IRAFinancial
IRAFinancial
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Adam Talks | Kamala Harris & Your IRA
In today's episode of Adam Talks, Adam Bergman discusses the potential impact of a Kamala Harris presidency on your IRA and taxes. With President Biden stepping out of the 2024 race, Harris is poised to take center stage. Adam dives into Harris's past support for retirement and tax legislation, including her stance on Social Security, pension plans, and tax reforms. What changes can we expect, and how might they affect your retirement savings? Tune in to get a comprehensive analysis and prepare for the future.
🔔 Subscribe Now for daily videos!
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New episodes released every Thursday!
Find us on SoundCloud: on.soundcloud.com/7LTPGp7VwwpqsUEq7
Find us on Apple Podcasts: podcasts.apple.com/us/podcast/adam-talks/id948016984
Follow us on Spotify: open.spotify.com/show/03WidKnkq90dY8LgpSZrgc?si=4f8128da2d754d21
✅ Ready to get started? bit.ly/3JN2BK5
✅ Still have questions? Our experts are here to help calendly.com/ira_financial_clientrelations/
✅ Check out our books:a.co/d/ihmAPu9
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About IRA Financial:
IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. He created IRA Financial to educate retirement account holders about the benefits of self-directed retirement plan solutions, allowing investments in alternative assets like real estate.
Please note: IRA Financial is a retirement account facilitator and custodian. We are not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions.
Learn more: www.irafinancialgroup.com/about-us/
Переглядів: 145

Відео

Long-Term Retirement Planning with Self-Directed IRA
Переглядів 422 години тому
Join Adam Bergman, as he explains why a Self-Directed IRA is the ultimate tool for long-term retirement planning. Discover how investments like private equity, hedge funds, and even real estate can grow tax-free or tax-deferred in your IRA, providing financial security for your future. Don't miss out on this in-depth guide to securing a prosperous retirement with a Self-Directed IRA through IRA...
AdBits | IRS Form W-9 & The Self-Directed IRA
Переглядів 644 години тому
In this episode of AdBits, Adam Bergman guides you through completing IRS Form W-9 for your Self-Directed IRA. Learn step-by-step instructions for regular Self-Directed IRAs, Single Member LLCs, and partnerships. Adam explains the importance of this form in proving your IRA's tax-exempt status and avoiding backup withholding. Whether you're investing through an IRA, LLC, or partnership, this vi...
Is a Solo 401(k) Right for Me?
Переглядів 557 годин тому
Are you a small business owner or sole proprietor wondering if a Solo 401(k) is right for you? Join Adam Bergman as he breaks down the incredible benefits of the Solo 401(k). From unmatched contribution limits to unique features, discover why the Solo 401(k) outshines the SEP IRA and other retirement plans. Whether you're looking to save more for retirement, utilize leverage in real estate with...
ADMAIL 198 | Real Estate IRA #4
Переглядів 3414 годин тому
In the fourth episode of our Real Estate series, Adam tackles three important questions from our listeners, covering a range of topics from UBIT (Unrelated Business Income Tax) to building homes on IRA-owned land, and the nuances of fix and flip strategies. 🔔 Subscribe Now for daily videos! ✅ Ready to get started? bit.ly/3JN2BK5 ✅ Still have questions? Our experts are here to help calendly.com/...
Adam Talks | 3 ways to Fund a Self-Directed IRA
Переглядів 9216 годин тому
Curious about funding a Self-Directed IRA? Join Adam Bergman as he breaks down the three easy ways to start your Self-Directed IRA. Whether through contributions, IRA transfers, or rollovers, Adam covers everything you need to know to take control of your retirement investments. Discover the benefits and strategies for maximizing your retirement savings, and learn how Self-Directed IRAs offer u...
Is a Roth IRA Right for Me?
Переглядів 6819 годин тому
Join Adam Bergman as he dives deep into the benefits of a Roth IRA. Discover why Adam has all his retirement savings in a Roth IRA and why you should consider it too. Learn about the backdoor Roth IRA, how you can set one up regardless of your income, and the incredible benefits it offers. Whether you’re investing in stocks, real estate, or even crypto, a Roth IRA is the ultimate tax shelter an...
AdBits | Starting a Retirment Fund | MUST WATCH for Beginners!
Переглядів 5121 годину тому
In this episode of AdBits, Adam Bergman guides you through the essentials of starting a retirement fund. Learn how to open Traditional IRAs, Roth IRAs, SEP IRAs, SIMPLE IRAs, and 401(k)s, and discover the benefits of tax deferral and compounding returns. Whether you're just beginning your retirement savings journey or looking to optimize your contributions, Adam's expert advice will help you se...
Do I Need Employees to Have a Combo Cash Balance Plan?
Переглядів 45День тому
Adam Bergman, founder of IRA Financial, sits down with Tim Caldwell, President of Sales at Pension Investors, to delve into the intricacies of combo cash balance plans. Learn how these powerful retirement strategies, combining 401(k) and defined benefit plans, can allow for significantly larger annual contributions. Whether you're a solo practitioner or have employees, discover how to maximize ...
ADMAIL 197 | Real Estate IRA #3
Переглядів 60День тому
In the third episode of our Real Estate series, Adam tackles three crucial questions on using a Self-Directed IRA to buy real estate, including the nuances of 1031 exchanges, reporting rental income, and understanding UBIT when investing in a hotel. Whether you're new to self-directed IRAs or looking to deepen your knowledge, this episode is packed with valuable insights. 🔔 Subscribe Now for da...
Adam Talks | Trump, Biden, and Your IRA: What the Election Means for Your Retirement Accounts
Переглядів 41414 днів тому
Adam Talks | Trump, Biden, and Your IRA: What the Election Means for Your Retirement Accounts
Have an LLC? You NEED to Watch This!
Переглядів 9214 днів тому
Have an LLC? You NEED to Watch This!
AdBits | The Checkbook IRA LLC Operating Agreement
Переглядів 10514 днів тому
AdBits | The Checkbook IRA LLC Operating Agreement
Does IRA Financial Compete with Fidelity?
Переглядів 8614 днів тому
Does IRA Financial Compete with Fidelity?
ADMAIL 196 | Real Estate IRA #2
Переглядів 7014 днів тому
ADMAIL 196 | Real Estate IRA #2
Adam Talks Did the IRS Just Lose its Power - Emergency Podcast
Переглядів 57521 день тому
Adam Talks Did the IRS Just Lose its Power - Emergency Podcast
Unlock the Power of Early Retirement Planning & SDIRA Investment Options
Переглядів 6521 день тому
Unlock the Power of Early Retirement Planning & SDIRA Investment Options
AdBits | Qualified Purchaser vs. Accredited Investor | What You NEED to Know
Переглядів 7321 день тому
AdBits | Qualified Purchaser vs. Accredited Investor | What You NEED to Know
How Much Does a Combo Cash Balance Plan Cost??? | IRA Financial x Pension Investors
Переглядів 12921 день тому
How Much Does a Combo Cash Balance Plan Cost??? | IRA Financial x Pension Investors
ADMAIL 195 | Real Estate IRA
Переглядів 7321 день тому
ADMAIL 195 | Real Estate IRA
Adam Talks | 5 Year Retirement Plan
Переглядів 49328 днів тому
Adam Talks | 5 Year Retirement Plan
Have a Corporation? You NEED to Watch This!
Переглядів 8728 днів тому
Have a Corporation? You NEED to Watch This!
AdBits | IRA Financial vs. Schwab
Переглядів 14728 днів тому
AdBits | IRA Financial vs. Schwab
What is a TAX DEDUCTION?
Переглядів 89Місяць тому
What is a TAX DEDUCTION?
ADMAIL 194 | Opening a Self-Directed IRA Account
Переглядів 74Місяць тому
ADMAIL 194 | Opening a Self-Directed IRA Account
Adam Talks | UBIT is Not as Bad as You Think for Your IRA
Переглядів 117Місяць тому
Adam Talks | UBIT is Not as Bad as You Think for Your IRA
Why use IRA Financial to set up your Solo 401(k)?
Переглядів 125 тис.Місяць тому
Why use IRA Financial to set up your Solo 401(k)?
AdBits | The Plan Asset Rules Explained
Переглядів 82Місяць тому
AdBits | The Plan Asset Rules Explained
What is Tax Deferral?
Переглядів 71Місяць тому
What is Tax Deferral?
ADMAIL 193 | Should I Set Up a Traditional IRA or Roth IRA?
Переглядів 80Місяць тому
ADMAIL 193 | Should I Set Up a Traditional IRA or Roth IRA?

КОМЕНТАРІ

  • @leonardoj.velazquez8877
    @leonardoj.velazquez8877 15 годин тому

    We need a real Republican Party to counter the left social & fiscal lunacy. For now, the choices are democracy vs. fascism.

  • @rule1capital
    @rule1capital 21 годину тому

    Been a client for almost 2 years. The UA-cam content is what brought me to IRA Financial Trust. Bought the digital book and went through in one sitting. Helpful as always. Had one quick clarification on using a US C-corp blocker for US real-estate investments. Can the US C-corp blocker use recourse debt, like an individual usually would to acquire more leverage, without the IRA investment in the C-corp triggering UBIT?

  • @nobuhlerodrigocath2755
    @nobuhlerodrigocath2755 2 дні тому

    Staying abreast of the latest trends and strategies is crucial for traders to stay ahead and make well-informed decisions. Beginners in trading and investing must recognize that success in these fields demands technical analysis, emotional maturity, and self-discipline. Thanks to Monica Lisa Payne insights, daily trade signals, and my dedication to learning, I've been increasing my daily earnings. Kudos to the journey ahead!

    • @nobuhlerodrigocath2755
      @nobuhlerodrigocath2755 2 дні тому

      erNameIs Monica Lisa Payne, cant divulge much. Most likely, the internet should have her basic info, you can research if you like

  • @evonbaldwin6805
    @evonbaldwin6805 2 дні тому

    Congratulations on the new book. Regarding the self-directed iRA, can you borrow from the account, for example can i take out a loan from a self-directed holding Bitcoin rather than having to self the bitcoin?

    • @IRAFinancial
      @IRAFinancial День тому

      Thank you! Unfortunately, SDIRAs do not have a loan option. Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 to discuss potential solutions for your situation.

  • @robertlee6215
    @robertlee6215 2 дні тому

    Congratulations on your book release Adam! All the best

  • @ElLeNoir..ELconomics
    @ElLeNoir..ELconomics 2 дні тому

    Can't wait until you're book 📖 arrives so i can read it

  • @ElLeNoir..ELconomics
    @ElLeNoir..ELconomics 2 дні тому

    You still have to do a boi report on checkbook IRA?

    • @IRAFinancial
      @IRAFinancial День тому

      Yes, BOI report to FinCen needs to be done. Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 for any assistance you many need with this!

  • @ElLeNoir..ELconomics
    @ElLeNoir..ELconomics 2 дні тому

    Good afternoon coach

  • @VernonMorrison
    @VernonMorrison 6 днів тому

    Great info

  • @andrewthewelder
    @andrewthewelder 7 днів тому

    Thank you for explaining this so well. Like i actually understood for once.

  • @wrxdrunkie
    @wrxdrunkie 8 днів тому

    I started going down this rabbit hole and we definitely don't have enough people going over this

  • @97dundalk
    @97dundalk 9 днів тому

    so you do not provide guidance , then are you a SDIRA custodian?

    • @IRAFinancial
      @IRAFinancial 2 дні тому

      Hi! We are a SDIRA Custodian, we're just not a Fiduciary.

  • @sonalisrabon
    @sonalisrabon 10 днів тому

    My daughter does baby sitting but she gets paid in cash. Then how do I establish that I am not paying that money in the ROTH Ira account?

    • @IRAFinancial
      @IRAFinancial День тому

      Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 to discuss this more in depth.

  • @margaritahuamani2922
    @margaritahuamani2922 11 днів тому

    Mucho exsito sr..

  • @paulsweningson6261
    @paulsweningson6261 17 днів тому

    Thank you

  • @jeffreymccartney8898
    @jeffreymccartney8898 20 днів тому

    I'd like to open a Roth Ira. For my seven year old grandson and let it sit there With minimal contributions throughout the year. That's a good idea.

    • @IRAFinancial
      @IRAFinancial День тому

      Opening an Roth IRA for children is always a good idea! Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 if you would like to explore this more or learn how you can get the Roth IRA free until your grandson turns 18!

  • @jaws7794
    @jaws7794 21 день тому

    Your explanation covered it.Broken down and easy to understand..can you go to congress and explain this to Boebert.

  • @timothycaldwell5451
    @timothycaldwell5451 21 день тому

    Great information about Cash Balance Plans!

  • @ElLeNoir..ELconomics
    @ElLeNoir..ELconomics 23 дні тому

    I can't like this channel enough ❤

  • @pbm9cje2n
    @pbm9cje2n 23 дні тому

    I've heard that you cannot manage your own airbnb (as in posting it and talking to guests)

    • @IRAFinancial
      @IRAFinancial День тому

      You would need to hire out cleaning services and cannot live in the AirBnB. To discuss this more in depth, please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646

  • @pbm9cje2n
    @pbm9cje2n 23 дні тому

    What about managing the airbnb?

  • @skutz8253
    @skutz8253 24 дні тому

    Hi which oil and gas companies?

    • @IRAFinancial
      @IRAFinancial День тому

      Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 to discuss this more in depth!

  • @gregdaugherty6065
    @gregdaugherty6065 27 днів тому

    Do you work with any brokerage firms that offer margin accounts (ie non-recourse margin loans with securities as sole collateral) for LLCs owned by a Solo 401K?

    • @IRAFinancial
      @IRAFinancial День тому

      We do and can offer some recommendations! Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646!

  • @bryan8638
    @bryan8638 27 днів тому

    Man this guy likes to talk😂, maybe getting to the point instead of stretching the video out for monetization or whatever would be easier to listen to

    • @cccbbb4443
      @cccbbb4443 26 днів тому

      I mean it's called Adam talks lol

  • @pbm9cje2n
    @pbm9cje2n Місяць тому

    What about arms length agreements between the Roth Ira llc and a personal llc. Everything is segregated. Is this something that you could help with?

    • @IRAFinancial
      @IRAFinancial День тому

      We would love to discuss your unique situation. Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 to go over the best strategy!

  • @glennallan8630
    @glennallan8630 Місяць тому

    Can multiple LLC ‘s contribute to the same solo401k if you do not go above maximum ?

    • @IRAFinancial
      @IRAFinancial День тому

      Multiple LLCs could if they are listed correctly as adopting employers on the Solo 401(k) - their EIN would need to sponsor the Solo K. Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646 to discuss this further.

  • @ElLeNoir..ELconomics
    @ElLeNoir..ELconomics Місяць тому

    Hey Adam

  • @bernied9415
    @bernied9415 Місяць тому

    If you wish to buy gold, silver or any precious metals take delivery of whatever you buy YOURSELF ! No buying paper, IRA's or the like, at least YOU WILL HAVE POSSESION of it. There are alot of scams where you lose your money AND the metals. Safes are easy to install, plus there are other ways to secure your investments......but not via some unknown source!

  • @eyebawls1
    @eyebawls1 Місяць тому

    just let IRA financial do the form. they are the most affordable custodian around. i looked quite a while. Thx Adam!

  • @Claybraham91
    @Claybraham91 Місяць тому

    I'm leaving my employer that has been providing tuition reimbursement for a few years. Their policy is that if I quit then I have to pay therm back what they've paid me in the past 12 months. Would that be covered as well as future expenses?

    • @IRAFinancial
      @IRAFinancial День тому

      It could be or could not be. We advise reaching out to an advisor more fluent in your specific situation for a more concrete answer.

  • @zz5guy
    @zz5guy Місяць тому

    If non solicitation agreement is still allowed how are businesses hurt? Unless they're using non competes to stifle employee compensation.

  • @gregdaugherty6065
    @gregdaugherty6065 Місяць тому

    Do you work with a brokerage that offers non-recourse margin?

    • @IRAFinancial
      @IRAFinancial День тому

      We do and we can offer some recommendations! Please contact our team at clientrelations@irafinanial.com or call us at 1-800-472-0646!

  • @beachguy007
    @beachguy007 Місяць тому

    Thought UBIT and UDFI were two different items!

  • @laurynrose1111
    @laurynrose1111 Місяць тому

    How much to set it up

    • @IRAFinancial
      @IRAFinancial Місяць тому

      All of our prices can be found on our website: www.irafinancialgroup.com/fees/ We also offer free consultations!

  • @JLW667
    @JLW667 Місяць тому

    0:32

  • @stg8095
    @stg8095 Місяць тому

    Great advice! Helped me out alot and will save me tons of money

  • @manuelbaeza9396
    @manuelbaeza9396 Місяць тому

    Do they have to be accredited investors?

  • @abdeldu133
    @abdeldu133 Місяць тому

    This is so untrue

  • @CobraPR893
    @CobraPR893 Місяць тому

    I wonder if there any NGO Fed Gov contracts in all this?

  • @richardguzman3874
    @richardguzman3874 Місяць тому

    whats wrong with his nose? counted like 10x contact with nose

  • @rodrigok1220
    @rodrigok1220 Місяць тому

    Can you convert your IRA or 401k to an annuity?

    • @IRAFinancial
      @IRAFinancial День тому

      You can hold the annuity investment within an SDIRA or Solo 401(k). To discuss your specific situation, please call us at 1-800-472-0646!

  •  Місяць тому

    this is a welth tax

  • @alandicho
    @alandicho Місяць тому

    My wife and I have ROTH IRA LLC, which we fund from our ROTH IRAs. However, my wife has another ROTH rolled over from her old company. Can we add it there? We are willing to change the % or ownership.

    • @IRAFinancial
      @IRAFinancial День тому

      Yes, rolling the Roth funds into her Roth IRA is doable, as well as adjusting the ownership percentage if needed. Please call us at 1-800-472-0646 to discuss this further!

  • @artbaer3122
    @artbaer3122 Місяць тому

    Good Roth overview and answers to the three questions, but, I have a question on your response to question 2 (multiple conversions in the same year). Your response made it sound like the five-year conversion rule applied to the exact date that a conversion was completed. I was under the impression that all of the conversions during a tax year had the same start date (i.e., January 1st of that tax year). For example, Roth conversions done on April 1st, July 1st and November 1st in 2023, all had January 1, 2023 as the five-year conversion date that applied to all three 2023 Roth conversions. This makes more sense, even for the IRS, given that you do not need to track each conversion date into the future. Thoughts, or did I misunderstand the answer to question two?

    • @IRAFinancial
      @IRAFinancial День тому

      The conversion would be applied to the specific tax year

  • @ToddBizCoach
    @ToddBizCoach Місяць тому

    Great information. Do a Reel to get this info out.

  • @ToddBizCoach
    @ToddBizCoach Місяць тому

    Is the deal for equity in the company or to do a buy out of the company? Explain how UBIT does or does not come into play? How are IRA and Solo 401k owners becoming aware of such deals? Is there a site to view deals?

    • @manuelbaeza9396
      @manuelbaeza9396 28 днів тому

      Network. We have come across deals every week.

  • @mdnahidseo
    @mdnahidseo Місяць тому

    Hi Are you looking for a processional UA-cam thumbnail designer and video SEO expert?

    • @IRAFinancial
      @IRAFinancial Місяць тому

      We are not currently looking to expand our team, however we do post job openings on our website.

    • @mdnahidseo
      @mdnahidseo Місяць тому

      @@IRAFinancial how can i connect with you

  • @suechathavong5966
    @suechathavong5966 Місяць тому

    How much can we max out simple IRA and Regular IRA the same year?

  • @onetapmindset
    @onetapmindset Місяць тому

    Remember that self-directed custodian costs for me IRA yearly $1499. cost $299 plus $100 a month. MAKE SURE YOU PLAY BIG, not good for some who is not contributing yearly, so, if you open with 6K.. in four years, you've paid in fees. While your 25% in fees...YOUR invest margin ROI in 6% and fees are 25%... I'm not sure how to make sense of this. Maybe I don't have a mindset as an investor... Maybe FLAT fee's is best if you have over 1m?

  • @joshuabryant1187
    @joshuabryant1187 Місяць тому

    Since the IRS requires gold to be held with a depository, and many of these depositories do not accept self directed LLC accounts, where do you recommend that IRA Financial customers with SDIRA LLC accounts hold their gold?

    • @IRAFinancial
      @IRAFinancial Місяць тому

      We have had clients us Delaware Depository without problems.