429 episodes
Adam Talks Adam Bergman
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- Business
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4.3 • 15 Ratings
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IRA Financial Group's Adam Bergman discusses all things related to Self-Directed Retirement accounts.
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Episode 441 - Maximizing the IRA & 401(k) Relationship
On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses how to best maximize the two most popular retirement saving vehicles: the IRA and 401(k).
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Episode 440 – Financial Independence with a Self-Directed IRA
On this episode of Adam Talks, Adam Bergman, Esq. discusses how a Self-Directed IRA can revolutionize your retirement savings by investing in what you truly understand and trust.
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Episode 439 - High-Net-Worth Tax Shelter in Jeopardy
On this episode of Adam Talks, Adam Bergman, Esq. discusses Private Placement Life Insurance, or PPLIs, a type of investment used by high-net-worth investors, that may be on the chopping block soon.
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Episode 438 - 2024 IRS Dirty Dozen Tax Scams
On this episode of Adam Talks, Adam Bergman, Esq. reveals the top 12 tax scams from the last year, which was recently published by the IRS.
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Episode 438: Is My Self-Directed IRA FDIC Insured & IRS Direct File Pilot Results
On this episode of Adam Talks, Adam Bergman, Esq. discusses how FDIC insurance pertains to your Self-Directed IRA investment; Adam will also share his thoughts on the IRS Direct File Pilot program.
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Episode 437: Supreme Court Case Could Change our Taxing System??
On this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court Case that may change the future of our tax system because of a possible wealth tax and the taxation of appreciation of an asset.
Customer Reviews
This is a great podcast
Adam Bergman is the go to expert on self-directed retirement plans and all things related to the legal and tax implications of same. His down to earth communication style and his ability to explain things in a simple manner is noteworthy. I have personaly benefited tremendously in the growth and management of my retirement plans. I have moved all of non-stock market assets to IRA Financial.
Fantastic
Adam and his firm are excellent.
Retirement education
Thanks for all the insights Adam—all the content and underlying emphasis to save for retirement is very much appreciated!