Here are the 5 tax-free investments that help with wealth building without paying taxes to the IRS.
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Adam Bergman, founder of IRA Financial, breaks down underused strategies for tax free investments and tax free growth that most investors never hear about. You'll learn how to build wealth using a self-directed IRA and other tax-advantaged accounts, unlocking access to alternative investments the average retirement account can't touch. Adam shows you exactly how to invest without paying taxes on gains, dividends, or income, creating true tax free income for life. Whether you're focused on retirement investing or chasing tax free retirement income down the road, this video reveals how to pay less taxes legally and keep more of what you earn. By the end, you'll understand how tax free assets and smart retirement tax planning can supercharge your wealth building and long-term retirement planning.
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ABOUT ADAM BERGMAN: Adam Bergman, Esq. is a world-renowned tax attorney and trailblazer in retirement strategy, widely credited with helping shape the modern Self-Directed IRA industry. With a Master’s in Tax Law and decades of experience, he founded IRA Financial to empower investors with greater freedom, flexibility, and control over their retirement capital. Today, he is recognized as a leading authority on alternative investments and tax-advantaged wealth-building strategies.
Before founding IRA Financial, Adam worked as an attorney specializing in tax law, focusing on retirement and investment strategies. His extensive knowledge of tax codes, ERISA (Employee Retirement Income Security Act), and IRS regulations gave him a unique perspective on the potential benefits of self-directed retirement accounts, which at the time were relatively underutilized.
In 2010, Adam Bergman launched IRA Financial to facilitate the setup of self-directed retirement plans and also provide comprehensive guidance on how to structure these accounts and navigate the legal intricacies involved.
A Self-Directed IRA allows individuals and business owners to invest in a wide range of assets, including real estate, private equity, cryptocurrencies, precious metals, and even startups, which mainstream IRAs do not permit. Under Adam’s leadership, IRA Financial grew into one of the largest and most recognized firms in the self-directed retirement space with over 27,000 clients and over $8B in assets invested.
Adam has written extensively on topics such as Self-Directed IRAs (both traditional and Roth), Solo 401(k) plans, the legality of alternative investments, and tax strategies. In addition to authoring nine books, his work has been featured in over 100 prominent media outlets such as Forbes, The Wall Street Journal, and Business Insider. In addition to his writing, Adam has appeared as a speaker at numerous financial and investment conferences and podcasts, where he shares his insights on the future of retirement planning and alternative investments. His expertise and ability to simplify complex tax and legal concepts have made him a trusted resource for both individual investors and financial professionals.
Chapters: 00:00 The 5 Tax-Free Investments That Print Money 00:24 Hard Money Loans, Underrated Retirement Assets 02:17 Commodities, Bitcoin, Gold & Assets That Hedge Against Inflation 04:02 Investment Funds, Managed Funds, Venture Capital Funds, & Private Credit Funds 06:08 Private Equity, Small Business Investing, Private Business & Angel Investing 08:23 Real Estate, Real Estate Investing, Rental Properties 11:25 Best Investments & Alternative Assets For A Tax-Free Retirement
