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.   

Podcasts

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 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.     

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

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.     

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 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.     

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 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.   

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

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.     

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 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.     

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 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.     

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Podcasts

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