Podcast Ira Financial Group Blog

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the IRS attack on Steven Cohen to pay millions in self-employment tax from hedge fund investments, and how this may impact you.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses Notice 2013-14, which offers guidance about how crypto staking is taxed and how it affects your IRA.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new bankruptcy case regarding co-mingling IRA funds and the loss of the IRA exemption from creditors.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the debt downgrade from AAA to AA+ and how it will impact your IRA investing strategy.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses XRP's partial victory over the SEC arguing that XRP is not a security or investment contract when consumers purchase it on an exchange.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the Kraken-IRS battle, the John Doe summons, and the overreach of the IRS in terms of getting your crypto trading history.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses two ways (using a Roth retirement plan or the ROBS solution) you can sell a business you own and not pay taxes.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses a new bill that will make it easier for people to be considered an accredited investor allowing them more investment opportunities.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses Private Letter Ruling 202322014 and why you need to keep your IRA beneficiary form updated.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the five-year Roth rule, which is key for taking tax-free distributions during retirement.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses some investments for your Self-Directed IRA in light of a high interest rate environment.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses IRA Financial's audit protection for self-directed retirement plans and why it was ranked number 1 by Investopedia for the 4th consecutive year.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the possible impact of the AI-based ChatGPT on the Self-Directed IRA world.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses your retirement plan options if you contribute to a workplace 401(k) but also have self-employment income.

In today's episode of Adam Talks, Adam Bergman, Esq. provides an update on the Inherited IRA rules and explains what you need to know if you are a beneficiary of an IRA.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the 60-day rollover rule, an underutilized way to gain tax-free, temporary access to your IRA funds.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses qualified small business stock and how you can receive a $10+ million tax exclusion when you sell your business.

In today's episode of Adam Talks, Adam Bergman, Esq. discusses the newly released IRS audit data regarding retirement plans.

In today's episode of Adam Talks, Adam Bergman, Esq. reviews the new IRS budget and how it's going to impact IRAs and 401(k) plans.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the hit series, Succession, and an unexpected inheritance of an IRA.