176 episodes

Podcast by Adam Bergman

AdMail Adam Bergman

    • Business
    • 5.0 • 3 Ratings

Podcast by Adam Bergman

    ADMAIL 173

    ADMAIL 173

    On today's episode, Adam Bergman answers frequently asked questions from viewers. Tune in to hear your questions answered!

    • 10 min
    ADMAIL 177

    ADMAIL 177

    On this episode of Adam Mail, Adam Bergman, IRA Financial Founder answers your questions. Learn about reporting after a Roth conversion, having family members sell properties in a Self-Directed IRA, and whether you have to allow employees to buy stock after doing a ROBS.

    • 11 min
    ADMAIL 176

    ADMAIL 176

    On this episode of AdMail, IRA Financial founder Adam Bergman answers your questions! Tune in to hear the answers to the following questions:
    • I have a Checkbook Control LLC and want to take a taxable distribution since I am over the age of 59 1/2. Can I do it from the LLC? Jose M, Tampa, FL
    • I want to do a hard money loan to a real estate investor. Will I have UBIT on this type of deal? Sandy T Honolulu, HI
    • I am investing in a private equity fund. The fund is investing in growth companies. Will this type of investment trigger UBIT? Jerry K Montauk, NY

    • 10 min
    ADMAIL 175

    ADMAIL 175

    On this episode of AdMail, Adam Bergman answers your questions! Tune in to hear the answers to hear the answers to your questions!

    • 9 min
    ADMAIL 174

    ADMAIL 174

    Join Adam Bergman on this week's episode of AdMail to hear answers to your questions!

    • 9 min
    ADMAIL Episode 172

    ADMAIL Episode 172

    On today's episode, Adam Bergman ESQ, founder of IRA Financial answers your questions! Tune in to listen to questions directly from our viewers.

    • 8 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

wfreedomnexus ,

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.

Name Taken 22339 ,

Great advice!

A must for anyone who wants to optimize retirement for funds. Adam is the real deal!!

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