AdBits

By Adam Bergman

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Category: Business

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Subscribers: 1
Reviews: 0
Episodes: 200

Description

Podcast by Adam Bergman

Episode Date
Episode 200 - Qualified Purchaser vs. Accredited Investor
Jul 10, 2024
Episode 199 - IRA Financial vs. Schwab
Jul 02, 2024
Episode 198 - The Plan Asset Rules Explained
Jun 25, 2024
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
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
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
Episode 2 - IRS Form 5500
Jul 22, 2020
Episode 1 - ROBS
Jul 14, 2020