IRA Financial's Adam Bergman Esq. discusses the Mega Backdoor Roth 401(k)structure and debunks myths about the strategy.

Episode 54 - Mega Backdoor Roth 401(k) Myths

IRA Financial's Adam Bergman Esq. discusses the similarities and differences between an LLC and an S Corporation, and why they are the two most popular entities for small businesses.

Episode 62 - LLC vs S Corp

IRA Financial's Adam Bergman Esq. discusses two popular retirement options for small businesses with full-time employees, the SEP and SIMPLE IRAs, and the benefits of each plan.

Episode 121 - SEP IRA vs. SIMPLE IRA for your Business

IRA Financial's Adam Bergman Esq. discusses the 2023 contribution limits for all retirement plans, including IRA, 401(k)s, SEP, and SIMPLE IRAs.

Episode 122 - 2023 IRA & 401(k) Max Contribution Rules

IRA Financial's Adam Bergman Esq. continues his five part series about the Solo 401(k); this time the rules of the plan if you have a Single Member LLC.

Episode 141 - Solo 401(k) Rules for a Single Member LLC

In this episode of AdBits, Adam Bergman discusses the benefits of a Self-Directed SEP IRA. Learn how you can take control of your retirement account today!

Episode 177 - Self-Directed SEP IRA - Updated Rules for 2024

On today's episode, Adam Bergman discusses how you can perform a joint venture with your IRA.

Episode 178 - How to do a Joint Venture with Your IRA

On today's episode of Adbits, Adam Bergman discusses how to day trade tax free! Learn how you can benefit today!

Episode 179 - How to Day Trade Tax-Free

Join IRA Financial founder Adam Bergman as he discusses rollover rules for a SEP IRA. Learn how to benefit from a SEP IRA account today!

Episode 182 - SEP IRA Rollover Rules

On this episode of AdBits, IRA Financial Founder discusses new SIMPLE IRA to 401(k) Rules. Starting in 2024, a SIMPLE IRA can be replaced with a safe harbor 401(k) plan mid-year. The replacement plan can be either a traditional safe harbor plan or a Qualified Automatic Contribution Arrangement (QACA) safe harbor 401(k) plan. Tune in to learn more!

Episode 183 - New SIMPLE IRA to 401(k) Rules

On this episode of Adbits, IRA Financial founder Adam Bergman talks about seller financing in your Self-Directed IRA. Learn how to invest in real estate with retirement funds today!

Episode 185 - Seller Financing & Your Self Directed IRA

Everything you need to know about self-directed IRA asset and creditor protection!

Blog post: https://tinyurl.com/25wwbpth

Episode 186 -  Self-Directed IRA Asset & Creditor Protection Rules

Everything you need to know about self-directed accounts and which one is right for you!

Episode 187 - What is A Self-Directed Account?

Want to use your self-directed IRA to invest in multi-family real estate but you're not sure where to start? IRA Financial's founder, Adam Bergman, breaks down everything you need to know!

Episode 189 - Investing in Multi-Family Real Estate With An IRA

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains the distinct roles of different IRA custodians, such as Schwab, and why IRA Financial focuses on alternative investments instead of traditional assets.

Episode 199 - IRA Financial vs. Schwab

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the basics of a retirement fund including how to get started, the benefits of starting one, and the types of plan options you should consider.

Episode 202 - Starting a Retirement Fund

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.

Episode 203 - IRS Form W-9 & the Self-Directed IRA

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how much one needs to open up a Self-Directed IRA, and how to accumulate retirement wealth.

Episode 204 - How Much do I Need to Start a Self-Directed IRA

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Rollover as Business Startup (ROBS) solution and a tax-efficient way to use dividends within the structure.

Episode 205 - Tax Free Dividends & ROBS

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses Rollins v. Commissioner, a 2004 Tax Court case, and why it was so monumental for self-directed retirement plans.

Episode 206 - Rollins Case: The Most Imporant Prohobited Transaction Case You Need to Know

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the risk of audit if you utilize the Self-Directed IRA to invest in alternative investments.

Episode 207 - IRS Audit Risk & the Self-Directed IRA

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses apartments, and apartment buildings, and how you can invest in one with your Self-Directed IRA.

Episode 208 - How to Buy an Apartment with a Self-Directed IRA

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses rollovers and transfers, how they work, and how you can make the most of your retirement funds.

Episode 209 - Rules for Moving Money Between Retirement Accounts

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the pros and cons of two popular business funding strategies using retirement funds - the Self-Directed IRA and the Rollover Business Startup (ROBS) solution.

Episode 210 - ROBS vs Self-Directed IRA to Buy a Business

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the ROBS, Rollover Business Startup, solution and whether or not you can use an "S" corporation with the structure.

Episode 211 - ROBS and the S Corp

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the HSA, Health Savings Account, and how you can take advantage of the tax benefits while saving for qualified medical expenses.

Episode 212 – HSA - Secret Tax Shelter Benefits

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the three principles for maximizing your retirement savings and generating the highest degree of wealth you can in a tax-efficient manner.

Episode 213 - Navigating IRA Timing, Fees, and Taxes for Maximum Benefit

On today's episode of AdBits, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to retire early by utilizing a Self-Directed IRA, specifically, an after-tax Roth IRA.

Episode 214 - How To Retire Early with a Self-Directed IRA

Curious about tapping into your IRA savings to fund a new business? In this episode, we dive into the possibilities and limitations of using your IRA to fuel your entrepreneurial dreams.

Episode 215 – When Can I Use My IRA to Start a Business?

IRA Financial's Adam Bergman Esq. discusses Roth IRA conversions, why you should do them, how they work and the tax advantages of the Roth IRA.

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