Can I use a Loan to Buy Real Estate with an IRA or 401(k)
Real estate investors love to use leverage, but there are some things you need to know when you’re using your retirement funds. Adam Bergman walks you through what you need to know. Interested in learning more about never paying tax?…
Women and Values-Aligned Investing with Janine Firpo
Exclusive Interview with values-aligned investor, angel investor, social innovator, and author Janine Firpo. Learn more and connect with Janine: https://activateyourmoney.net/ Take control of your investing with a self-directed ira: https://www.trustetc.com/ Mae Szippl of Equity Trust discusses with Janine: – Her…
Adam Talks – Self-Directed IRA Under Attack
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. discusses the Ways and Means Committee’s tax proposal and how the retirement provisions affect Self-Directed IRA investors. Learn more about the tax proposal: https://www.irafinancialgroup.com/learn-more/financial-success/new-legislation-proposal/ Watch Adam Bergman’s YouTube Live:…
How to Avoid the UBTI tax for SDIRA Investors
What is UBTI/UBIT? How can you avoid this tax? Learn from Adam Bergman about what happens with your Self-Directed IRA and how to make sure your tax-advantageous investments stay that way. Interested in learning more about never paying tax? https://www.youtube.com/watch?v=m5YwVVUi7PY…
AdBits – LLC vs. S Corp
IRA Financial’s Adam Bergman Esq. discusses the similarities and differences between an LLC and an S Corporation, and why they are the two most popular entities for small businesses. — Discover more videos by IRA Financial: https://www.youtube.com/user/IRAFinancialGroup/videos?view_as=subscriber Subscribe to our…
New Proposed Tax Bill Has Arrived
Adam Bergman, Esq. provides details of the highly anticipated tax reconciliation package, which were finally released. In this YouTube Live, he will discuss the following: *Top individual rate increased to 39.6% (up from 37%). *Additional 3% surcharge tax on individuals…
Why do I need a checkbook control IRA
What’s so important about checkbook control? What makes it the most popular way for real estate to be dealt with by Self-Directed Nation? Learn more from Adam Bergman as he breaks it down. Interested in learning more about never paying…
You Need to Avoid These 3 Investments in your IRA
What are the three investments you need to avoid in your IRA? What are the potential pitfalls? Join Adam Bergman as he teases out the knots of the United States retirement system to help you plan your future. Interested in…
AdMail – Episode 56
In this week’s episode, IRA Financial’s Adam Bergman Esq. answers questions about filing IRS Form 5500, nondeductible IRA rules, and renting out an IRA-owned property. — 0:00 Intro 1:12 *Question 1 from Twitter: Is it true that if I don’t…
Adam Talks – 9/11 20 Years Later – Personal Stories
In this episode of Adam Talks, IRA Financial’s Adam Bergman Esq. shares some personal stories and thoughts about the 9/11 terrorist attacks as we approach the twentieth anniversary. Consider donating to the 9/11 Memorial Fund: https://www.911memorial.org/donate — Discover more videos…