Podcast Ira Financial Group Blog

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new tax proposals, which could eliminate the step up in basis, which is in addition to the estate tax, meaning a higher tax bill upon your death.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the carried interest rules, and why they may go away thanks to a new proposal, and what that means for investors.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. revisits the Roth IRA cap, which could become a reality, as Senator Ron Wyden is expected to propose a $5 million cap, among other changes to the Roth.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Employee Retention Tax Credit, which was part of the CARES Act, and how eligible businesses can receive free money for having employees.

In this, the 300th episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a feel good story about how a client turned tragedy into something special by using a Roth IRA.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses a proposal to cap Roth IRA balances at $5 million, on the heals of the news of Peter Thiel's $5 billion Roth IRA.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how he was able to send a wedding gift in Bitcoin to Israel instantly and without huge fees.

In this special episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how Peter Thiel, co-founder of PayPal, turned a couple thousand dollars into $5 Billion and how it's all tax free!

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses different options of how to use your 401(k) funds to buy your own house!

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the Backdoor Roth 401(k) and how you can contribute over $70,000 to a Roth IRA in one year!

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses his experience at Bitcoin Miami 2021 and the interesting things he learned and a recap of his speaking engagement.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the upcoming Bitcoin 2021 Conference in Miami, FL, which takes place on June 4-5, where he will be a speaker.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses new legislation introduced for retirement accounts, specifically an update to SECURE Act 2.0.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the dramatic fall of Bitcoin and other crypto prices this week, and his thoughts on what you should do.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the 2021 tax deadline and some helpful tips to save on taxes.

In this bonus episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the John Doe summons just issued to popular crypto exchange, Kraken, and why IRA Financial clients have nothing to worry about.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's estate tax plan, which eliminates the step-up in basis upon death, and some possible workarounds.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses some statistics and trends about IRS audits and if investing in alternative assets puts you more at risk for one.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses President Biden's proposed capital gains tax hike and why investors should look into a Roth IRA to invest in capital assets.

In this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the capital gains "punishment" when you day trade, and why you are better off trading with an IRA or Roth IRA.