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AdMail

Podcast by Adam Bergman

Adam Bergman · AdMail

16 episodesEN

Show overview

AdMail has published 16 episodes during 2024. That works out to roughly 3 hours of audio in total. Releases follow a weekly cadence.

Episodes typically run ten to twenty minutes — most land between 9 min and 13 min — though episode length varies meaningfully from one episode to the next. None of the episodes are flagged explicit by the publisher. It is catalogued as a EN-language Business show.

The catalogue appears to be on hiatus or wound down — the most recent episode landed 1.6 years ago, with no new episodes in over a year.

Episodes
16
Started
2024
Median length
11 min
Cadence
Weekly

From the publisher

Podcast by Adam Bergman

Latest Episodes

Self-Directed IRA IRS Reporting | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about IRS reporting requirements with a Self-Directed IRA including filing a 1099-R, submitting a W-9 for an IRA LLC, and audit worries.

Nov 1, 20248 min

Coverdell Education Savings Accounts | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Coverdell Education Savings Account (ESA) including opening multiple Coverdell accounts, saving with both an ESA and a 529 plan, and why choose a Coverdell over a 529 plan?

Oct 25, 20248 min

Health Savings Accounts | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers questions about the Health Savings Account (HSA) including paying for copays and contact lenses, opening a second HSA for alternative investments, and what happens to my HSA when I pass?

Oct 18, 20249 min

Prohibited Transactions #10 | Client Q&A

On this week's episode, the final installment of this prohibited transaction ten-part series, IRA Financial's Adam Bergman Esq. answers the most important question - what are prohibited transactions, and how you can avoid them.

Oct 11, 202413 min

Prohibited Transactions #9 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including doing a joint venture with multiple IRAs, rolling IRA funds to a Solo 401(k), and buying cryptos from a friend using Roth IRA funds.

Oct 4, 20248 min

Prohibited Transactions #8 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending a business partner IRA money, purchasing real estate IRA-related supplies, and paying for travel to see a potential IRA property.

Sep 27, 202410 min

Prohibited Transactions #7 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including investing in old cars with an IRA, life settlement contracts, and lending personal funds to your IRA.

Sep 20, 20249 min

Prohibited Transactions #6 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including buying warrants with a Roth IRA, using a son's real estate agency to broker a deal for your IRA, and holding Bitcoin IRA keys in your personal possession.

Sep 13, 202414 min

Prohibited Transactions #5 | Client Q&A

On this week's episode, #200, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including using IRA funds to buy plane tickets to visit an IRA-owned property, hiring a sibling to manage your IRA LLC, and providing services to an IRA with a business you are a part owner.

Sep 6, 202413 min

Prohibited Transactions #4 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including lending money to a business partner, investing an IRA in a business you are involved in, and lending money to a sibling with a 0% loan.

Aug 30, 202414 min

Prohibited Transactions #3 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including loaning funds to your IRA, transacting with a company you own more than 80% of, and paying a sibling to manage your IRA LLC.

Aug 23, 20248 min

Prohibited Transactions #2 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about prohibited transactions including transacting with a stepson, loaning a girlfriend IRA funds, and how an employee may be considered a disqualified person.

Aug 16, 202412 min

Prohibited Transactions | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three questions about prohibited transactions including buying into a life insurance fund, holding gold in a retirement plan, and is IRA Financial a precious metals dealer?

Aug 9, 202412 min

Real Estate IRA #5 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three final questions about the Real Estate IRA including the tax implications of selling an IRA-owned house, converting a piece of real estate to Roth, and moving an asset from a regular Self-Directed IRA to a Checkbook IRA LLC.

Aug 2, 20248 min

Real Estate IRA #4 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including if UBIT will apply to a real estate deal, building on an IRA-owned piece of land, and using an IRA for a "fix-and-flip" business.

Jul 26, 202412 min

Real Estate IRA #3 | Client Q&A

On this week's episode, IRA Financial's Adam Bergman Esq. answers three more questions about the Real Estate IRA including the 1031 Exchange, reporting rental income on your tax return, and UBTI tax on a hotel investment.

Jul 19, 202412 min
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