AdBits
By Adam Bergman
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Category: Business
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Episodes: 214
Description
Podcast by Adam Bergman
| Episode | Date |
|---|---|
|
Episode 214 - How To Retire Early with a Self-Directed IRA
|
Oct 22, 2024 |
|
Episode 213 - Navigating IRA Timing, Fees, and Taxes for Maximum Benefit
|
Oct 15, 2024 |
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Episode 212 – HSA - Secret Tax Shelter Benefits
|
Oct 08, 2024 |
|
Episode 211 - ROBS and the S Corp
|
Oct 01, 2024 |
|
Episode 210 - ROBS vs Self-Directed IRA to Buy a Business
|
Sep 24, 2024 |
|
Episode 209 - Rules for Moving Money Between Retirement Accounts
|
Sep 17, 2024 |
|
Episode 208 - How to Buy an Apartment with a Self-Directed IRA
|
Sep 10, 2024 |
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Episode 207 - IRS Audit Risk & the Self-Directed IRA
|
Sep 03, 2024 |
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Episode 206 - Rollins Case: The Most Imporant Prohobited Transaction Case You Need to Know
|
Aug 27, 2024 |
|
Episode 205 - Tax Free Dividends & ROBS
|
Aug 20, 2024 |
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Episode 204 - How Much do I Need to Start a Self-Directed IRA
|
Aug 13, 2024 |
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Episode 203 - IRS Form W-9 & the Self-Directed IRA
|
Jul 30, 2024 |
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Episode 202 - Starting a Retirement Fund
|
Jul 23, 2024 |
|
Episode 201 - The Checkbook IRA LLC Operating Agreement
|
Jul 16, 2024 |
|
Episode 200 - Qualified Purchaser vs. Accredited Investor
|
Jul 10, 2024 |
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Episode 199 - IRA Financial vs. Schwab
|
Jul 02, 2024 |
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Episode 198 - The Plan Asset Rules Explained
|
Jun 25, 2024 |
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Episode 197 - Why Can't I Set Up a Self-Directed IRA at Fidelity or Schwab?
|
Jun 18, 2024 |
|
Episode 196 - Fundless Sponsors & the Self-Directed IRA Option
|
Jun 11, 2024 |
|
Episode 195 - Passive Income vs Active Income in an IRA
|
Jun 04, 2024 |
|
Episode 194 - Best Way to Invest in Hard Money Loans
|
May 28, 2024 |
|
Episode 193 - Three Reasons to do a Checkbook IRA
|
May 21, 2024 |
|
Episode 192 - Three Reasons to Buy Real Estate in an IRA
|
May 15, 2024 |
|
Episode 191 - 3 Reasons to Start a Roth IRA | Game-Changing Benefits for Your Retirement Plan
|
May 07, 2024 |
|
Episode 190 - Roth IRA for Real Estate
|
Apr 30, 2024 |
|
Episode 189 - Investing in Multi-Family Real Estate With An IRA
|
Apr 23, 2024 |
|
Episode 188 – How To Use Your IRA Tax-Free
|
Apr 16, 2024 |
|
Episode 187 - What is A Self-Directed Account?
|
Apr 09, 2024 |
|
Episode 186 - Self-Directed IRA Asset & Creditor Protection Rules
|
Apr 02, 2024 |
|
Episode 185 - Seller Financing & Your Self Directed IRA
|
Mar 26, 2024 |
|
Episode 184 - College Students & the Roth IRA
|
Mar 12, 2024 |
|
Episode 183 - New SIMPLE IRA to 401(k) Rules
|
Mar 05, 2024 |
|
Episode 182 - SEP IRA Rollover Rules
|
Feb 27, 2024 |
|
Episode 181 - What Is the BOI FinCEN Filing
|
Feb 20, 2024 |
|
Episode 180 - Adding Roth to my Solo 401(k)
|
Feb 13, 2024 |
|
Episode 179 - How to Day Trade Tax-Free
|
Feb 07, 2024 |
|
Episode 178 - How to do a Joint Venture with Your IRA
|
Jan 30, 2024 |
|
Episode 177 - Self-Directed SEP IRA - Updated Rules for 2024
|
Jan 25, 2024 |
|
Episode 176 - Exciting New Roth IRA Legislation
|
Jan 09, 2024 |
|
Episode 175 - New 2024 Self-Directed SEP IRA Rules
|
Jan 02, 2024 |
|
Episode 174 - Opening a Bank Account for My Solo 401(k)
|
Dec 26, 2023 |
|
Episode 173 - Roth IRA & Roth 401(k) Rollover Rules
|
Dec 19, 2023 |
|
Episode 172 - Self-Directed Coverdell ESA vs. the 529 Plan
|
Dec 12, 2023 |
|
Episode 171 - A Less Costly 40(k)-Type Option for Your Small Business
|
Dec 05, 2023 |
|
Episode 170 - Adding a Member to a Self-Directed IRA LLC
|
Nov 28, 2023 |
|
Episode 169 - Using a 1031 for My Self-Directed IRA
|
Nov 21, 2023 |
|
Episode 168 - What Can I Do With an Inherited IRA?
|
Nov 14, 2023 |
|
Episode 167 - New 2024 IRA & 401(k) Max Contribution Numbers
|
Nov 07, 2023 |
|
Episode 166 - How to Rollover a 401(k) to a Self-Directed IRA
|
Oct 31, 2023 |
|
Episode 165 - Can I Make an IRA & Roth IRA Contribution in the Same Year?
|
Oct 24, 2023 |
|
Episode 164 - If You Buy Bitcoin, Buy it in an IRA!
|
Oct 17, 2023 |
|
Episode 163 - Is my IRA an Accredited Investor?
|
Oct 10, 2023 |
|
Episode 162 - Is My Solo 401(k) a Trust?
|
Oct 03, 2023 |
|
Episode 161 - Roth IRA RMD Rules in a Nutshell
|
Sep 26, 2023 |
|
Episode 160 - Hidden Roth IRA Benefit You Need to Know
|
Sep 19, 2023 |
|
Episode 159 - Should I "Roth My 401(k)?"
|
Sep 12, 2023 |
|
Episode 158 - 10% Owner IRA & 401(k) Disqualified Person Rule Explained
|
Sep 05, 2023 |
|
Episode 157 - Will my IRA Investment Trigger UBIT?
|
Aug 29, 2023 |
|
Episode 156 – How to Reduce Your RMD Tax Bite
|
Aug 22, 2023 |
|
Episode 155 – Can My IRA Pay Me?
|
Aug 15, 2023 |
|
Episode 154 - Do I Need an Entity to Have a Solo 401(k)?
|
Aug 08, 2023 |
|
Episode 153 - Inherited IRA Rollover Rules
|
Aug 01, 2023 |
|
Episode 152 - W9 and the IRA LLC Brokerage Account Solution
|
Jul 25, 2023 |
|
Episode 151 - Joint Venture Between IRAs
|
Jul 19, 2023 |
|
Episode 150 - Roth IRA Conversion Rules You may not Know
|
Jul 13, 2023 |
|
Episode 149 - Is This a Good Time to Take a 401(k) Loan?
|
Jun 27, 2023 |
|
Episode 148 - UBIT Basics
|
Jun 20, 2023 |
|
Episode 147 - Need a Bank Loan for Your Small Business? IRA Options
|
Jun 06, 2023 |
|
Episode 146 – IRA Rollover Rules
|
May 23, 2023 |
|
Episode 145 – Gold IRA – IRS Rules You Must Know
|
May 16, 2023 |
|
Episode 144 - Solo 401(k) Rules for a Partnership
|
May 09, 2023 |
|
Episode 143 - Solo 401(k) Rules for S Corps
|
May 02, 2023 |
|
Episode 142 - New SEP IRA & Solo 401(k) Roth Rules You Need to Know
|
Apr 25, 2023 |
|
Episode 141 - Solo 401(k) Rules for a Single Member LLC
|
Apr 18, 2023 |
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Episode 140 - Solo 401(k) Rules for a Sole Proprietor
|
Apr 11, 2023 |
|
Episode 139 - Beneficiary Form and your Self-Directed IRA
|
Apr 04, 2023 |
|
Episode 138 - Difference Between a Checkbook IRA LLC and a Regular LLC
|
Mar 28, 2023 |
|
Episode 137 - W-9 & Self-Directed IRA LLC - Single Member
|
Mar 21, 2023 |
|
Episode 136 - W-9 & Self-Directed IRA LLC - Multi-Member
|
Mar 14, 2023 |
|
Episode 135 - 2022 SEP IRA Contribution Deadlines
|
Mar 07, 2023 |
|
Episode 134 - Solo 401(k) Contribution Changes for 2023
|
Feb 28, 2023 |
|
Episode 133 - What is a Non-Recourse IRA Loan?
|
Feb 21, 2023 |
|
Episode 132 - New 2023 Self-Directed IRA RMD Rules
|
Feb 14, 2023 |
|
Episode 131 - Can My IRA Invest in an S Corp?
|
Feb 07, 2023 |
|
Episode 130 - Roth IRA 2023 Changes
|
Jan 31, 2023 |
|
Episode 129 - Investing in a Real Estate Fund with a Self-Directed IRA
|
Jan 24, 2023 |
|
Episode 128 - The SEP IRA vs the Solo 401(k) in 2023
|
Jan 17, 2023 |
|
Episode 127 - Can I Still Make Solo 401(k) Contriutions in 2023 for 2022?
|
Jan 10, 2023 |
|
Episode 126 - How to Fund your IRA In 2023 by More than $6,500
|
Jan 03, 2023 |
|
Episode 125 - Using a Loan with a Self-Directed IRA
|
Dec 27, 2022 |
|
Episode 124 - Best Self-Directed Retirement Plans for 2023
|
Dec 20, 2022 |
|
Episode 123 - Should I Make Pretax or Roth 401(k) Contributions?
|
Dec 13, 2022 |
|
Episode 122 - 2023 IRA & 401(k) Max Contribution Rules
|
Dec 06, 2022 |
|
Episode 121 - SEP IRA vs. SIMPLE IRA for your Business
|
Nov 29, 2022 |
|
Episode 120 - Can I Convert my Self-Directed IRA to a Roth if I’m Retired?
|
Nov 22, 2022 |
|
Episode 119 - Funding a Solo 401(k)
|
Nov 15, 2022 |
|
Episode 118 - Solo 401(k) Rules & C Corps
|
Nov 08, 2022 |
|
Episode 117 - Solo 401(k) & S Corp Rules
|
Nov 01, 2022 |
|
Episode 116 - Solo 401(k) & Single Member LLC Rules
|
Oct 25, 2022 |
|
Episode 115 - Solo 401(k) & Sole Proprietor Rules
|
Oct 18, 2022 |
|
Episode 114 - How to Rollover a Checkbook IRA LLC
|
Oct 11, 2022 |
|
Episode 113 - New Self-Directed IRA Audit Risks
|
Oct 04, 2022 |
|
Episode 112 - My Self-Directed IRA Annual Duties
|
Sep 27, 2022 |
|
Episode 111 - How To Title a Checkbook Control IRA Investment
|
Sep 20, 2022 |
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Episode 110 - C Corp Blocker & UBIT
|
Sep 13, 2022 |
|
Episode 109 - Have A SEP IRA? You Need to Know This!
|
Sep 06, 2022 |
|
Episode 108 - How Long Does the IRS Have to Audit a Self-Directed IRA?
|
Aug 30, 2022 |
|
Episode 107 - Self-Directed IRA and Land Trusts
|
Aug 23, 2022 |
|
Episode 106 - Changing Self-Directed IRA Custodians
|
Aug 16, 2022 |
|
Episode 105 - Invest in an S Corp with an IRA
|
Aug 09, 2022 |
|
Episode 104 - How to Complete IRS Form 5500-EZ for a Solo 401(k)
|
Aug 02, 2022 |
|
Episode 103 - Tips for Using Leverage with a Self-Directed IRA
|
Jul 26, 2022 |
|
Episode 102 - The Rollins Case and the Self-Directed IRA Prohibited Transaction Rules
|
Jul 19, 2022 |
|
Episode 101 - 3 Ways Your IRA Can Trigger UBIT
|
Jul 12, 2022 |
|
Episode 100 - Option Trading & Self-Directed IRA Tax Tips
|
Jul 05, 2022 |
|
Episode 99 - Do I Need an EIN for a Self-Directed IRA?
|
Jun 28, 2022 |
|
Episode 98 - 401(k) Loan vs Taxable Distribution
|
Jun 21, 2022 |
|
Episode 97 - Common 401(k) Rollover Mistakes
|
Jun 14, 2022 |
|
Episode 96 - Traditional vs Alternative Assets
|
Jun 07, 2022 |
|
Episode 95 - Precious Metals in a Self-Directed IRA
|
May 31, 2022 |
|
Episode 94 - Capital Gains Tax and Real Estate
|
May 24, 2022 |
|
Episode 93- Self-Directed IRA Promissory Notes
|
May 17, 2022 |
|
Episode 92 - Solo 401(k) Minimum Contribution Requirements?
|
May 11, 2022 |
|
Episode 91 - Solo 401(k) Tax Strategies to Maximize Savings
|
May 03, 2022 |
|
Episode 90 - Schedule K-1 and the Self-Directed IRA LLC
|
Apr 26, 2022 |
|
Episode 89 - Self-Directed IRA LLC vs a Trust
|
Apr 19, 2022 |
|
Episode 88 - 1099 and the Self-Directed IRA LLC
|
Apr 12, 2022 |
|
Episode 87 - Pre-IPO Stock and the Self-Directed IRA
|
Apr 05, 2022 |
|
Episode 86 - Is the Self-Directed IRA a Good Idea?
|
Mar 29, 2022 |
|
Episode 85 - The Backdoor Roth IRA
|
Mar 22, 2022 |
|
Episode 84 - Private Placements & IRA Pitfalls
|
Mar 15, 2022 |
|
Episode 83 - Cryptos In a 401(k)
|
Feb 08, 2022 |
|
Episode 82 - Differences Between an IRA and a Self-Directed IRA
|
Feb 01, 2022 |
|
Episode 81 - SDIRA Investors & Start-Ups
|
Jan 25, 2022 |
|
Episode 80 - UBTI vs Solo 401(k)
|
Jan 18, 2022 |
|
Episode 79 - 2022 Solo 401(k) Contribution Rules
|
Jan 11, 2022 |
|
Episode 78 - Does Bitcoin Mining Trigger UBTI Tax?
|
Jan 04, 2022 |
|
Episode 77 - 2021 Solo 401(k) Set-up Deadline
|
Dec 29, 2021 |
|
Episode 76 - Backdoor Roth IRA vs. Roth Conversion
|
Dec 22, 2021 |
|
Episode 75 - IRA Contribution Deadline
|
Dec 14, 2021 |
|
Episode 74 - Solo 401(k) Contribution Deadline
|
Dec 07, 2021 |
|
Episode 73 - Gold Coins at Home
|
Nov 30, 2021 |
|
Episode 72 - IRA And Tax Losses
|
Nov 23, 2021 |
|
Episode 71 - Backdoor Roth IRA vs Mega Backdoor 401(k)
|
Nov 16, 2021 |
|
Episode 70 - UBTI vs UDFI
|
Nov 09, 2021 |
|
Episode 69 - Best Retirement Plan for Real Estate
|
Nov 02, 2021 |
|
Episode 68 - Self-Directed IRA Audit Facts
|
Oct 26, 2021 |
|
Episode 67 - After-Tax vs Roth
|
Oct 19, 2021 |
|
Episode 66 - Turning Rental Real Estate into a Business
|
Oct 12, 2021 |
|
Episode 65 - Last Chance For Mega Backdoor Roth 401(k)?
|
Oct 05, 2021 |
|
Episode 64 - Am I an Accredited Investor?
|
Sep 28, 2021 |
|
Episode 63 - Estate Tax Basics
|
Sep 22, 2021 |
|
Episode 62 - LLC vs S Corp
|
Sep 14, 2021 |
|
Episode 61 - C Corp vs S Corp
|
Sep 07, 2021 |
|
Episode 60 - LLC Vs Partnership
|
Aug 31, 2021 |
|
Episode 59 - How To Choose The Right IRA Custodian
|
Aug 24, 2021 |
|
Epiosde 58 - IRA vs 1031 Exchange
|
Aug 17, 2021 |
|
Episode 57 - Flipping Real Estate And UBTI
|
Aug 11, 2021 |
|
Episode 56 - Solo 401(k) In-Plan Service Withdrawal Rules
|
Aug 03, 2021 |
|
Episode 55 - Plan Asset Rules
|
Jul 27, 2021 |
|
Episode 54 - Mega Backdoor Roth 401(k) Myths
|
Jul 20, 2021 |
|
Episode 53 - Where Should I Form My IRA LLC?
|
Jul 13, 2021 |
|
Episode 52 - IRS Loses Roth IRA Attack
|
Jul 07, 2021 |
|
Episode 51 - Solo 401(k) Vs SEP IRA
|
Jun 29, 2021 |
|
Episode 50 - Solo 401(k) Prohibited Transaction Rules
|
Jun 22, 2021 |
|
Episode 49 - IRS Form 5500-EZ
|
Jun 15, 2021 |
|
Episode 48 - Buy A House With An IRA
|
Jun 08, 2021 |
|
Episode 47 - Solo 401(k) Beneficiary Rules
|
Jun 01, 2021 |
|
Episode 46 - Solo 401(k) Rules
|
May 25, 2021 |
|
Episode 45 - Hire Employee with a Solo 401(k)
|
May 18, 2021 |
|
Episode 44 - Borrow From Your IRA
|
May 11, 2021 |
|
Episode 43 - Solo 401(k) Loan
|
May 05, 2021 |
|
Episode 42 - Benefits Of Opening a Solo 401(k)
|
Apr 27, 2021 |
|
Episode 41 - Employer Profit Sharing
|
Apr 20, 2021 |
|
Episode 40 - Rule of 55
|
Apr 13, 2021 |
|
Episode 39 - Self Directed IRA vs Self Directed IRA LLC
|
Apr 06, 2021 |
|
Episode 38- Too Late to Set up a Solo 401(k)?
|
Mar 31, 2021 |
|
Episode 37 - Avoid These 401(k) Rollover Mistakes
|
Mar 23, 2021 |
|
Episode 36 - IRA Beneficiary
|
Mar 16, 2021 |
|
Episode 35 - Seller Financing And UBTI
|
Mar 09, 2021 |
|
Episode 34 - 1099 Contractors and the Solo 401(k)
|
Mar 02, 2021 |
|
Episode 33 - Who Can Set Up A Roth IRA
|
Feb 24, 2021 |
|
Episode 32 - Who Can Set Up an IRA?
|
Feb 17, 2021 |
|
Episode 31 - What Type Of Business Can Setup A Solo 401(k)
|
Feb 09, 2021 |
|
Episode 30 - Am I Eligible To Set Up a Solo 401(k)
|
Feb 02, 2021 |
|
Episode 29 - Report A CARES ACT Distribution
|
Jan 26, 2021 |
|
Episode 28 - Protect Your Self-Directed IRA from Fraud
|
Jan 19, 2021 |
|
Episode 27 - Are All Solo 401(k) Plans the Same?
|
Jan 13, 2021 |
|
Episode 26 - Solo 401(k) Employer Contribution Rules
|
Jan 05, 2021 |
|
Episode 25 - Tips To Buy Real Estate
|
Dec 29, 2020 |
|
Episode 24 - How to Invest in Hard Money Loans with an IRA
|
Dec 23, 2020 |
|
Episode 23 - Intro to Solo 401(k)
|
Dec 15, 2020 |
|
Episode 22 - How to Invest in Bitcoin with your IRA
|
Dec 08, 2020 |
|
Episode 21 - Using an IRA to Invest in Investment Funds
|
Dec 01, 2020 |
|
Episode 20 - Buying Real Estate with a Self-Directed IRA
|
Nov 24, 2020 |
|
Episode 19 - Self-Directed IRA Investments
|
Nov 17, 2020 |
|
Episode 18 - SEP IRA and SIMPLE IRA
|
Nov 11, 2020 |
|
Episode 17 - 401(k) Plan Rollovers
|
Nov 03, 2020 |
|
Episode 16 - How to Choose the Right Self-Directed Retirement Plan
|
Oct 27, 2020 |
|
Episode 15 - How To Buy Gold With A Retirement Account
|
Oct 20, 2020 |
|
Episode 14 - Self-Directed IRA LLC Operating Agreements
|
Oct 13, 2020 |
|
Episode 13 - Why do I need an IRA Custodian?
|
Oct 06, 2020 |
|
Episode 12 - Roth IRA Conversions
|
Sep 30, 2020 |
|
Episode 11 - Tax Deferral And Capital Gains
|
Sep 22, 2020 |
|
Episode 10 - IRA And 401(k) Rollover Rules
|
Sep 15, 2020 |
|
Episode 9 - The Checkbook Control IRA
|
Sep 09, 2020 |
|
Episode 8 - What is an IRA Custodian?
|
Sep 02, 2020 |
|
Episode 7 - Solo 401(k) Contribution Rules
|
Aug 25, 2020 |
|
Episode 6 - Prohibited Transaction Rules
|
Aug 18, 2020 |
|
Episode 5 - IRA Basics
|
Aug 11, 2020 |
|
Episdode 4 - Unrelated Business Taxable Income (UBTI)
|
Aug 04, 2020 |
|
Episode 3 - 150,000 Reasons To File IRS Form 5500
|
Jul 29, 2020 |
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Episode 2 - IRS Form 5500
|
Jul 22, 2020 |
|
Episode 1 - ROBS
|
Jul 14, 2020 |