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info@irafinancialtrust.com (IRA Financial Trust)

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Podcasts

Podcasts

info@irafinancialtrust.com (IRA Financial Trust)

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0
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IRA Financial Trust

Latest Episodes

IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS

Click here to listen to IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS December 18th, 2017 IRA Financial Trust's Adam Bergman discusses how the IRA Financial Trust Company flat fee for their custodial services helps clients grow their retirement funds without high account valuation fees.

--2017 DEC 19
Comments
IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS

IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings

Click here to listen to IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings May 2nd, 2017 IRA Financial Trust's Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.

--2017 MAY 3
Comments
IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings

IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return

Click here to listen to IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return April 10th, 2017 IRA Financial Trust's Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Self-Directed IRA.

--2017 APR 11
Comments
IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return

IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

Click here to listen to IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017 March 7th, 2017 IRA Financial Trust's Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.

--2017 MAR 8
Comments
IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning

Click here to listen to IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning December 22nd, 2016 IRA Financial Trust's Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.

--2016 DEC 23
Comments
IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning

IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

Click here to listen to IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account September 21st, 2016 IRA Financial Trust's Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.

--2016 SEP 22
Comments
IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

Click here to listen to IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments August 29th, 2016 IRA Financial Trust's Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.

--2016 AUG 30
Comments
IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

Click here to listen to IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates August 26th, 2016 IRA Financial Trust's Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.

--2016 AUG 27
Comments
IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update

Click here to listen to IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update July 21st, 2016 IRA Financial Trust's Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transactions with a self-directed retirement account.

--2016 JUL 22
Comments
IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update

IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities

Click here to listen to IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities July 1st, 2016 IRA Financial Trust's Adam Bergman discusses a ruling in a SEC case against an IRA Custodian that solidifies the fact that IRA Custodians are Passive Custodians.

--2016 JUL 2
Comments
IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities

Latest Episodes

IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS

Click here to listen to IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS December 18th, 2017 IRA Financial Trust's Adam Bergman discusses how the IRA Financial Trust Company flat fee for their custodial services helps clients grow their retirement funds without high account valuation fees.

--2017 DEC 19
Comments
IRA Financial Trust Podcast 24: IRA Financial Trust Flat Annual Fee IRA Custodian Fee - No Account Value Fees - Good for Client & for IRS

IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings

Click here to listen to IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings May 2nd, 2017 IRA Financial Trust's Adam Bergman discusses the potential impacts of the corporate tax cuts proposed by President Trump.

--2017 MAY 3
Comments
IRA Financial Trust Podcast 23: Trump Passthrough Tax Proposal and Impact On Retirement Savings

IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return

Click here to listen to IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return April 10th, 2017 IRA Financial Trust's Adam Bergman discusses the tax implications and filing and reporting requirements when you have a Self-Directed IRA.

--2017 APR 11
Comments
IRA Financial Trust Podcast 22: Impact of Having a Self-Directed IRA on Your Personal Tax Return

IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

Click here to listen to IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017 March 7th, 2017 IRA Financial Trust's Adam Bergman discusses the new March 15th tax filing deadline for Self-Directed IRA LLCs for partnership return IRS form 1065.

--2017 MAR 8
Comments
IRA Financial Trust Podcast 21: New Partnership Tax Return Deadline for Multiple-Member LLC - March 15 2017

IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning

Click here to listen to IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning December 22nd, 2016 IRA Financial Trust's Adam Bergman discusses year-end retirement planning strategies, potential new strategies for 2017, contribution deadlines, deadlines for creating plans for 2016, and other important information regarding retirement accounts as we approach the end of the year.

--2016 DEC 23
Comments
IRA Financial Trust Podcast 20: 2016 Year-End Retirement Planning

IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

Click here to listen to IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account September 21st, 2016 IRA Financial Trust's Adam Bergman discusses what you need to know regarding the proper way to hold approved metals and coins in your retirement account.

--2016 SEP 22
Comments
IRA Financial Trust Podcast 19: The Facts About Buying and Holding Approved Metals and Coins with a Retirement Account

IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

Click here to listen to IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments August 29th, 2016 IRA Financial Trust's Adam Bergman discusses why it is necessary to have an IRA Custodian for making investments with your Self-Directed IRA.

--2016 AUG 30
Comments
IRA Financial Trust Podcast 18: Why You Need a Special IRA Custodian to Make Self-Directed IRA Investments

IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

Click here to listen to IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates August 26th, 2016 IRA Financial Trust's Adam Bergman discusses updates to the 60-Day Rollover Requirement Rules that have taken place with the new IRS Revenue Procedure 2016-47.

--2016 AUG 27
Comments
IRA Financial Trust Podcast 17: IRS Revenue Procedure 2016-47 Rollover Requirement Updates

IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update

Click here to listen to IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update July 21st, 2016 IRA Financial Trust's Adam Bergman discusses some of the most recent and relevant tax law cases revolving around prohibited transactions with a self-directed retirement account.

--2016 JUL 22
Comments
IRA Financial Trust Podcast 16: Prohibited Transaction Case Law Update

IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities

Click here to listen to IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities July 1st, 2016 IRA Financial Trust's Adam Bergman discusses a ruling in a SEC case against an IRA Custodian that solidifies the fact that IRA Custodians are Passive Custodians.

--2016 JUL 2
Comments
IRA Financial Trust Podcast 15: SEC Ruling On The Limits Of A Self-Directed IRA Custodian Responsibilities
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