Pretax IRA vs. Roth IRA

Pretax IRA vs. Roth IRA

IRA Financial’s Adam Bergman explains the differences between the pretax, or traditional, IRA and the Roth IRA, how they each work and the benefits of both. Choosing largely depends on when you want to pay tax; of course, you can…

AdMail - Episode 106

AdMail – Episode 106

In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about funding an IRA real estate deal, surpassing the 60-day limit on an indirect rollover, and making an investment not listed in the Solo 401(k) plan document. — 0:00…

No Tax Roth IRA Conversions

No Tax Roth IRA Conversions

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss Roth IRA conversions and how to avoid taxes on them. He will explain what a conversion is, how it works and important factors to consider before…

How Many Cryptocurrencies Are There?

How Many Cryptocurrencies Are There?

In this video, John Bowens and Johnny Kmetz discuss how many cryptocurrencies exist and why only certain currencies are available through Equity Trust. Discover your self-directed cryptocurrency investing options: https://www.trustetc.com/investments/cryptocurrency/?utm_source=social&utm_medium=youtube&utm_campaign=research_education&utm_term=crypto_3 There are over 20,000 cryptocurrencies in existence, only about 10,000…

Adam Talks - Take Money Out of Your IRA or 401(k) Without Penalty

Adam Talks – Take Money Out of Your IRA or 401(k) Without Penalty

In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses ways to tap your retirement account without getting hit with the early distribution penalty. — 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 –…

AdBits - My Self-Directed IRA Annual Duties

AdBits – My Self-Directed IRA Annual Duties

IRA Financial’s Adam Bergman Esq. discusses your obligations if you have a Self-Directed IRA or a Checkbook Control IRA LLC and what your IRA custodian is responsible for. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to our channel:…

Where to Set Up my Self-Directed IRA LLC?

Where to Set Up my Self-Directed IRA LLC?

If you have a Checkbook Control Self-Directed IRA, you may wonder where you should set up your limited liability company (LLC). Generally, if you invest in real estate, form the LLC in the state the property is located; if not,…

Smart Tracker Property Report for Real Estate Investors

Smart Tracker Property Report for Real Estate Investors

Equity Real Estate Services CEO James Schlimmer joins Equity Trust’s National Education Specialist John Bowens as they show real estate investors and private money lenders how they can keep track of all the data they need with IRA Title Pro’s…

Shelter all your Business Gains from Tax

Shelter all your Business Gains from Tax

If you have a Roth IRA, you can invest in a business and shelter all your business gains from tax. Remember two things: you must own less than 50% of the business and your Roth must pay fair market value…

How Much Do I Need to Start a Self-Directed IRA?

How Much Do I Need to Start a Self-Directed IRA?

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss how to get started with a Self-Directed IRA. How much money do you actually need? In today’s investment space, you’d be surprised how little you need…