159 episodes
AdMail Adam Bergman
-
- Business
Podcast by Adam Bergman
-
Traditional vs. Roth IRA | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about comparing a traditional and Roth IRA, including which plan to choose, contributing to a 401(k) and IRA, and which plan has the best benefits for when I retire.
-
IRA & 401(k) Interplay | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about how 401(k) plans and IRAs work together, including setting up an IRA when you have a workplace 401(k), setting up for a owner-only business, and contributing to a Roth IRA and a traditional 401(k).
-
Self-Directed IRA vs. Capital Gains | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to capital gains on your investments, including a commercial real estate deal, lending IRA funds, and why use an IRA to invest in cryptos.
-
SEP IRA Secrets | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to the SEP IRA, including opening a SEP when you have a full-time job, setting up a plan for 2023, and offering benefits to your employees.
-
Roth IRA Conversions | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions related to Roth IRA conversions, including the deadline for performing a conversion, how often can you engage in a conversion, and valuing an asset you wish to convert.
-
Required Minimum Distributions | Client Q&A
Are you confused about Required Minimum Distributions (RMDs) and how they impact your retirement planning? IRA Financial's founder, Adam Bergman is here to demystify RMDs and provide clear, concise answers to your top three questions!