202 episodes

Podcast by Adam Bergman

AdBits Adam Bergman

    • Business
    • 5.0 • 3 Ratings

Podcast by Adam Bergman

    Episode 202 - Starting a Retirement Fund

    Episode 202 - Starting a Retirement Fund

    On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the basics of a retirement fund including how to get started, the benefits of starting one, and the types of plan options you should consider.

    • 16 min
    Episode 201 - The Checkbook IRA LLC Operating Agreement

    Episode 201 - The Checkbook IRA LLC Operating Agreement

    On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Self-Directed IRA LLC (Checkbook IRA LLC) operating agreement, why you need one, and customization options.

    • 11 min
    Episode 200 - Qualified Purchaser vs. Accredited Investor

    Episode 200 - Qualified Purchaser vs. Accredited Investor

    On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the differences between a qualified purchaser and an accredited investor and how these statuses open doors to exclusive investment opportunities in private equity, hedge funds, and more.

    • 13 min
    Episode 199 - IRA Financial vs. Schwab

    Episode 199 - IRA Financial vs. Schwab

    On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the distinct roles of different IRA custodians, such as Schwab, and why IRA Financial focuses on alternative investments instead of traditional assets.

    • 16 min
    Episode 198 - The Plan Asset Rules Explained

    Episode 198 - The Plan Asset Rules Explained

    On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the plan asset rules and how they effect your IRA or 401(k) fund investment.

    • 15 min
    Episode 197 - Why Can't I Set Up a Self-Directed IRA at Fidelity or Schwab?

    Episode 197 - Why Can't I Set Up a Self-Directed IRA at Fidelity or Schwab?

    On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you can't set up a "true" Self-Directed IRA at Schwab, Fidelity, or other traditional financial institutions.

    • 10 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

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