How the Rich Get Richer Using Self-Directed IRAs | Adam Bergman on Exit Strategies Radio Show
Автор: EXIT Strategies Radio Show
Загружено: 2025-06-23
Просмотров: 15
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💼 Want to build wealth like the ultra-rich—without paying taxes on your gains?
In this powerful episode, tax attorney and IRA expert Adam Bergman breaks down how to use self-directed IRAs to invest in real estate, private businesses, and even startups—just like billionaire Peter Thiel did to grow his IRA to $4 billion.
Adam Bergman is a leading voice in the world of retirement tax strategies and the founder of IRA Financial, a company with over 25,000 clients and $4 billion in assets under administration. He’s the author of nine books, including Mastering the Self-Directed IRA, and has been featured on CNN, Businessweek, CBS, and more. Adam shares the exact tools, tax rules, and strategies the wealthy use—and how you can apply them too.
🔑Key Takeaways:
✅01:56 Introducing Our Special Guest: Adam Bergman
✅03:06 Adam Bergman's Journey to IRA Financial Technologies
✅07:31 Understanding Self-Directed IRAs
✅11:12 The Power of Roth IRAs
✅14:41 Tax Strategies and Legacy Building with IRAs
✅16:54 Collaborative Real Estate Investments with IRAs
✅18:05 Leveraging Small IRAs for Bigger Investments
✅20:25 Pitfalls to Avoid in Self-Directed IRA Investments
✅22:28 Using Self-Directed IRAs to Start a Business
✅27:53 Checkbook Control vs. Custodian Controlled IRAs
This isn’t just about retirement—it’s about freedom, control, and legacy.
📌Connect with Adam @:
📧 [email protected]
🌐 www.irafinancial.com
📺 YouTube: IRA Financial
📘Book: Mastering the Self-Directed IRA
📌Connect with Corwyn@:
☎️Contact Number: 843-619-3005
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🔗Youtube: https://www.youtube.com/channel/UCxoS...
🌍Website: https://www.exitstrategiesradioshow.com
🔗Linkedin: /
Don’t let this powerful financial knowledge sit on the shelf. Tune in, take notes, and take action.
Whether you're a new investor or planning your financial legacy, this episode is your step-by-step roadmap to making the retirement system work for YOU.
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#SelfDirectedIRA #RothIRA #IRAInvesting #AdamBergman #FinancialFreedom #ExitStrategiesRadioShow #RealEstateIRA #LegacyPlanning #PeterThielIRA #TaxFreeWealth #RetirementPlanning #AlternativeInvesting #CorwynMelette #GenerationalWealth
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