IRA Financial Group Podcasts



This Is What You Need To Know If You Are Thinking About Owning Collectibles With Retirement Funds

IRA Financial Group Podcast Episode 121: This Is What You Need To Know If You Are Thinking About Owning Collectibles With Retirement Funds

April 16th, 2018

IRA Financial Group's Adam Bergman discusses what you need to know if you are thinking about investing your retirement funds in collectibles, why the IRS prohibits investing an IRA or 401(k) in collectibles and what types of investments get defined as collectibles by the IRS.


How Do I Know My 401k Rollover Was Done Correctly And No Tax Is Due

IRA Financial Group Podcast Episode 120: How Do I Know My 401k Rollover Was Done Correctly And No Tax Is Due

April 13th, 2018

IRA Financial Group's Adam Bergman discusses how you know if the 401k rollover that you just did from your former employer was done properly and does not require a tax payment.


Make Too Much To Have A Roth IRA - You Need To Listen to This

IRA Financial Group Podcast Episode 119: Make Too Much To Have A Roth IRA - You Need To Listen to This

April 12th, 2018

IRA Financial Group's Adam Bergman discusses the idea that if you make too much money you can't have a Roth IRA and have no options and how you can legally do a backdoor Roth IRA.


This Is What You Need To Know If You Are Self-Employed And Thinking About Retirement Planning

IRA Financial Group Podcast Episode 118: This Is What You Need To Know If You Are Self-Employed And Thinking About Retirement Planning

April 12th, 2018

IRA Financial Group's Adam Bergman discusses what you absolutely need to know if you are self-employed or a small business owner and thinking about retirement.


Prohibited Transaction or Not - Can I Buy A Car With My Self-Directed IRA

IRA Financial Group Podcast Episode 117: Prohibited Transaction or Not? Can I Buy A Car With My Self-Directed IRA

April 11th, 2018

IRA Financial Group's Adam Bergman discusses whether buying a car with a Self-Directed IRA is a prohibited transaction or not and if a car can be considered an investment based on the rules in the Internal Revenue Code.


5 Things To Know When Looking To Use A Self-Directed IRA To Buy Real Estate

IRA Financial Group Podcast Episode 116: 5 Things To Know When Looking To Use A Self-Directed IRA To Buy Real Estate

April 10th, 2018

IRA Financial Group's Adam Bergman discusses the 5 things you absolutely need to know if you are looking to use retirement funds to buy real estate.


Tax Return Deadline and Retirement Planning Tips You Need To Know

IRA Financial Group Podcast Episode 115: Tax Return Deadline and Retirement Planning Tips You Need To Know

April 9th, 2018

IRA Financial Group's Adam Bergman discusses the tax return deadline and retirement planning tips.


Tax Return Dilemma - Traditional or Roth IRA Contributions

IRA Financial Group Podcast Episode 114: Tax Return Dilemma - Traditional or Roth IRA Contributions

April 5th, 2018

IRA Financial Group's Adam Bergman discusses whether you should make a pre-tax IRA or Roth IRA contribution, as well as if you should do a Roth IRA conversion.


IRS Audit Numbers and Retirement Accounts

IRA Financial Group Podcast Episode 113: IRS Audit Numbers and Retirement Accounts

April 4th, 2018

IRA Financial Group's Adam Bergman discusses the recent IRS numbers regarding audits of retirement accounts, which were released by the IRS earlier in 2018.


Mazzei Case - Is the Roth Foreign Sales Corp Strategy Dead

IRA Financial Group Podcast Episode 112: Mazzei Case - Is the Roth Foreign Sales Corp Strategy Dead?

March 29th, 2018

IRA Financial Group's Adam Bergman discusses a recent case called Mazzei v. Commissioner, which deals with Roth IRAs and foreign sales corporations.


Cryptocurrency Regulatory Update - From the Retirement Industry Trust Association Spring 2018 Conference

IRA Financial Group Podcast Episode 111: Cryptocurrency Regulatory Update - From the Retirement Industry Trust Association Spring 2018 Conference

March 29th, 2018

IRA Financial Group's Adam Bergman discusses an update to the regulations surrounding the cryptocurrency market, from the Retirement Industry Trust Association Spring 2018 Conference in Washington, D.C.


Did You Know You Can Self-Directed Your Children's Education Savings - Coverdell ESA

IRA Financial Group Podcast Episode 110: Did You Know You Can Self-Directed Your Children's Education Savings - Coverdell ESA

March 23rd, 2018

IRA Financial Group's Adam Bergman discusses the Coverdell Education Savings Account and the ability to self-direct it.


SEC Regulation of ICOs and Impact on Self-Directed IRAs

IRA Financial Group Podcast Episode 109: SEC Regulation of ICOs and Impact on Self-Directed IRAs

March 23rd, 2018

IRA Financial Group's Adam Bergman discusses the recent regulation by the SEC on Initial Coin Offerings and what it means for Self-Directed IRA investors.


Fifth Circuit Court of Appeals Strikes Down DOL Fiduciary Rule for IRAs

IRA Financial Group Podcast Episode 108: Fifth Circuit Court of Appeals Strikes Down DOL Fiduciary Rule for IRAs

March 16th, 2018

IRA Financial Group's Adam Bergman discusses the March 15th, 2018 Fifth Circuit Court of Appeals strike down of the DOL Fiduciary Rule for IRAs.


Three Things You Absolutely Need To Know Before Buying Bitcoins With An IRA

IRA Financial Group Podcast Episode 107: Three Things You Absolutely Need To Know Before Buying Bitcoins With An IRA

March 9th, 2018

IRA Financial Group's Adam Bergman discusses the three essential things one should consider before using an IRA to buy Bitcoins and other cryptocurrencies.


Cryptocurrencies Like Bitcoin Are Commodities, Federal Judge Says - What This Means for Bitcoin IRA Investors

IRA Financial Group Podcast Episode 106: Cryptocurrencies Like Bitcoin Are Commodities, Federal Judge Says - What This Means for Bitcoin IRA Investors

March 8th, 2018

IRA Financial Group's Adam Bergman discusses the decision by a Federal Judge on March 6th, 2018 that says that cryptocurrencies are a commodity and what this means for Bitcoin IRA investors and other retirement accounts that invest in cryptocurrency.


SEC - Cryptos - ICO - Recent Developments and Subpoenas

IRA Financial Group Podcast Episode 105: SEC - Cryptos - ICO - Recent Developments and Subpoenas

March 1st, 2018

IRA Financial Group's Adam Bergman discusses the recent wave of SEC subpoenas targeting cryptocurrency Initial Coin Offerings (ICOs).


2018 UBTI Tax Rates and Impact On Your Retirement Accounts

IRA Financial Group Podcast Episode 104: 2018 UBTI Tax Rates and Impact On Your Retirement Accounts

February 26th, 2018

IRA Financial Group's Adam Bergman discusses the 2018 Unrelated Business Taxable Income (UBTI or UBIT) rates and what impact it will have on your retirement accounts.


Trump Tax Plan and Cryptocurrency Mining with Retirement Funds

IRA Financial Group Podcast Episode 103: Trump Tax Plan and Cryptocurrency Mining with Retirement Funds

February 23rd, 2018

IRA Financial Group's Adam Bergman discusses how the Trump tax plan has made investing in Bitcoin mining operations using retirement funds more tax efficient.


How To Use Retirement Funds To Purchase Cryptocurrencies - Book Announcement

IRA Financial Group Podcast Episode 102: How To Use Retirement Funds To Purchase Cryptocurrencies - Book Announcement

February 21st, 2018

IRA Financial Group's Adam Bergman discusses his new book How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell, now available on Amazon, and describes the various topics that you will find in the book.


Impact of Inflation on Your Retirement Account and How a Self-Directed IRA Can Help

IRA Financial Group Podcast Episode 101: Impact of Inflation on Your Retirement Account and How a Self-Directed IRA Can Help

February 20th, 2018

IRA Financial Group's Adam Bergman discusses the risk of inflation in our economy and the potential impact on retirement funds, as well as how a self-directed retirement plan can potentially help protect your retirement assets from inflation.


Impact of New Carried Interest Law and Roth IRA Option

IRA Financial Group Podcast Episode 100: Impact of New Carried Interest Law and Roth IRA Option

February 16th, 2018

IRA Financial Group's Adam Bergman discusses hedge fund carried interest in Roth IRAs and the tax implications in light of the new tax rules.


My Kids Will have Over $10 Million in a Roth IRA When They Retire - So Can Yours - Learn How

IRA Financial Group Podcast Episode 99: My Kids Will have Over $10 Million in a Roth IRA When They Retire - So Can Yours - Learn How

February 14th, 2018

IRA Financial Group's Adam Bergman discusses strategies for how you can make your kids wealthy when they retire using the power of the Roth IRA.


10 Most Popular Cryptos Our Self-Directed IRA Investors Are Holding

IRA Financial Group Podcast Episode 98: 10 Most Popular Cryptos Our Self-Directed IRA Investors Are Holding

February 13th, 2018

IRA Financial Group's Adam Bergman discusses the most popular cryptocurrencies that IRA Financial Group clients are investing in.


New Tax Plan Tax Solution for Crypto Miners

IRA Financial Group Podcast Episode 97: New Tax Plan Tax Solution for Crypto Miners

February 8th, 2018

IRA Financial Group's Adam Bergman discusses a potential tax efficient way to mine cryptocurrencies.


Announcing New Crypto Book - How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell

IRA Financial Group Podcast Episode 96: Announcing New Crypto Book - How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell

February 8th, 2018

IRA Financial Group's Adam Bergman discusses his new book How To Use Retirement Funds To Purchase Cryptocurrencies In A Nutshell.


True or False - Hot Tax Topics Involving Cryptos

IRA Financial Group Podcast Episode 95: True or False - Hot Tax Topics Involving Cryptos

February 7th, 2018

IRA Financial Group's Adam Bergman discusses the myths and truths relating to the taxation of cryptocurrencies.


Update to the Tax Plan and the Impact on Retirement Accounts, Individuals, and Businesses - Part 2

IRA Financial Group Podcast Episode 94: How to Safely Hold Cryptos in Your Retirement Accounts -The Risks Involved and Your Options

January 10th, 2018

IRA Financial Group's Adam Bergman discusses tips for using retirement money to purchase cryptocurrencies, like Bitcoins, and the advantages of using your retirement funds to purchase virtual currency.


Update to the Tax Plan and the Impact on Retirement Accounts, Individuals, and Businesses - Part 2

IRA Financial Group Podcast Episode 93: How to Safely Hold Cryptos in Your Retirement Accounts -The Risks Involved and Your Options

January 9th, 2018

IRA Financial Group's Adam Bergman discusses why it is important to hold onto your private key when buying cryptocurrency in your self-directed retirement account and the risks involved in disclosing your private key to a custodian.


Update to the Tax Plan and the Impact on Retirement Accounts, Individuals, and Businesses - Part 2

IRA Financial Group Podcast Episode 92: Update to the Tax Plan and the Impact on Retirement Accounts, Individuals, and Businesses - Part 2

December 18th, 2017

IRA Financial Group's Adam Bergman discusses an update to the new tax plan and where it stands before it gets finalized and sent to The President to be signed into law, with updates based on new information from Monday December 18th, 2017.


Update to the Tax Plan and the Impact on Retirement Accounts, Individuals, and Businesses

IRA Financial Group Podcast Episode 91: Update to the Tax Plan and the Impact on Retirement Accounts, Individuals, and Businesses

December 18th, 2017

IRA Financial Group's Adam Bergman discusses an update to the new tax plan and where it stands before it gets finalized and sent to The President to be signed into law.


Continuing the Discussion - Using a Self-Directed IRA to Buy Cryptos - Interview with an IRA Financial Group Client Discussing His Experience - Part 2

IRA Financial Group Podcast Episode 90: Continuing the Discussion - Using a Self-Directed IRA to Buy Cryptos - Interview with an IRA Financial Group Client Discussing His Experience - Part 2

December 13th, 2017

IRA Financial Group's Adam Bergman continues his discussion with an IRA Financial Group client who setup an account with Coinbase to purchase Bitcoins through a Self-Directed IRA. Topics include how to setup your Coinbase account as an account related to a business instead of an individual or personal account.


Using a Self-Directed IRA to Buy Cryptos - Interview with an IRA Financial Group Client Discussing His Experience

IRA Financial Group Podcast Episode 89: Using a Self-Directed IRA to Buy Cryptos - Interview with an IRA Financial Group Client Discussing His Experience

December 13th, 2017

IRA Financial Group's Adam Bergman discusses the experience of an IRA Financial Group client who opened a Coinbase account and used his Self-Directed IRA funds to invest in Bitcoins.  Topics include how easy it was to setup the account, how long it takes and the process for using retirement funds to buy cryptocurrency.


New Bitcoin Futures Exchange - What it Means for Self-Directed IRA and Solo 401k Plan Investors

IRA Financial Group Podcast Episode 88: New Bitcoin Futures Exchange - What it Means for Self-Directed IRA and Solo 401(k) Plan Investors

December 11th, 2017

IRA Financial Group's Adam Bergman discusses the new Bitcoin Futures Exchange and what it means for retirement investors looking to buy cryptocurrency.


Senate Tax Plan and Retirement Accounts Update

IRA Financial Group Podcast Episode 87: Senate Tax Plan and Retirement Accounts Update

December 5th, 2017

IRA Financial Group's Adam Bergman discusses The Senate tax plan and provisions related to retirement accounts, IRAs and 401(k) Plans.


Senate Tax Plan Update

IRA Financial Group Podcast Episode 86: Senate Tax Plan Update

December 5th, 2017

IRA Financial Group's Adam Bergman discusses what has been updated in The Senate tax plan and the differences with the plan from The House.


New House Tax Plan Update - Big Business and Real Estate Investors Are The Big Winners

IRA Financial Group Podcast Episode 85: New Tax Plan and Retirement Funds - What is Expected to Pass?

November 17th, 2017

IRA Financial Group's Adam Bergman discusses what retirement related provisions are expected to be part of the new proposed tax plan.


New House Tax Plan Update - Big Business and Real Estate Investors Are The Big Winners

IRA Financial Group Podcast Episode 84: New House Tax Plan Update - Big Business and Real Estate Investors Are The Big Winners

November 17th, 2017

IRA Financial Group's Adam Bergman discusses the passing of the new tax bill by The House and what it means for investors.


Tax Plan Update - House and Senate Tax Plan Proposals

IRA Financial Group Podcast Episode 83: Tax Plan Update - House and Senate Tax Plan Proposals

November 13th, 2017

IRA Financial Group's Adam Bergman discusses an update to the new proposed tax plan and the key differences between the bills in The House and The Senate.


Impact of Trump Tax Plan on Real Estate Investors

IRA Financial Group Podcast Episode 82: Impact of Trump Tax Plan on Real Estate Investors

November 6th, 2017

IRA Financial Group's Adam Bergman discusses the proposed tax plan and the potential impact on real estate investors.


Rollover Business Start-Up ROBS Big Winner in Trump Proposed Tax Plan

IRA Financial Group Podcast Episode 81: Rollover Business Start-Up (ROBS) Big Winner in Trump Proposed Tax Plan

November 3rd, 2017

IRA Financial Group's Adam Bergman discusses the potential impact of the proposed tax cuts on the Rollover Business Start-Up (ROBS) solution.


The Trump Tax Plan and 401(k) Plan Retirement Accounts

IRA Financial Group Podcast Episode 80: The Trump Tax Plan and 401(k) Plan Retirement Accounts

October 25th, 2017

IRA Financial Group's Adam Bergman discusses the proposed tax plan from President Trump and the potential impact on 401(k) Plan retirement accounts and why the government thinks it needs to lower 401(k) Plan contribution limits.


The Trump Tax Plan and Your Retirement Account

IRA Financial Group Podcast Episode 79: The Trump Tax Plan and Your Retirement Account

September 29th, 2017

IRA Financial Group's Adam Bergman discusses the new tax plan announced by President Trump and the implications it has for retirement account holders.


IRA Hardship Distributions

IRA Financial Group Podcast Episode 78: IRA Hardship Distributions

August 22nd, 2017

IRA Financial Group's Adam Bergman discusses how you can take a hardship distribution withdrawal from your IRA and what taxes and penalties may or may not apply.


Using a Solo 401k to Buy Bitcoins and Cryptocurrency

IRA Financial Group Podcast Episode 77: Using a Solo 401k to Buy Bitcoins and Cryptocurrency

June 15th, 2017

IRA Financial Group's Adam Bergman discusses how to use a Solo 401k Plan to buy Bitcoins and Cryptocurrency, as interest in virtual currency continues to increase.


How to Buy Bitcoins With a Self-Directed IRA

IRA Financial Group Podcast Episode 76: How to Buy Bitcoins With a Self-Directed IRA

June 14th, 2017

IRA Financial Group's Adam Bergman discusses how to use your Self-Directed IRA to buy Bitcoins and other Cryptocurrencies, which has become a popular topic for Self-Directed retirement investors.


The Taxation of Bitcoins

IRA Financial Group Podcast Episode 75: The Taxation of Bitcoins

June 13th, 2017

IRA Financial Group's Adam Bergman discusses the emergence of Bitcoins and other Cryptocurrencies as investment options for Self-Directed retirement investors and the tax implications of such investments.


Trump Passthrough Tax Proposal and Impact On Retirement Savings

IRA Financial Group Podcast Episode 74: Trump Passthrough Tax Proposal and Impact On Retirement Savings

May 2nd, 2017

IRA Financial Group's Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.


Impact of Having a Solo 401(k) Plan on Your Personal Tax Return

IRA Financial Group Podcast Episode 73: Impact of Having a Solo 401(k) Plan on Your Personal Tax Return

April 10th, 2017

IRA Financial Group's Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Solo 401(k) Plan.


New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

IRA Financial Group Podcast Episode 72: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

March 7th, 2017

IRA Financial Group's Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.


How to Get Around the RMD Rules With a Roth 401k Plan

IRA Financial Group Podcast Episode 71: How to Get Around the RMD Rules With a Roth 401k Plan

March 7th, 2017

IRA Financial Group's Adam Bergman discusses strategies for circumventing or delaying RMDs with a Roth 401k Plan.


2016 Year-End Retirement Planning

IRA Financial Group Podcast Episode 70: 2016 Year-End Retirement Planning

December 22nd, 2016

IRA Financial Group's Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.


The Real Winner In The Presidential Election Was The Roth IRA

IRA Financial Group Podcast Episode 69: The Real Winner In The Presidential Election Was The Roth IRA

November 22nd, 2016

IRA Financial Group's Adam Bergman discusses how the Roth IRA may increase in popularity due to the tax strategies and positions proposed by President-Elect Trump.


What a Trump Presidency Means for Your Retirement Funds

IRA Financial Group Podcast Episode 68: What a Trump Presidency Means for Your Retirement Funds

November 17th, 2016

IRA Financial Group's Adam Bergman discusses the potential impacts to retirement funds and Social Security of a Donald Trump Presidency, based on the President-Elect's position on lowering taxes.


What Is a Self-Directed IRA Disqualified Person?

IRA Financial Group Podcast Episode 67: How to Structure a Self-Directed IRA Investment

November 2nd, 2016

IRA Financial Group's Adam Bergman discusses the different ways to structure a Self-Directed IRA investment, concentrating on debt vs. equity in an investment.


What Is a Self-Directed IRA Disqualified Person?

IRA Financial Group Podcast Episode 66: What Is a Self-Directed IRA Disqualified Person?

October 27th, 2016

IRA Financial Group's Adam Bergman discusses who is considered a disqualified person in a Self-Directed IRA or Solo 401(k) transaction and the types of transactions that are considered prohibited transactions.


The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

IRA Financial Group Podcast Episode 65: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

September 23rd, 2016

IRA Financial Group's Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.


Trump and Clinton on Retirement Plans, Social Security, and Taxes

IRA Financial Group Podcast Episode 64: Trump and Clinton on Retirement Plans, Social Security, and Taxes

September 20th, 2016

IRA Financial Group's Adam Bergman discusses how the Presidential candidates view retirement plans, retirement savings, and overall tax policy.


Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

IRA Financial Group Podcast Episode 63: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

August 29th, 2016

IRA Financial Group's Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.


IRS Revenue Procedure 2016-47 Rollover Requirement Updates

IRA Financial Group Podcast Episode 62: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

August 26th, 2016

IRA Financial Group's Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.


Prohibited Transaction Case Law Update

IRA Financial Group Podcast Episode 61: Prohibited Transaction Case Law Update

July 21st, 2016

IRA Financial Group's Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transactions with a self-directed retirement account.


Strategy For Minimizing UBTI Tax On A Self-Directed IRA Real Estate Investment

IRA Financial Group Podcast Episode 60: Strategy For Minimizing UBTI Tax On A Self-Directed IRA Real Estate Investment

July 20th, 2016

IRA Financial Group's Adam Bergman discusses dealing with UBTI on a Self-Directed IRA Real Estate Investment.


My Opinion - Cutting Personal Income Tax Rates, Not Business Taxes, Will Make America Great

IRA Financial Group Podcast Episode 59: My Opinion - Cutting Personal Income Tax Rates, Not Business Taxes, Will Make America Great

June 22nd, 2016

IRA Financial Group's Adam Bergman discusses the idea that what the U.S. economy needs is a reduction in personal income tax rates to help out small business owners.


In God We Trust - In Roth We Prosper, The New Book By IRA Financial Trust's Adam Bergman

IRA Financial Group Podcast Episode 58: In God We Trust - In Roth We Prosper, The New Book By IRA Financial Group's Adam Bergman

June 10th, 2016

IRA Financial Group's Adam Bergman discusses his latest book, In God We Trust - In Roth We Prosper, available on Amazon.


How To Use a California LLC To Buy Real Estate With a Retirement Account Without Paying The $800 Minimum Franchise Fee

IRA Financial Group Podcast Episode 57: How To Use a California LLC To Buy Real Estate With a Retirement Account Without Paying The $800 Minimum Franchise Fee

June 10th, 2016

IRA Financial Group's Adam Bergman discusses the high cost of the California Franchise Fee and how its is possible to avoid that fee under certain circumstances in order to use your retirement account to buy real estate.


Using Leverage to Buy Real Estate or Buy Notes With a Retirement Account - Hidden Tax Pitfalls

IRA Financial Group Podcast Episode 56: Using Leverage to Buy Real Estate or Buy Notes With a Retirement Account - Hidden Tax Pitfalls

May 18th, 2016

IRA Financial Group's Adam Bergman discusses potential tax pitfalls related to UDFI when using leverage to buy real estate or notes with a retirement account.


The Real Cost Behind the ROBS Solution

IRA Financial Group Podcast Episode 55: The Real Cost Behind the ROBS Solution

May 12th, 2016

IRA Financial Group's Adam Bergman discusses the Rollover Business Start-Up Solution, the rules behind it and the costs associated with creating and maintaining the plan.


How to use a Self-Directed IRA to Make Peer-to-Peer Lending Investments

IRA Financial Group Podcast Episode 54: How to use a Self-Directed IRA to Make Peer-to-Peer Lending Investments

May 11th, 2016

IRA Financial Group's Adam Bergman discusses how you can use your Self-Directed IRA to make Peer-to-Peer Lending Investments and tips for doing it the right way.


The Cold Hard Truth About Holding IRS Approved Coins and Metals With a Self-Directed IRA

IRA Financial Group Podcast Episode 53: The Cold Hard Truth About Holding IRS Approved Coins and Metals With a Self-Directed IRA

March 24th, 2016

IRA Financial Group's Adam Bergman discusses the topic of how to hold IRS approved coins and metals in a Self-Directed IRA or a Solo 401(k).


I Have Two IRAs, Should I Establish One or Two Self-Directed IRA LLCs?

IRA Financial Group Podcast Episode 52: I Have Two IRAs, Should I Establish One or Two Self-Directed IRA LLCs?

March 9th, 2016

IRA Financial Group's Adam Bergman discusses how to handle dealing with multiple IRAs and when it is a good idea to form more than one Self-Directed IRA LLC to manage them. Also discussed are the pros and cons of the single-member LLC vs. the multi-member LLC.


Your Solo 401(k) Plan & IRS Form 5500-EZ - New IRS Guidance

IRA Financial Group Podcast Episode 51: Your Solo 401(k) Plan & IRS Form 5500-EZ - New IRS Guidance

March 4th, 2016

IRA Financial Group's Adam Bergman discusses changes made to IRS Form 5500-EZ and new IRS guidance on those changes.


Have a Solo 401k Plan and Thinking of Hiring a Full-Time Employee,  Here Are Your Options

IRA Financial Group Podcast Episode 50: Have a Solo 401k Plan and Thinking of Hiring a Full-Time Employee, Here Are Your Options

February 17th, 2016

IRA Financial Group's Adam Bergman discusses your options if you have a Solo 401k Plan and are thinking of adding a full-time employee.


How to Complete IRS Form W-9 for a Self-Directed IRA

IRA Financial Group Podcast Episode 49: How to Complete IRS Form W-9 for a Self-Directed IRA

February 1st, 2016

IRA Financial Group's Adam Bergman discusses tips for properly filling out the IRS Form W-9 for your Self-Directed IRA.


Retirement Planning Tips for a Volatile Stock Market

IRA Financial Group Podcast Episode 48: Retirement Planning Tips for a Volatile Stock Market

January 27th, 2016

IRA Financial Group's Adam Bergman discusses how to manage your retirement assets during a volatile stock market.


Navigating the Stock Market Downturn with your Self-Directed IRA

IRA Financial Group Podcast Episode 47: Navigating the Stock Market Downturn with your Self-Directed IRA

January 20th, 2016

IRA Financial Group's Adam Bergman discusses how to navigate the current stock market downturn with your Self Directed IRA.


2015 Year In Review

IRA Financial Group Podcast Episode 46: 2015 Year In Review

January 4th, 2016

IRA Financial Group's Adam Bergman discusses the types of investments that were popular among IRA Financial Group's self-directed retirement clients in 2015.


2015 Year-End Planning

IRA Financial Group Podcast Episode 45: 2015 Year-End Planning

December 22nd, 2015

IRA Financial Group's Adam Bergman discusses some last minute year-end tax planning tips for your retirement account.


Rate Hike and The Solo 401(k) Loan

IRA Financial Group Podcast Episode 44: Rate Hike and The Solo 401(k) Loan

December 15th, 2015

IRA Financial Group's Adam Bergman discusses the potential impact the expected federal interest rate hike could have on Solo 401(k) Loans.


The New Book By Adam Bergman, Turning Retirement Funds Into Start-Up Dreams

IRA Financial Group Podcast Episode 43: The New Book By Adam Bergman, Turning Retirement Funds Into Start-Up Dreams

December 4th, 2015

IRA Financial Group's Adam Bergman discusses his new book, Turning Retirement Funds Into Start-Up Dreams.


IRS Issues Stern 60-Day IRA Ruling In New Private Letter Ruling

IRA Financial Group Podcast Episode 42: IRS Issues Stern 60-Day IRA Ruling In New Private Letter Ruling

December 3rd, 2015

IRA Financial Group's Adam Bergman discusses a recent private letter ruling from the IRS that covers the 60-Day IRA Rollover Rule.


401(k) Plan Audit Risks By the Numbers

IRA Financial Group Podcast Episode 41: 401(k) Plan Audit Risks By the Numbers

November 25th, 2015

IRA Financial Group's Adam Bergman discusses the audit risks when adopting a 401(k) plan.


Understanding the 401(k) After-Tax Contribution Conversion Rules

IRA Financial Group Podcast Episode 40: Understanding the 401(k) After-Tax Contribution Conversion Rules

November 25th, 2015

IRA Financial Group's Adam Bergman discusses how to understand the after-tax 401(k) contribution conversion rules.


MLP and Retirement Funds

IRA Financial Group Podcast Episode 39: MLP and Retirement Funds

November 25th, 2015

IRA Financial Group's Adam Bergman discusses how using retirement funds to make MLP investments could have some unexpected tax consequences.


Understanding The UBTI Rules In 5 Minutes Or Less

IRA Financial Group Podcast Episode 38: Understanding The UBTI Rules In 5 Minutes Or Less

November 24th, 2015

IRA Financial Group's Adam Bergman discusses how to understand Unrelated Business Taxable Income.


Don't Believe the Hype - The Truth About Holding Precious Metals & Coins With a Self-Directed IRA

IRA Financial Group Podcast Episode 37: Don't Believe the Hype - The Truth About Holding Precious Metals & Coins With a Self-Directed IRA

November 18th, 2015

IRA Financial Group's Adam Bergman discusses the truth behind the rules the IRS has set forth about holding precious metals with a Self-Directed IRA or Solo 401(k) Plan.


Learn How To Defer All Your Income Into Your 401(k) Plan Up To $59,000

IRA Financial Group Podcast Episode 36: Learn How To Defer All Your Income Into Your 401(k) Plan Up To $59,000

November 13th, 2015

IRA Financial Group's Adam Bergman discusses how to defer almost all of your income into 401(k) contributions if you make up to a certain amount of money.


2016 IRA and 401(k) Contribution Limits

IRA Financial Group Podcast Episode 35: 2016 IRA and 401(k) Contribution Limits

November 10th, 2015

IRA Financial Group's Adam Bergman discusses the 2016 IRA and 401(k) plan contribution limits.


New SEC Crowdfunding Rules Could Help Businesses Seek Financing From Retirement Accounts

IRA Financial Group Podcast Episode 34: New SEC Crowdfunding Rules Could Help Businesses Seek Financing From Retirement Accounts

November 3rd, 2015

IRA Financial Group's Adam Bergman discusses how the new SEC Crowdfunding Rules that were passed under the Jobs Act on October 30th, 2015 can help businesses seek financing from retirement accounts.


New Federal Budget Deal Increases Important of Private Retirement Savings

IRA Financial Group Podcast Episode 33: New Federal Budget Deal Increases Importance of Private Retirement Savings

November 2nd, 2015

IRA Financial Group's Adam Bergman discusses how the new federal budget deal increases the importance of private retirement savings.


How To Take Cash Out Of Your Solo 401(k) Plan

IRA Financial Group Podcast Episode 32: How To Take Cash Out Of Your Solo 401(k) Plan

October 14th, 2015

IRA Financial Group's Adam Bergman discusses how to take money out of your Solo 401(k) Plan.


The New Book by Adam Bergman, The Checkbook IRA, Why You Want It, Why You Need It

IRA Financial Group Podcast Episode 31: The New Book by Adam Bergman, The Checkbook IRA - Why You Want It, Why You Need It

October 1st, 2015

IRA Financial Group's Adam Bergman discusses his new book, The Checkbook IRA - Why You Want It, Why You Need It, available now on Amazon.


Considering Doing a ROBS - Things You Should Consider

IRA Financial Group Podcast Episode 30: Considering Doing a ROBS - Things You Should Consider

September 23rd, 2015

IRA Financial Group's Adam Bergman discusses important items to think about when considering setting up a ROBS (Rollover Business Startup) solution.


How To Boost Your Solo 401(K) Annual Contributions with the Nondeductible Contribution Tax Strategy

IRA Financial Group Podcast Episode 29: How To Boost Your Solo 401(k) Annual Contributions With The Nondeductible Contribution Tax Strategy

September 1st, 2015

IRA Financial Group's Adam Bergman discusses supercharging your Solo 401(k) contributions with a nondeductible or after-tax contribution strategy.


Apple Stock Roth Conversion Options

IRA Financial Group Podcast Episode 28: Apple Stock Roth Conversion Options

August 21st, 2015

IRA Financial Group's Adam Bergman discusses Roth conversion options and tax strategies for Apple stock shares.


The New Book by Adam Bergman, Going Solo - America's Best-Kept Retirement Secret For The Self Employed

IRA Financial Group Podcast Episode 27: The New Book by Adam Bergman, Going Solo - America's Best-Kept Retirement Secret For The Self Employed

July 31st, 2015

IRA Financial Group's Adam Bergman discusses his new book Going Solo - America's Best-Kept Retirement Secret For The Self Employed, available now on Amazon.


Can I hold IRS Approved Coins Personally

IRA Financial Group Podcast Episode 26: Can I hold IRS Approved Coins Personally

July 29th, 2015

IRA Financial Group's Adam Bergman discusses what types of coins can be purchased with retirement funds and how the coins should be held. Mr. Bergman discusses if you can hold IRS approved coins in your personal possession.


Chinese Stock Market Crash and Potential Impact on Your Retirement Funds

IRA Financial Group Podcast Episode 25: Chinese Stock Market Crash and Potential Impact on Your Retirement Funds

July 9th, 2015

IRA Financial Group's Adam Bergman discusses the Chinese stock market crash and the impact it could have on your retirement funds, as well as strategies that you can employ to diversify your retirement funds in the face of such a financial crisis.


The Potential Impact of The Greek Financial Crisis on Your Retirement Funds

IRA Financial Group Podcast Episode 24: The Potential Impact of The Greek Financial Crisis on Your Retirement Funds

July 8th, 2015

IRA Financial Group's Adam Bergman discusses how and why the Greek financial crisis could impact your retirement funds and strategies that you can employ to diversify your retirement funds in the face of such a financial crisis.


Learn How to Complete IRS Form 5500EZ For Your Solo 401K Plan

IRA Financial Group Podcast Episode 23: Learn How to Complete IRS Form 5500EZ For Your Solo 401K Plan

June 26th, 2015

IRA Financial Group's Adam Bergman discusses filling out the IRS Form 5500EZ for your Solo 401k Plan, including who needs and does not need to fill it out.


Understanding the Roth 401(k) Distribution Rules

IRA Financial Group Podcast Episode 22: Understanding the Roth 401(k) Distribution Rules

June 22nd, 2015

IRA Financial Group's Adam Bergman discusses the Roth 401(k) Distribution Rules and how they can impact your 401(k) Plan.


Using your IRA to invest in Real Estate - Opportunities and Pitfalls from Taxation and how to avoid UBTI

IRA Financial Group Podcast Episode 21: Using your IRA to invest in Real Estate - Opportunities and Pitfalls from Taxation and how to avoid UBTI

June 15th, 2015

IRA Financial Group's Adam Bergman discusses some of the tax implications of using your Self-Directed IRA to purchase real estate.


Tips For Holding Precious Metals and Coins In a Self-Directed IRA

IRA Financial Group Podcast Episode 20: Tips For Holding Precious Metals and Coins In a Self-Directed IRA

May 14th, 2015

IRA Financial Group's Adam Bergman discusses how you can hold IRS approved coins and precious metals in your Self-Directed IRA.


Understanding the IRA Rollover Rules

IRA Financial Group Podcast Episode 19: Understanding the IRA Rollover Rules

May 7th, 2015

IRA Financial Group's Adam Bergman discusses the rules surrounding IRA Rollovers, covering the types of rollovers that are possible and what you can and can't do when it comes to rollovers.


New IRS Form 5498 And Its Potential Impact On IRS Audits Involving Self-Directed IRA Accounts

IRA Financial Group Podcast Episode 18: New IRS Form 5498 And Its Potential Impact On IRS Audits Involving Self-Directed IRA Accounts

April 30th, 2015

IRA Financial Group's Adam Bergman discusses the new IRS Form 5498 and the potential impact on IRS Audits involving Self-Directed IRA accounts.


How To Choose The Best Solo 401k Plan For You

IRA Financial Group Podcast Episode 17: How To Choose The Best Solo 401k Plan For You

April 20th, 2015

IRA Financial Group's Adam Bergman discusses how investors can go about selecting the best type of Solo 401k Plan to fit their needs.


3 Most Common Mistakes When Using a Self-Directed IRA to Buy Real Estate

IRA Financial Group Podcast Episode 16: 3 Most Common Mistakes When Using a Self-Directed IRA to Buy Real Estate

April 13th, 2015

IRA Financial Group's Adam Bergman discusses the most common mistakes when using a self-directed IRA to buy real estate.


3 Most Common Mistakes When Using Retirement Funds to Buy a Business

IRA Financial Group Podcast Episode 15: 3 Most Common Mistakes When Using Retirement Funds to Buy a Business

April 8th, 2015

IRA Financial Group's Adam Bergman discusses the most common mistakes investors make when using retirement funds to buy a business.


Self-Directed IRA & Tax Return Requirements

IRA Financial Group Podcast Episode 14: Self-Directed IRA and Tax Return Filing Requirements

April 1st, 2015

IRA Financial Group's Adam Bergman discusses the Self-Directed IRA and Tax Return Filing Requirements that may apply to your IRA.


The Best Real Estate Tax Shelter You Never Heard Of

IRA Financial Group Podcast Episode 13: The Best Real Estate Tax Shelter You Never Heard Of

March 23rd, 2015

IRA Financial Group's Adam Bergman discusses the Solo 401(k) Plan and how it is the best way to purchase real estate with retirement funds.


3 Ways To Buy A Business With Retirement Funds

IRA Financial Group Podcast Episode 12: 3 Ways To Buy A Business With Retirement Funds

March 20th, 2015

IRA Financial Group's Adam Bergman discusses different strategies for buying a business with retirement funds.


Protecting Retirement Funds From Fraud

IRA Financial Group Podcast Episode 11: Protecting Retirement Funds From Fraud

March 13th, 2015

IRA Financial Group’s Adam Bergman discusses the potential of fraud when it comes to investing your retirement funds and tips on how to avoid being a victim of fraud.


Unrelated Business Taxable Income (UBTI) & The Self-Directed IRA - The Basics Part 2

IRA Financial Group Podcast Episode 10: Unrelated Business Taxable Income (UBTI) & The Self-Directed IRA - The Basics Part 2

March 12th, 2015

IRA Financial Group’s Adam Bergman discusses Unrelated Business Taxable Income and how it relates to Self-Directed Retirement Funds.


Unrelated Business Taxable Income (UBTI) & The Self-Directed IRA - The Basics Part 1

IRA Financial Group Podcast Episode 9: Unrelated Business Taxable Income (UBTI) & The Self-Directed IRA - The Basics Part 1

March 2nd , 2015

IRA Financial Group’s Adam Bergman discusses Unrelated Business Taxable Income and how it relates to Self-Directed Retirement Funds.


Tips for Buying Real Estate with a Self Directed IRA

IRA Financial Group Podcast Episode 8: Tips for Buying Real Estate with a Self Directed IRA

February 27th, 2015

IRA Financial Group’s Adam Bergman offers tips for investing in real estate with a Self Directed IRA.


Choosing the Best Plan for Real Estate Investments

IRA Financial Group Podcast Episode 7: Choosing the Best Plan for Real Estate Investments

February 24th, 2015

IRA Financial Group’s Adam Bergman discusses your retirement plan options (specifically the Solo 401(k) and Self-Directed IRA) when it comes to Real Estate and other alternate assets investments.


Advantages of Using Roth Solo 401(K) Plan to Buy Real Estate

IRA Financial Group Podcast Episode 6: Advantages of Using Roth Solo 401(K) Plan to Buy Real Estate

February 3rd, 2015

IRA Financial Group’s Adam Bergman discusses the advantages of using a Roth Solo 401(K) Plan to buy real estate.


Single Member v. Multi-Member Checkbook IRA LLC

IRA Financial Group Podcast Episode 5: Single Member v. Multi-Member Checkbook IRA LLC

January 30th, 2015

IRA Financial Group’s Adam Bergman discusses the differences between the Single Member Checkbook IRA LLC and the Multi-Member Checkbook IRA LLC.


Solo 401k v. SEP IRA

IRA Financial Group Podcast Episode 4: Solo 401k v. SEP IRA

January 15th, 2015

IRA Financial Group’s Adam Bergman discusses the benefits of a Solo 401(k) vs. the SEP IRA.


Is the Solo 401(k) Plan a New Plan?

IRA Financial Group Podcast Episode 3: Is the Solo 401(k) Plan a New Plan?

December 19th, 2014

IRA Financial Group’s Adam Bergman discusses The history of the solo 401(k) plan and how it became the most popular retirement plan for the self-employed​.


Self-Directed IRA with Checkbook Control

IRA Financial Group Podcast Episode 2: Self-Directed IRA with Checkbook Control

December 10th, 2014

In the second episode of IRA Financial Group’s podcast, Adam Bergman talks about the Self-Directed IRA with Checkbook Control.


Prohibited Transactions

IRA Financial Group Podcast Episode 1: Prohibited Transactions

December 3rd, 2014

IRA Financial Group’s Adam Bergman discusses the prohibited transaction rules in this podcast.




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