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Nov 01 2024 178 ep. 11 mins 6
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Podcast by Adam Bergman

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Self-Directed IRA IRS Reporting | Client Q&A

Nov 01 2024 8 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRS reporting requirements with a Self-Directed IRA including filing a 1099-R, submitting a W-9 for an IRA LLC, and audit worries.

Coverdell Education Savings Accounts | Client Q&A

Oct 25 2024 8 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?

Health Savings Accounts | Client Q&A

Oct 18 2024 9 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?

Prohibited Transactions #10 | Client Q&A

Oct 11 2024 13 mins  
On this week's episode, the final installment of this prohibited transaction ten-part series, IRA Financial's Adam Bergman Esq. answers the most important question - what are prohibited transactions, and how you can avoid them.

Prohibited Transactions #9 | Client Q&A

Oct 04 2024 8 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including doing a joint venture with multiple IRAs, rolling IRA funds to a Solo 401(k), and buying cryptos from a friend using Roth IRA funds.

Prohibited Transactions #8 | Client Q&A

Sep 27 2024 10 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending a business partner IRA money, purchasing real estate IRA-related supplies, and paying for travel to see a potential IRA property.

Prohibited Transactions #7 | Client Q&A

Sep 20 2024 9 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including investing in old cars with an IRA, life settlement contracts, and lending personal funds to your IRA.

Prohibited Transactions #6 | Client Q&A

Sep 13 2024 14 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including buying warrants with a Roth IRA, using a son's real estate agency to broker a deal for your IRA, and holding Bitcoin IRA keys in your personal possession.

Prohibited Transactions #5 | Client Q&A

Sep 06 2024 13 mins  
On this week's episode, #200, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including using IRA funds to buy plane tickets to visit an IRA-owned property, hiring a sibling to manage your IRA LLC, and providing services to an IRA with a business you are a part owner.

Prohibited Transactions #4 | Client Q&A

Aug 30 2024 14 mins  
On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending money to a business partner, investing an IRA in a business you are involved in, and lending money to a sibling with a 0% loan.