Adam Talks

Adam Bergman
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Adam Talks

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

  1. Episode 463 - Trump Win & Impact on Your IRA

    5 DAYS AGO

    Episode 463 - Trump Win & Impact on Your IRA

    As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could mean for the self-directed investing landscape in the coming four years.

    7 min
  2. Episode 463 - Unlocking Tax Savings: Discount Valuations for Self-Directed IRA Roth Conversions

    NOV 3

    Episode 463 - Unlocking Tax Savings: Discount Valuations for Self-Directed IRA Roth Conversions

    Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights.

    13 min

  3. OCT 31

    Episode 462 – UBIT, UDFI, and Real Estate in Your IRA

    In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.

    11 min

  4. OCT 25

    Episode 461 - What is Boosting Demand for Private Credit Funds?

    In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds.

    13 min

  5. OCT 17

    Episode 460 - Why Lower Interest Rates Will Be a Boom for Self-Directed IRA Investors

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors.

    12 min

  6. OCT 10

    Episode 459 - Proof that Buying Real Estate in an IRA is Better than Owning it Personally

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally.

    14 min

  7. OCT 3

    Episode 458 - How AI Can Help Self-Directed IRA Investors Make Better Decisions

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management.

    9 min

  8. SEP 26

    Episode 457 – Sports Betting & Your Retirement

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away.

    14 min
See All (452)

4.3
out of 5
15 Ratings

About

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

Information

  • Creator
    Adam Bergman
  • Years Active
    2014 - 2024
  • Episodes
    452
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    Adam Talks

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