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Adam Bergman
  • 5.0 (3)
  • BUSINESS

Podcast by Adam Bergman

Episodes

  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

  9. 07/19/2024

    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.

    13 min
  • 9 Episodes

5
out of 5
3 Ratings

About

Podcast by Adam Bergman

Information

  • Creator
    Adam Bergman
  • Years Active
    2020 - 2024
  • Episodes
    9
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    AdMail