Check out the latest book written by IRA Financial’s founder, Adam Bergman – Mastering the Self-Directed IRA

IRA Financial Podcast Network

Self-Directing. Alternative Investments. Tax Law.

New Book Release: Mastering the Self-Directed IRA

On this episode of Adam Talks, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., discusses his latest book, Mastering the Self-Directed IRA, the ninth book he has written on self-directed retirement plans and tax planning strategies.

Prohibited Transactions | Client Q&A

On this week’s episode, IRA Financial’s Adam Bergman Esq. answers three questions about prohibited transactions including buying into a life insurance fund, holding gold in a retirement plan, and is IRA Financial a precious metals dealer?

IRS Form W-9 & the Self-Directed IRA

On today’s episode of AdBits, tax attorney and IRA Financial’s founder, Adam Bergman, Esq., walks us through IRS Form W-9, what it is used for in the IRA context, and how to complete it.

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