384 episodes
Adam Talks Adam Bergman
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- Business
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4.5 • 13 Ratings
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IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.
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Episode 383 - NFT Tax Treatment
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses IRS Notice 2023-27 regarding nonfungible tokens (NFT) and how they may be treated for tax purposes.
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Episode 382 - SVB, Bitcoin & Your IRA
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses Silicone Valley Bank (SVB) and the "mini banking crisis" and how that has impacted Bitcoin and your retirement account.
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Episode 381 - I Bonds & T-Bills in Your IRA or 401(k)
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses what I-Bonds and T-Bills are and how you can invest in them with your retirement account.
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Episode 380 - Tax Filing Deadline & the Checkbook IRA LLC
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses tax filing rules and deadlines for a Self-Directed IRA, whether you are a single member LLC, multiple member LLC (partnership) or a different entity.
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Episode 379 - Ultimate Way to Block UBIT for IRA Investors
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can block UBIT which is a tax that affects certain Self-Directed IRA investments.
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Episode 378 - How to Open a Roth IRA for my Child
In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can start a Roth IRA for your minor child and the rules surrounding funding of the plan.
Customer Reviews
Fantastic
Adam and his firm are excellent.
Retirement education
Thanks for all the insights Adam—all the content and underlying emphasis to save for retirement is very much appreciated!