Adam Talks

Adam Bergman
  • 4.3(15개의 평가)
  • 투자
  • 격주 업데이트
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

    5일 전

    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.

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

    11월 3일

    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.

    13분

  3. 10월 31일

    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.

    11분

  4. 10월 25일

    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.

    13분

  5. 10월 17일

    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.

    12분

  6. 10월 10일

    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.

    14분

  7. 10월 3일

    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.

    9분

  8. 9월 26일

    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.

    14분
모두 보기(452개)

4.3
최고 5점
15개의 평가

소개

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

정보

  • 제작진
    Adam Bergman
  • 방송 연도
    2014년 - 2024년
  • 에피소드
    452
  • 등급
    전체 연령 사용가
  • 저작권
    © All rights reserved
  • 웹사이트 보기
    Adam Talks

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