Check out the New IRA Financial Group Podcast
Recently, we introduced the IRA Financial Group podcast, where partner and retirement expert Adam Bergman discusses different topics concerning retirement planning. You can check out our first three...
View ArticleIRA Financial Group Podcast Episode 5 – Single Member v. Multi-Member...
IRA Financial Group‘s Adam Bergman discusses the differences between the Single Member Checkbook IRA LLC and the Multi-Member Checkbook IRA LLC in our latest podcast. Click here to listen
View ArticleIRA Financial Group Podcast – Tips for Buying Real Estate with a Self...
IRA Financial Group’s Adam Bergman offers tips for investing in real estate with a Self Directed IRA. Click Here to Listen
View ArticleNew Podcast – 3 Most Common Mistakes When Using a Self-Directed IRA to Buy...
IRA Financial Group’s Adam Bergman discusses the most common mistakes when using a self-directed IRA to buy real estate. Click Here to Listen
View ArticlePodcast – UBTI & The Self-Directed IRA
IRA Financial Group’s Adam Bergman discusses Unrelated Business Taxable Income and how it relates to Self-Directed Retirement Funds. Part One Part Two
View ArticleNew Podcast – New IRS Form 5498 And Its Potential Impact On IRS Audits...
IRA Financial Group’s Adam Bergman discusses IRS Form 5498 and the potential impact on IRS audits involving Self-Directed IRAs. Click Here to Listen
View ArticleNew Podcast – Understanding the IRA Rollover Rules
IRA Financial Group’s Adam Bergman discusses the rules surrounding IRA Rollovers, covering the types of rollovers that are possible and what you can and can’t do when it comes to rollovers. Click Here...
View ArticleNew Podcast – Tips For Holding Precious Metals and Coins In a Self-Directed IRA
IRA Financial Group’s Adam Bergman discusses how you can hold IRS approved coins and precious metals in your Self-Directed IRA. Click Here to Listen Incoming search terms:holding precious metals in...
View ArticleNew Podcast – The Potential Impact of The Greek Financial Crisis on Your...
IRA Financial Group’s Adam Bergman discusses how and why the Greek financial crisis could impact your retirement funds and strategies that you can employ to diversify your retirement funds in the face...
View ArticleNew Podcast – Using your IRA to invest in Real Estate – Opportunities and...
IRA Financial Group’s Adam Bergman discusses some of the tax implications of using your Self-Directed IRA to purchase real estate. Click Here to Listen
View ArticleNew Podcast – Can I hold IRS Approved Coins Personally
IRA Financial Group’s Adam Bergman discusses what types of coins can be purchased with retirement funds and how the coins should be held. Mr. Bergman discusses if you can hold IRS approved coins in...
View ArticleNew Podcast – Apple Stock Roth Conversion Options
IRA Financial Group’s Adam Bergman discusses Roth conversion options and tax strategies for Apple stock shares. Click Here to Listen
View ArticleNew Podcast – The New Book by Adam Bergman, The Checkbook IRA – Why You Want...
IRA Financial Group’s Adam Bergman discusses his new book, The Checkbook IRA – Why You Want It, Why You Need It, available now on Amazon. Click Here to Listen
View ArticleNew Podcast – Don’t Believe the Hype – The Truth About Holding Precious...
IRA Financial Group’s Adam Bergman discusses the truth behind the rules the IRS has set forth about holding precious metals with a Self-Directed IRA or Solo 401(k) Plan. Click Here to Listen
View ArticleNew Podcast – How to Complete IRS Form W-9 for a Self-Directed IRA
IRA Financial Group’s Adam Bergman discusses tips for properly filling out the IRS Form W-9 for your Self-Directed IRA. Click Here to Listen
View ArticleNew Podcast – I Have Two IRAs, Should I Establish One or Two Self-Directed...
IRA Financial Group’s Adam Bergman discusses how to handle dealing with multiple IRAs and when it is a good idea to form more than one Self-Directed IRA LLC to manage them. Also discussed are the pros...
View ArticleNew Podcast – The Cold Hard Truth About Holding IRS Approved Coins and Metals...
IRA Financial Group’s Adam Bergman discusses the topic of how to hold IRS approved coins and metals in a Self-Directed IRA. Click Here to Listen
View ArticleNew Podcast – How to use a Self-Directed IRA to Make Peer-to-Peer Lending...
IRA Financial Group’s Adam Bergman discusses how you can use your Self-Directed IRA to make Peer-to-Peer Lending Investments and tips for doing it the right way. Click Here to Listen
View ArticleNew Podcast – Strategy For Minimizing UBTI Tax On A Self-Directed IRA Real...
IRA Financial Group’s Adam Bergman discusses dealing with UBTI on a Self-Directed IRA Real Estate Investment. Click Here to Listen
View ArticleNew Podcast – Why You Need a Special IRA Custodian to Make Self-Directed IRA...
IRA Financial Group’s Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA. Click Here to Listen
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