IRA Financial Group Podcasts



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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