EP 196: How the Wealthy Use Roth IRAs to Build Tax-Free Real Estate Wealth with Adam Bergman

Exit Strategies Radio Show

Ever wonder how the rich keep getting richer—legally and tax-free? It’s not luck. It’s strategy. And it starts with knowing how to use a self-directed IRA to invest in real estate, private equity, and even startups—while keeping the IRS out of your profits.

What if you could unlock the same wealth-building tools the ultra-rich use—without needing millions to start? On this week’s Exit Strategies Radio Show, host Corwyn J. Melette sits down with Adam Bergman, CEO of IRA Financial Technologies and one of the nation’s leading experts on retirement tax strategy.

A former tax attorney with over 25,000 clients and $4 billion in managed assets, Adam explains how self-directed IRAs offer everyday people the freedom to invest in alternative assets—real estate, startups, private equity—and grow it all tax-free. This conversation breaks down the exact strategies smart investors use to build generational wealth and reclaim control of their financial future.

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. Don’t let this powerful financial knowledge sit on the shelf. Tune in, take notes, and take action.

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

• Instagram:⁠⁠ https://www.instagram.com/exitstrategiesradioshow/⁠⁠

• FB Page:⁠⁠ https://www.facebook.com/exitstrategiessc/⁠⁠

• Youtube:⁠⁠ https://www.youtube.com/channel/UCxoSuynJd5c4qQ_eDXLJaZA⁠⁠

• Website:⁠⁠ https://www.exitstrategiesradioshow.com⁠⁠

• Linkedin:⁠⁠ ⁠⁠https://www.linkedin.com/in/cmelette/⁠⁠

Shoutout to our Sponsor: EXIT Realty Lowcountry Group

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