What is IRA Financial up to?

Check out the conferences and events we’re attending, along with upcoming YouTube Live broadcasts and other webinars.

webinar header


Join us for a Free Zoom Webinar!

Adam Bergman, Esq., founder of IRA Financial, will be joined by Steve Blackwell, CEO and Co-Founder of Invito Energy Partners LLC.

The presenters will discuss, in detail, how you can combine real estate, and oil and gas investments to virtually eliminate the tax when you convert your traditional Self-Directed IRA to Roth.

You will learn:

  • How to easily set up a Self-Directed IRA so you can invest in alternative assets
  • The tax benefits from intangible drilling costs when you invest in oil and gas
  • A tax saving real estate strategy that takes advantage of the change in value when you convert your IRA to Roth.
  • How timing both of these strategies can eliminate the tax from the Roth conversion

How to Use Leverage without Tax to Buy Real Estate

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss how investors can use leverage (via a nonrecourse loan) to make real estate investments using a Solo 401(k) plan. There as an exemption to the UBTI rules for 401(k) plans, which makes them the best vehicle for using a tax-advantaged retirement plan to invest in real estate.

Watch the Replay!

How to Contribute $66,000+ in Roth in 2023

On this episode of Adam Live, IRA Financial founder, Adam Bergman, Esq. will discuss the Roth Solo 401(k) and all the benefits of the plan, which will allow you to make all contributions, both employee deferral and employer profit sharing, in Roth. This means you can put away up to $66,000, plus an additional $7,500 if you are at least age 50, after taxes and enjoy tax-free distributions during retirement.

Watch the Replay!

Suggest a topic: Email us at [email protected] to suggest a topic for discussion for our next YouTube Live event.

upcoming events header


Nothing coming up yet. Stay tuned for more events!

past events header


PIE Logo

September 8-9, 2023

Passive Investors Event

IRA Financial was honored to be a part of this year’s PIE conference in Hurst, TX. Founder, Adam Bergman, and CEO of IRA Financial Technologies, Ken Gendrich, were speakers at the event. Check out the highlights:

September 12-15, 2023

Realtor Convention
of the Dakotas

Members of the IRA Financial Trust team had a booth at the Realtor Convention of the Dakotas, which was held in Sioux Falls, SD.

Casper Dabek, Account Executive
Gavin Terhark, Account Executive
sd real estate convention