Using an IRA to Pay Off Student Loans

Using an IRA to Pay Off Student Loans

If you have a lot of student debt, you may be able to use IRA funds to pay it off. Plus, if you are currently enrolled in school, you can get penalty-free use of your IRA funds to pay for…

AdMail - Episode 68

AdMail – Episode 68

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about transferring an IRA to IRA Financial, tax withholding on an IRA rollover, and UBTI and hedge funds. — 0:00 Intro 1:01 *Question 1: If I have a Self-Directed…

Adam Talks - Important Self-Directed IRA Case for Bitcoin investors

Adam Talks – Important Self-Directed IRA Case for Bitcoin investors

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses a recent court case that could impact Bitcoin investors, specifically, storing them on a cold wallet. — Learn more about Bitcoin Investing: https://www.irafinancialgroup.com/learn-more/self-directed-ira/bitcoin-investing-with-a-self-directed-ira/ — Discover more videos by…

New Checkbook IRA case

New Checkbook IRA case

In this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, will discuss the impact of the McNulty v Commissioner case on a Self-Directed IRA holding coins at home, as well as its potential impact on other assets,…

AdBits - Gold Coins at Home

AdBits – Gold Coins at Home

IRA Financial’s Adam Bergman Esq. discusses a recent court case, McNulty v Commissioner, that reaffirms that you should not hold IRS-approved coins and metals at home. — 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 –…

Paying asset value fees with your SDIRA

Paying asset value fees with your SDIRA

If you’re paying asset valuation fees with your Self-Directed IRA, you have to ask yourself, “Why?” IRA Financial has a flat fee which not only can save you money but minimizes concerns come tax time. Learn more from Adam Bergman,…

AdMail - Episode 67

AdMail – Episode 67

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about UBTI and a non-recourse loan, moving XRP to IRA Financial, and holding American Eagle coins in an IRA. — 0:00 Intro 0:52 *Question 1: If I have a…

Basic Guide to Forex Trading with a Self-Directed IRA

Basic Guide to Forex Trading with a Self-Directed IRA

Trading currencies on a foreign exchange, known as Forex trading, can be done with your self-directed retirement accounts. Pairing up different currencies is a strategy to generate earnings based off the value of the two currencies. Be careful when using…

Roth Conversions and the Build Back Better Act

Roth Conversions and the Build Back Better Act

In this episode of Adam Live, Adam Bergman, Esq., founder of IRA Financial, talks about the Build Back Better Act, which was passed by the House on Friday, has provisions related to retirement plans, specifically, IRAs. Adam will discuss strategies…

Adam Talks - Roth Conversion and the Build Back Better Act

Adam Talks – Roth Conversion and the Build Back Better Act

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the Build Back Better Act and whether or not you should consider a Roth conversion. — Learn more about Roth conversions: https://www.irafinancialgroup.com/learn-more/self-directed-ira/what-are-the-advantages-of-converting-a-traditional-ira-to-a-self-directed-roth-ira-llc/ — Discover more videos by IRA…