164 episodes
AdMail Adam Bergman
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5.0 • 3 Ratings
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Podcast by Adam Bergman
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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.
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Real Estate IRA #3 | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including the 1031 Exchange, reporting rental income on your tax return, and UBTI tax on a hotel investment.
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Real Estate IRA #2 | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including setting up an LLC for your IRA, adding funds to an IRA for repairs, and flipping a real estate contract with a Self-Directed IRA.
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Real Estate IRA | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Real Estate IRA including the tax implications of foreign real estate, co-mingling personal and retirement funds, and the best practices for paying contractors through your IRA.
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Opening a Self-Directed IRA | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about opening a Self-Directed IRA including how long it takes open an account, contributing an asset to an IRA, and when you should open an IRA for a real estate deal.
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Traditional vs. Roth IRA | Client Q&A
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about comparing a traditional and Roth IRA, including which plan to choose, contributing to a 401(k) and IRA, and which plan has the best benefits for when I retire.
Customer Reviews
No competition when it comes to Adam’s knowledge
As one who has self directed my retirement accounts for five years, I STILL learn something ever time I listen to Adam.
Highly recommend this podcast and ITA Financial for anyone wanting an alternative to the typical stocks, bonds and mutual funds in their retirement account.
Great advice!
A must for anyone who wants to optimize retirement for funds. Adam is the real deal!!