🔥 Are You Overpaying the IRS? Take Our Free 60-Second Survey and Find Out.https://bit.ly/taxquiz2026🔥 Connect with Adam Bergman💻 Website: https://adam-bergman.com/🎯 Youtube: @IRAFinancial 🎯 Instagram: https://www.instagram.com/theirafinancial/🔥 There's $19 TRILLION sitting in IRAs and 401(k)s — and almost none of it is touching real estate, crypto, or private equity. Not because it's illegal. Because nobody ever told you it was allowed.In this episode of Stacks Over Tax, Mark Lewis, EA sits down with Adam Bergman — a New York tax and ERISA attorney, founder of IRA Financial, author of nine books on retirement strategy, and one of the country's leading experts in self-directed retirement planning. Adam breaks down exactly how sophisticated investors legally move alternative assets into their retirement accounts — and the specific rules keeping everyone else stuck in stocks and mutual funds.If you own an LLC, an S-Corp, or you're building wealth as an entrepreneur, this conversation shows you how to put real estate, private business stock, crypto, or even your own startup inside a retirement account — and how the wrong structure can quietly cost you tens of thousands in penalty taxes.🔥 In this episode: - What counts as an "alternative asset" (and why Wall Street walls it off) - The 3 things you can never do inside an IRA - Why the Roth IRA is the most powerful account in the tax code - The Peter Thiel strategy that turned pennies into millions, tax-free - ROBS: using retirement funds to buy or launch a business - Selling a business tax-free — stock sale vs. asset sale - UBIT and the "C-Corp blocker" — the hidden 37% tax on leverage - Adam's path from Wall Street tax lawyer to founding IRA FinancialThis channel is dedicated to helping entrepreneurs legally reduce taxes, protect assets, structure LLCs correctly, build generational wealth, and avoid the financial traps most business owners never see coming.0:00 — Cold open: the alternative asset nobody uses0:18 — Meet Adam Bergman, founder of IRA Financial1:09 — What's an alternative asset (and why Wall Street blocks it)3:56 — The 3 things you can never do inside an IRA6:35 — Why the Roth IRA is the most powerful account in the tax code7:46 — The Peter Thiel strategy: pennies to millions, tax-free10:15 — ROBS: buying a business or franchise with retirement funds13:34 — Selling the business tax-free: stock sale vs. asset sale15:51 — UBIT and the "C-Corp blocker": the hidden 37% tax on leverage25:43 — Adam's path from Wall Street lawyer to founder35:48 — Where to find Adam Bergman / IRA Financial🔔SUBSCRIBE TO MY CHANNEL ⭐️Connect with Us:http://www.executivemoneystrategies.com/🔥 Take the free 60-second tax reduction survey:http://bit.ly/taxquiz2026📖 Get Your Copy of Mark's Newest Book: "Turn Your $60,000 Salary Into $1 Million"https://bit.ly/60KtoMillion 📧 Email Mark: mark@marksmoneysecrets.com💻 Watch: https://www.youtube.com/@MarksMoneyStrategies🎯IG https://www.instagram.com/marksmoneystrategies/ 🎯FB https://www.facebook.com/marksmoneystrategies🎯TT https://www.tiktok.com/@marksmoneystrategies#entrepreneur #finance #LLC #SCorp #BusinessTaxes #TaxReduction #AssetProtection #BusinessOwner #Entrepreneur #WealthBuilding #TaxPlanning #SmallBusinessTaxes #MultiMemberLLC #HoldingCompany #AugustaRule #BusinessDeductions #SelfEmploymentTax #GenerationalWealth #WealthPreservation #BusinessFinance #FinancialFreedom #CorporateStructure #Trust #EstatePlanning #CashFlowInvesting #AdvancedTaxStrategies #FamilyWealth #BusinessConsulting #TaxLoopholes #MarkLewis #SelfDirectedIRA #AlternativeAssets© 2026 All Rights Reserved | Mark Lewis, EA | Executive Money Strategies---