IRA Financial's Adam Bergman Esq. discusses the "rule of 55," which allows 401(k) owners to withdraw funds from the plan if you leave your job after age 55.

Episode 40 - Rule of 55

IRA Financial's Adam Bergman Esq. discusses the differences between an LLC and a partnership, and the benefits of each type of business entity.

Episode 60 - LLC Vs Partnership

IRA Financial's Adam Bergman Esq. discusses the differences between a C Corporation and an S Corporation, how they are taxed and how to choose the right entity for your business.

Episode 61 - C Corp vs S Corp

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 the Self-Directed IRA and IRA LLC, and whether or not receiving a 1099 from an investment will have an impact on an investor.

Episode 88 - 1099 and the Self-Directed IRA LLC

IRA Financial's Adam Bergman Esq. discusses the difference between a Self-Directed IRA LLC and a Self-Directed IRA Trust. Learn more about your retirement options today!

Episode 89 - Self-Directed IRA LLC vs a Trust

IRA Financial's Adam Bergman Esq. explains how you can rollover a Checkbook IRA LLC from one custodian to another, and the rules you need to be aware of.

Episode 114 - How to Rollover a Checkbook IRA LLC

IRA Financial's Adam Bergman Esq. discusses the rules for a Solo 401(k) if your business is a single member LLC.

Episode 116 - Solo 401(k) & Single Member LLC Rules

IRA Financial's Adam Bergman Esq. explains what an LLC is and whether or not there's a difference between a regular LLC you set up yourself, and one used for your IRA.

Episode 138 - Difference Between a Checkbook IRA LLC and a Regular LLC

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

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 an S corporation.

Episode 143 - Solo 401(k) Rules for S Corps

In today's episode, Adam Bergman, Esq., discusses the rollover rules for Roth retirement accounts, including the Roth IRA and Roth 401(k).

Episode 173 - Roth IRA & Roth 401(k) Rollover Rules

In today's episode, Adam Bergman, Esq., discusses the updated rules for the SEP IRA for 2024, and why he still prefers the Solo 401(k) for those that are eligible.

Episode 175 - New 2024 Self-Directed SEP IRA Rules

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 Adam Bergman discusses the benefits of Roth IRAs for college students.

Episode 184 - College Students & the Roth IRA

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

On today's episode of AdBits, IRA Financial's founder Adam Bergman discusses the benefits of using a Roth IRA to invest in real estate. How can this benefit you? Be sure to tune in!

Episode 190 - Roth IRA for Real Estate

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 Self-Directed IRA LLC (Checkbook IRA LLC) operating agreement, why you need one, and customization options.

Episode 201 - The Checkbook IRA LLC Operating Agreement

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 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 discusses the UBTI Tax and how it can affect the tax efficiency of your IRA or 401(k) plan., depending on how you invest.

Episdode 4 - Unrelated Business Taxable Income (UBTI)

IRA Financial's Adam Bergman Esq. discusses all the different types of investments you can make with a Self-Directed IRA, from traditional assets, like stocks and mutual funds, to alternative assets, like real estate and cryptocurrencies.

Episode 19 - Self-Directed IRA Investments

IRA Financial's Adam Bergman Esq. discusses how to invest in Bitcoin using a Self-Directed IRA, the tax treatment of cryptos and the advantages of investing with retirement funds.

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