https://www.irafinancialgroup.com Tue, 18 Feb 2025 18:42:03 +0000 Tue, 18 Feb 2025 18:42:03 +0000 60 en All rights reserved feeds@soundcloud.com (SoundCloud Feeds) Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth! IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts. Adam Bergman no https://i1.sndcdn.com/avatars-gZulH9AfzwH6guyB-WRqM7Q-original.jpg https://www.irafinancialgroup.com Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRAIRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.adamb@irafinancialgroup.comAdam Bergman tag:soundcloud,2010:tracks/2009150047 Tue, 14 Jan 2025 00:00:00 +0000 https://soundcloud.com/irafinancial/what-i-wish-i-knew-before-i-started-investing 00:08:21 Adam Bergman no Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I’m sharing my biggest mistakes and insights so you can maximize your savings today. Discover the key investing lessons I wish I knew … Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I’m sharing my biggest mistakes and insights so you can maximize your savings today. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/2004518503 Tue, 07 Jan 2025 00:00:00 +0000 https://soundcloud.com/irafinancial/major-tax-benefits-of-buying-bitcoin-in-an-ira 00:05:46 Adam Bergman no Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!" Bitcoin is booming—learn how to harness its poten… Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!" adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1997370163 Sun, 29 Dec 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-468-3-things-to-do-in-2025-to-guarantee-retirement-wealth 00:06:46 Adam Bergman no Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! by Adam Bergman Episode 468: 3 Things to do in 2025 to Guarantee … Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! by Adam Bergman adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1987197747 Sat, 14 Dec 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-467-angel-investing-lps-and-other-ways-to-use-your-ira-to-invest-in-business 00:05:40 Adam Bergman no Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups! Learn how to use your IRA for angel investing, ve… Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups! adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1979647443 Tue, 10 Dec 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-466-how-the-secure-act-20-helps-you-reclaim-forgotten-401k-funds 00:05:47 Adam Bergman no Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles. Adam Bergman discusses a critical development in … Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1972904483 Tue, 03 Dec 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-2025-contribution-limits 00:05:34 Adam Bergman no Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what’s new, what’s the same, and how it impacts your savings strategy! Get the latest on 2025 retirement contribution li… Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what’s new, what’s the same, and how it impacts your savings strategy! adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1967643679 Mon, 25 Nov 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-464-boi-what-you-need-to-know-to-avoid-costly-mistakes 00:05:46 Adam Bergman no Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected! Discover what you need to know about Beneficial O… Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected! adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1961347479 Fri, 15 Nov 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-463-trump-win-impact-on-your-ira 00:07:12 Adam Bergman no As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could mean for the self-directed investing landscape in the coming four years. As markets surge, Adam breaks down how Trump’s re… As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could mean for the self-directed investing landscape in the coming four years. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1950516931 Sun, 03 Nov 2024 00:00:00 +0000 https://soundcloud.com/irafinancial/episode-463-discount-valuations-roth-conversions 00:13:15 Adam Bergman no Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights. Discover how the discounted valuation strategy ca… Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1946401579 Thu, 31 Oct 2024 15:23:50 +0000 https://soundcloud.com/irafinancial/episode-462-ubit-udfi-and-real-estate-in-your-ira 00:11:07 Adam Bergman no In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved. In this episode, we dive into the complex yet pow… In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1940950563 Fri, 25 Oct 2024 13:52:39 +0000 https://soundcloud.com/irafinancial/episode-461-what-is-boosting-demand-for-private-credit-funds 00:12:44 Adam Bergman no In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds. In this episode, we dive into the factors driving… In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1936479053 Thu, 17 Oct 2024 15:00:47 +0000 https://soundcloud.com/irafinancial/episode-460-why-lower-interest-rates-will-be-a-boom-for-self-directed-ira-investors 00:11:32 Adam Bergman no On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors. On this episode of Adam Talks, tax attorney and I… On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1931631806 Thu, 10 Oct 2024 15:00:10 +0000 https://soundcloud.com/irafinancial/episode-459-proof-that-buying-real-estate-in-an-ira-is-better-than-owning-it-personally 00:13:46 Adam Bergman no On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally. On this episode of Adam Talks, tax attorney and I… On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1928078651 Thu, 03 Oct 2024 15:00:39 +0000 https://soundcloud.com/irafinancial/episode-458-how-ai-can-help-self-directed-ira-investors-make-better-decisions 00:09:08 Adam Bergman no On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management. On this episode of Adam Talks, tax attorney and I… On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1923480599 Thu, 26 Sep 2024 15:00:27 +0000 https://soundcloud.com/irafinancial/episode-457-sports-betting-your-retirement 00:13:30 Adam Bergman no On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away. On this episode of Adam Talks, tax attorney and I… On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1918936145 Thu, 19 Sep 2024 15:00:35 +0000 https://soundcloud.com/irafinancial/episode-456-you-dont-need-to-move-to-monaco-to-save-on-taxes 00:12:30 Adam Bergman no On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines! On this episode of Adam Talks, tax attorney and I… On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why you don't have to leave the country to take advantage of tax-friendly situations; you can simply cross state lines! adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA tag:soundcloud,2010:tracks/1913252429 Thu, 12 Sep 2024 15:00:14 +0000 https://soundcloud.com/irafinancial/episode-455-what-is-the-fed-thinking 00:17:26 Adam Bergman no On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future. On this episode of Adam Talks, tax attorney and I… On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses his thoughts on the news that the Fed, led by Jerome Powell, will look to cut interest rates in the very near future. adamb@irafinancialgroup.com (Adam Bergman)Retirement,Investing,401k,IRA,Self,Directed,IRA,Solo,401k,Roth,IRA