irafinancialgroup.com/self-directed-ira-product/…

Adam Talks - Last Chance Self-Employed Retirement Strategies

Adam Talks – Last Chance Self-Employed Retirement Strategies

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses retirement strategies for the self-employed and how the latest tax proposal may affect how you save. Learn more about the tax proposal: https://www.irafinancialgroup.com/learn-more/financial-success/new-legislation-proposal/ Learn about the Solo 401(k)…

AdBits - Turning Rental Real Estate into a Business

AdBits – Turning Rental Real Estate into a Business

IRA Financial’s Adam Bergman Esq. discusses how you can turn you rental real estate into a business and the advantages of doing so. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to our channel: https://www.youtube.com/user/IRAFinancialGroup?sub_confirmation=1 — About IRA Financial:…

How to Value your IRA Investment

How to Value your IRA Investment

If you have alternative assets, such as real estate, in your Self-Directed IRA, you must know the value of those assets for tax purposes when distributing them from the plan. Adam Bergman details how you should go about valuing those…