Adam Talks | Maximizing The IRA & 401k Relationship

Join Adam Bergman, founder of IRA Financial, in this episode of "Adam Talks" as he dives into maximizing the benefits of IRAs and 401(k)s. Adam shares a story from a recent airport encounter, using it to explain the essential rules for setting up and managing both retirement accounts. Whether you're new to retirement savings or looking to optimize your strategy, Adam covers everything from traditional and Roth IRAs to the benefits and limitations of 401(k) plans.

Tune in to discover how to navigate the complexities of retirement accounts and unlock the full potential of your savings.

Hit the subscribe button, share this episode, and take charge of your financial future today! 🎙️🔔👇

New episodes released every Thursday!
Find us on SoundCloud: https://on.soundcloud.com/7LTPGp7VwwpqsUEq7
Find us on Apple Podcasts: https://podcasts.apple.com/us/podcast/adam-talks/id948016984
Follow us on Spotify: https://open.spotify.com/show/03WidKnkq90dY8LgpSZrgc?si=4f8128da2d754d21
--

✅ Ready to get started? https://bit.ly/3JN2BK5
✅ Still have questions? Our experts are here to help https://calendly.com/ira_financial_clientrelations/
✅ Check out our books:https://a.co/d/ihmAPu9

---

About IRA Financial:

IRA Financial was founded by Adam Bergman, a former tax and ERISA attorney who worked at some of the largest law firms. He created IRA Financial to educate retirement account holders about the benefits of self-directed retirement plan solutions, allowing investments in alternative assets like real estate.

Please note: IRA Financial is a retirement account facilitator and custodian. We are not a law firm or fiduciary. We do not provide legal services or advice. Always consult with appropriate legal, tax, and investment professionals before making any investment decisions.

Learn more: https://www.irafinancialgroup.com/about-us/

Видео Adam Talks | Maximizing The IRA & 401k Relationship канала IRAFinancial