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تمت الإضافة منذ قبل nine عام
المحتوى المقدم من Adam Bergman. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Adam Bergman أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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Adam Talks
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 1155224
المحتوى المقدم من Adam Bergman. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Adam Bergman أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
…
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459 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 1155224
المحتوى المقدم من Adam Bergman. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Adam Bergman أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Adam Bergman Talks Investing and Retirement - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
…
continue reading
459 حلقات
كل الحلقات
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Adam Talks
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1 Episode 470: What I Wish I Knew Before I Started Investing 8:21
8:21
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Discover the key investing lessons I wish I knew 20 years ago to build even greater retirement wealth! From the power of alternative assets to the life-changing benefits of Roth IRAs, I’m sharing my biggest mistakes and insights so you can maximize your savings today.
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Adam Talks
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1 Episode 469: Major Tax Benefits of Buying Bitcoin in an IRA 5:46
5:46
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Bitcoin is booming—learn how to harness its potential within a Roth IRA for long-term, tax-free growth. This video explains why crypto belongs in your retirement plan and provides tips for smart investing. Tune in to secure your financial future!"
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Adam Talks
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1 Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! 6:46
6:46
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Episode 468: 3 Things to do in 2025 to Guarantee Retirement Wealth! by Adam Bergman
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Adam Talks
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1 Episode 467: Angel Investing, LPs, and Other Ways to Use Your IRA to Invest in Business 5:40
5:40
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التشغيل لاحقا
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Learn how to use your IRA for angel investing, venture capital, and private equity. Discover tax strategies, accredited investor rules, and how to avoid UBIT. Maximize your retirement savings while funding innovative startups!
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Adam Talks
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1 Episode 466: How the SECURE Act 2.0 Helps You Reclaim Forgotten 401(k) Funds 5:47
5:47
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Adam Bergman discusses a critical development in retirement planning: the new "lost and found" system under the SECURE Act 2.0. This initiative will help millions of Americans track down unclaimed retirement funds from past employers, which could include 401(k)s or profit-sharing plans they weren’t aware of. Adam dives into how it works, potential privacy concerns, and the regulatory hurdles.…
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Adam Talks
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Get the latest on 2025 retirement contribution limits! Adam Bergman unpacks changes to IRAs, 401(k)s, SEP IRAs, SIMPLE IRAs, Roths, and Solo 401(k)s, plus Secure Act 2.0 enhancements for ages 60-63. Learn what’s new, what’s the same, and how it impacts your savings strategy!
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Adam Talks
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1 Episode 464: BOI: What You Need to Know to Avoid Costly Mistakes 5:46
5:46
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إعجاب
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Discover what you need to know about Beneficial Ownership Information (BOI) filings to avoid hefty penalties or jail time. Adam Bergman explains who must file under the Corporate Transparency Act, the exemptions, and how IRA Financial can help. Don’t risk non-compliance—learn how this impacts IRA and Solo 401(k) entities and why timely action is crucial. Stay informed and protected!…
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Adam Talks
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1 Episode 463 - Trump Win & Impact on Your IRA 7:12
7:12
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As markets surge, Adam breaks down how Trump’s recent landslide victory could affect your retirement accounts, examining the potential impact of Trump’s tax policies on corporate rates, UBIT, and estate taxes. He explores potential benefits for IRA and 401(k) investors, particularly those interested in alternative assets and crypto, and discusses what Trump’s victory could mean for the self-directed investing landscape in the coming four years.…
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Adam Talks
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1 Episode 463 - Unlocking Tax Savings: Discount Valuations for Self-Directed IRA Roth Conversions 13:15
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Discover how the discounted valuation strategy can be a game-changer for Roth conversions with Self-Directed IRAs. Adam Bergman demystifies the family limited partnership model, explaining how applying lack of marketability and lack of control discounts to alternative assets can drastically reduce your tax burden. Learn how these valuation discounts work, from private equity to real estate, and see how they can help you maximize tax-free growth in a Roth IRA. Whether you’re planning a Roth conversion or just exploring advanced tax-saving strategies, this episode is packed with insights.…
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Adam Talks
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1 Episode 462 – UBIT, UDFI, and Real Estate in Your IRA 11:07
11:07
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In this episode, we dive into the complex yet powerful strategies of using real estate investments within an IRA. We’ll explore two key tax concepts—Unrelated Business Income Tax (UBIT) and Unrelated Debt-Financed Income (UDFI)—and break down how they impact your IRA, especially when real estate and leverage are involved.…
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Adam Talks
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1 Episode 461 - What is Boosting Demand for Private Credit Funds? 12:44
12:44
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In this episode, we dive into the factors driving the increasing demand for private credit funds, a rapidly growing asset class in the financial markets. As traditional bank lending continues to tighten, private credit is stepping in to fill the gap, offering flexible financing options to middle-market companies, startups, and real estate projects. Learn how to invest using retirement funds.…
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Adam Talks
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1 Episode 460 - Why Lower Interest Rates Will Be a Boom for Self-Directed IRA Investors 11:32
11:32
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the Fed's decision to lower interest rates and how it will impact Self-Directed IRA investors.
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Adam Talks
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1 Episode 459 - Proof that Buying Real Estate in an IRA is Better than Owning it Personally 13:46
13:46
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., explains why investing in real estate in an IRA is way better than owning it personally.
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Adam Talks
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1 Episode 458 - How AI Can Help Self-Directed IRA Investors Make Better Decisions 9:08
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses artificial intelligence (AI), and how it's helping real estate investors by utilizing tools that help with market research, property valuations, risk management, and property management.
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Adam Talks
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1 Episode 457 – Sports Betting & Your Retirement 13:30
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On this episode of Adam Talks, tax attorney and IRA Financial's founder, Adam Bergman, Esq., discusses the impact that sports betting is having on retirement savings, and why it's better to save for your future instead of gambling it away.
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.