434 episodes

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

Adam Talks Adam Bergman

    • Business
    • 4.3 • 15 Ratings

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

    Episode 446 - Did the IRS just Lose Its Power?

    Episode 446 - Did the IRS just Lose Its Power?

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses a Supreme Court case ruling that overturned the doctrine of Chevron and that courts should rely on their own interpretation of ambiguous laws.

    • 14 min
    Episode 445 - Five-Year Retirement Plan

    Episode 445 - Five-Year Retirement Plan

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the five-year retirement plan and why quick-fix retirement strategies don't work; time and tax deferral are the essential keys for unlocking retirement wealth.

    • 18 min
    Episode 444 - UBIT is not as Bad as You Think for Your IRA

    Episode 444 - UBIT is not as Bad as You Think for Your IRA

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses unrelated business taxable income, UBIT or UBTI, how the tax may affect your investments, and why it's not as bad as you might think.

    • 19 min
    Episode 443 - 50 Years of the IRA

    Episode 443 - 50 Years of the IRA

    On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the 50-year history of the Individual Retirement Account (IRA) and why everyone should invest with one.

    • 24 min
    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

Customer Reviews

4.3 out of 5
15 Ratings

15 Ratings

nobody special :) ,

This is a great podcast

Adam Bergman is the go to expert on self-directed retirement plans and all things related to the legal and tax implications of same. His down to earth communication style and his ability to explain things in a simple manner is noteworthy. I have personaly benefited tremendously in the growth and management of my retirement plans. I have moved all of non-stock market assets to IRA Financial.

Name Taken 22339 ,

Fantastic

Adam and his firm are excellent.

Playmachin ,

Retirement education

Thanks for all the insights Adam—all the content and underlying emphasis to save for retirement is very much appreciated!

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