Adam Talks
485 episodes - English - Latest episode: 7 days ago - ★★★★★ - 7 ratingsAdam Talk's - A podcast that takes an alternative look at retirement, taxes, investments, and wealth!
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Episodes
Adam Talks - $300K Deductions
January 25, 2024 14:00 - 34 minutes - 80 MBOn this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses $300k in tax credits. Tune in to learn how to save on taxes and start investing for your future!
Episode 423: $300,000 in Deductions Using a DB/DC Combo Plan
January 25, 2024 14:00 - 34 minutes - 80 MBOn this episode of Adam Talks, Adam Bergman ESQ, founder of IRA Financial discusses how you can receive $300k in tax credits by utilizing a DB/DC (defined benefit/defined contribution) combo plan. Tune in to learn how to save on taxes and start investing for your future!
Episode 422: Adam Talks - New Years Resolution That Will Guaranty You Tax - Free Wealth AUDIO
January 18, 2024 23:45 - 24 minutes - 56.8 MBA new years resolution to guarantee you tax free money. You can't miss this episode!
Episode 422: New Years Resolution that will Guarantee You Tax-Free Wealth
January 18, 2024 23:45 - 24 minutes - 56.8 MBOn this episode of Adam Talks, Adam Bergman, Esq. discusses the power of tax deferral and compounding interest and why saving for retirement is a resolution you can keep this year!
Episode 422: New Years Resolution That Will Guaranty You Tax - Free Wealth AUDIO
January 18, 2024 23:45 - 24 minutes - 56.8 MBA new years resolution to guarantee you tax free money. You can't miss this episode!
Episode 421 - New 2024 IRA & 401(k) Numbers
January 04, 2024 16:02 - 19 minutes - 44.7 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses all the numbers you need to know for 2024 regarding IRAs and 401(k) plans.
Episode 420 - This New Law Will Impact 35+ Million Businesses
December 28, 2023 14:35 - 15 minutes - 34.9 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses the Corporate Transparency Act, that goes into effect next year, which requires all small businesses to file a Beneficial Ownership Interest report with FinCEN.
Episode 419 - Supreme Court Case Could Topple Our Income Tax System
December 21, 2023 15:05 - 15 minutes - 36.1 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses a Supreme Court case, Moore v. United States, that is currently under review, that could change how "unrealized" income is taxed.
Episdoe 418 - New Ruling Hurts Investment Fund Managers
December 14, 2023 16:46 - 20 minutes - 46.9 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses a new court case ruling involving a $10 billion hedge fund and how limited partners are taxed.
Episode 417 - 4 Key Year-End Tax Tips You Need to Know
December 07, 2023 14:26 - 19 minutes - 45.4 MBIn this episode of Adam Talks, Adam Bergman, Esq. will discuss tips to help you save on your taxes including harvesting losses, Roth conversions, maximizing your 401(k) contributions, and tax-free gifts to children.
Episode 416 - Not a very Happy New Year for Your LLC or Corporation
November 30, 2023 14:25 - 17 minutes - 41.3 MBIn this episode of Adam Talks, Adam Bergman, Esq. will discuss the Corporate Transparency Act, which will go into effect next year, what you need to do, and who must comply.
Episode 415 - Inside the 2024 Income Tax Rates
November 23, 2023 14:26 - 11 minutes - 25.6 MBIn this episode of Adam Talks, Adam Bergman, Esq. will review the new 2024 income tax rates, comparing them to this year's brackets, and some tax planning ideas for the new year.
Episode 414 - Starting A Business - The Secret Silicon Valley Way
November 16, 2023 14:05 - 20 minutes - 47.9 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses the Peter Thiel strategy of using Roth IRA funds to invest in founder's stock for your new business.
Episode 413 - A New Incentive to Contribute to a 401(k)
November 09, 2023 14:55 - 10 minutes - 23.8 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses changes to FAFSA for student aid. 401(k) contributions will no longer be considered income meaning you can qualify for more relief.
Episode 412 - How the US Retirement System Rates Against the World
November 02, 2023 16:10 - 15 minutes - 35.6 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses a new report that ranks the retirement systems of different countries around the world, and how the US can do better.
Episode 411 - LLC Owners Alert: The Government is Coming
October 26, 2023 13:35 - 18 minutes - 42.4 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses new rules, which may go into effect as soon as January 1, 2024 from FinCEN, that will require anyone with control of an LLC to report beneficial ownership of the business to FinCEN and the IRS. Will this new rule impact retirement savers who use an LLC?
Episode 410 - Help on the Way to Pay for Your Medical Bills
October 19, 2023 13:23 - 13 minutes - 30.1 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses new legislation, the HSA Modernization Act and HSA Improvement Act, which would double the amount you can contribute to a Health Savings Account.
Episode 409 - Still Time to Contribute $60K+ in a Roth
October 12, 2023 13:33 - 19 minutes - 44.2 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses the Mega Backdoor Roth Solo 401(k) plan, and how you can still put away over $66,000 for 2022 if you filed an extension for your tax return. The deadline is October 15!
Episode 408 - How to Shelter Your Business Profits from Tax
October 05, 2023 13:42 - 15 minutes - 36.3 MBIn this episode of Adam Talks, Adam Bergman, Esq. discusses two strategies utilizing the Roth IRA that will allow you to shelter your business profits from being taxed.
Episode 407 – How to Pay NO Tax on a Roth IRA Conversion
September 28, 2023 13:25 - 13 minutes - 30.9 MBIn today's episode of Adam Talks, Adam Bergman, Esq. discusses the Roth IRA conversion and how to pay no tax on it when receiving a tax deduction for a particular type of investment.
Episode 406 - 2 New IRS Rules on Roth 401(k)s & Cryptos You may have Missed
September 21, 2023 13:12 - 12 minutes - 27.9 MBIn today's episode of Adam Talks, Adam Bergman, Esq. discusses two new IRS rules - the catch-up contribution rules for 401(k) plans, and a proposal to force crypto dealers to report transactions.
Episode 405 - New SEC Rules Impact on IRA Fund Investors
September 14, 2023 13:48 - 11 minutes - 27.5 MBIn today's episode of Adam Talks, Adam Bergman, Esq. discusses a new SEC rule which will impact investors that invest in private equity, hedge funds and similar assets.
Episode 405 - How to Consolidate Your Credit Card Debt with Your IRA/401(k)
September 07, 2023 14:00 - 20 minutes - 46.6 MBIn today's episode of Adam Talks, Adam Bergman, Esq. discusses strategies for reducing your credit card debt using your IRA or 401(k) plan.
Episode 404 - The IRS Attacks NY Mets Owner - Impact on All Hedge Funds
August 31, 2023 13:45 - 10 minutes - 24.4 MBIn 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.
Episode 403- Crypto Staking, the IRS, and the IRA Tax Shelter
August 24, 2023 13:30 - 18 minutes - 42.3 MBIn 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.
Episode 402 - Important New IRA Creditor Protection Case
August 17, 2023 13:58 - 13 minutes - 31.5 MBIn 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.
Episode 401 - US Debt Downgrade Impact on Your IRA
August 10, 2023 13:22 - 17 minutes - 40.5 MBIn 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.
Episode 400 - Shocking XRP SEC Victory & Impact on IRAs
August 07, 2023 14:19 - 23 minutes - 52.8 MBIn 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.
Episode 399 - Is the IRS Coming for Your Cryptos?
July 27, 2023 17:17 - 20 minutes - 47.6 MBIn 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.
Episode 398 - Two Secret Ways to Sell a Business Tax Free
July 14, 2023 21:24 - 16 minutes - 38.2 MBIn 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.
Episode 397 - New Accredited Investor Rules Coming
July 06, 2023 14:29 - 12 minutes - 29.4 MBIn 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.
Episode 396 - Real Life Case of Why You Need to Name an IRA Beneficiary
June 29, 2023 13:31 - 9 minutes - 22.5 MBIn 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.
Episode 395 - The Five-Year Roth Rule
June 22, 2023 14:05 - 13 minutes - 30.6 MBIn 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.
Episode 394 - Best 2023 Self-Directed IRA Investments for High Interest Rates
June 15, 2023 14:46 - 15 minutes - 35.5 MBIn 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.
Episode 393 - Best Self-Directed IRA Audit Protection
June 09, 2023 13:51 - 14 minutes - 33.5 MBIn 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.
Episode 392 - Impact of ChatGPT on Your Self-Directed IRA
June 01, 2023 13:35 - 17 minutes - 40 MBIn today's episode of Adam Talks, Adam Bergman, Esq. discusses the possible impact of the AI-based ChatGPT on the Self-Directed IRA world.
Episode 391 – Options if You Have a 401(k) at Work and are Self-Employed
May 25, 2023 13:33 - 15 minutes - 36.8 MBIn 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.
Episode 390 - Inherited IRA Rules Update
May 17, 2023 14:20 - 13 minutes - 30.1 MBIn 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.
Episode 389 - Obscure Way to Gain Access to Your IRA Funds Tax Free
May 10, 2023 13:25 - 14 minutes - 32.6 MBIn 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.
Episode 388 - How a Business Owner can Save $10 Million+ in Taxes
May 03, 2023 13:46 - 11 minutes - 27 MBIn 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.
Episode 387 - New IRS Audit Data for IRAs & 401(k)s
April 26, 2023 13:17 - 28 minutes - 65.8 MBIn today's episode of Adam Talks, Adam Bergman, Esq. discusses the newly released IRS audit data regarding retirement plans.
Episode 386 - New IRS Budget Impact on Self-Directed IRAs
April 19, 2023 15:22 - 23 minutes - 54.9 MBIn 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.
Episode 385 - What IRA Investors can Learn from Logan Roy
April 12, 2023 17:43 - 17 minutes - 39.1 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the hit series, Succession, and an unexpected inheritance of an IRA.
Episode 384 - A Plan for Surviving the End of Social Security
April 05, 2023 19:44 - 20 minutes - 46.4 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses the possible end of Social Security, and how you can start preparing for it right now.
Episode 383 - NFT Tax Treatment
March 29, 2023 14:35 - 19 minutes - 45.7 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses IRS Notice 2023-27 regarding nonfungible tokens (NFT) and how they may be treated for tax purposes.
Episode 382 - SVB, Bitcoin & Your IRA
March 22, 2023 14:08 - 12 minutes - 29.6 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses Silicone Valley Bank (SVB) and the "mini banking crisis" and how that has impacted Bitcoin and your retirement account.
Episode 381 - I Bonds & T-Bills in Your IRA or 401(k)
March 15, 2023 17:24 - 14 minutes - 32.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses what I-Bonds and T-Bills are and how you can invest in them with your retirement account.
Episode 380 - Tax Filing Deadline & the Checkbook IRA LLC
March 08, 2023 14:15 - 11 minutes - 26.8 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses tax filing rules and deadlines for a Self-Directed IRA, whether you are a single member LLC, multiple member LLC (partnership) or a different entity.
Episode 379 - Ultimate Way to Block UBIT for IRA Investors
March 01, 2023 16:41 - 23 minutes - 54.5 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can block UBIT which is a tax that affects certain Self-Directed IRA investments.
Episode 378 - How to Open a Roth IRA for my Child
February 22, 2023 14:45 - 25 minutes - 57.6 MBIn this episode of Adam Talks, IRA Financial's Adam Bergman Esq. discusses how you can start a Roth IRA for your minor child and the rules surrounding funding of the plan.