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Adam Bergman
  • 5.0 (3)
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Podcast by Adam Bergman

  1. 10/25/2024

    Coverdell Education Savings Accounts | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?

    8 min

  2. 10/18/2024

    Health Savings Accounts | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?

    10 min

  3. 09/27/2024

    Prohibited Transactions #8 | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending a business partner IRA money, purchasing real estate IRA-related supplies, and paying for travel to see a potential IRA property.

    10 min

  4. 09/13/2024

    Prohibited Transactions #6 | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including buying warrants with a Roth IRA, using a son's real estate agency to broker a deal for your IRA, and holding Bitcoin IRA keys in your personal possession.

    14 min

  5. 09/06/2024

    Prohibited Transactions #5 | Client Q&A

    On this week's episode, #200, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including using IRA funds to buy plane tickets to visit an IRA-owned property, hiring a sibling to manage your IRA LLC, and providing services to an IRA with a business you are a part owner.

    13 min

  6. 08/30/2024

    Prohibited Transactions #4 | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending money to a business partner, investing an IRA in a business you are involved in, and lending money to a sibling with a 0% loan.

    15 min

  7. 08/23/2024

    Prohibited Transactions #3 | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including loaning funds to your IRA, transacting with a company you own more than 80% of, and paying a sibling to manage your IRA LLC.

    9 min

  8. 07/26/2024

    Real Estate IRA #4 | Client Q&A

    On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including if UBIT will apply to a real estate deal, building on an IRA-owned piece of land, and using an IRA for a "fix-and-flip" business.

    12 min
See All (128)

5
out of 5
3 Ratings

About

Podcast by Adam Bergman

Information

  • Creator
    Adam Bergman
  • Years Active
    2020 - 2024
  • Episodes
    128
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    AdMail

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