430 episodes

IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.

Adam Talks Adam Bergman

    • Business

IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.

    Episode 442 - The Legal Status of Non-Compete Agreements

    Episode 442 - The Legal Status of Non-Compete Agreements

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses non-compete agreements and the impact new legislation could have on business-employee relationships.

    • 20 min
    Episode 441 - Maximizing the IRA & 401(k) Relationship

    Episode 441 - Maximizing the IRA & 401(k) Relationship

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).

    • 19 min
    Episode 440 – Financial Independence with a Self-Directed IRA

    Episode 440 – Financial Independence with a Self-Directed IRA

    On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.

    • 18 min
    Episode 439 - High-Net-Worth Tax Shelter in Jeopardy

    Episode 439 - High-Net-Worth Tax Shelter in Jeopardy

    On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.

    • 14 min
    Episode 438 - 2024 IRS Dirty Dozen Tax Scams

    Episode 438 - 2024 IRS Dirty Dozen Tax Scams

    On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.

    • 23 min
    Episode 438: Is My Self-Directed IRA FDIC Insured & IRS Direct File Pilot Results

    Episode 438: Is My Self-Directed IRA FDIC Insured & IRS Direct File Pilot Results

    On this episode of Adam Talks, Adam Bergman, Esq. discusses how FDIC insurance pertains to your Self-Directed IRA investment; Adam will also share his thoughts on the IRS Direct File Pilot program.

    • 18 min

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