ADAM BERGMAN FOUNDED THE IRA FINANCIAL GROUP & IRA FINANCIAL TRUST COMPANY
He’s published 7 books on the topic of retirement plans and taxation, including the first published book on how to use retirement funds to purchase cryptocurrencies (How To Use Retirement Funds to Purchase Cryptocurrencies in a Nutshell). He is a frequent contributor to Forbes, has been quoted in over 250 major publications, and helped over 12,000 clients establish self-directed retirement plans to make alternative asset investments.
Prior to founding the IRA Financial Group and IRA Financial Trust Company, leading providers of self-directed IRA & 401(k) plans for alternative asset investments, he worked as a tax and ERISA attorney at some of the world’s most prestigious law firms, such as White & Case LLP. Adam is a long-time cryptocurrency investor and a passionate advocate for the powers of blockchain technology.
He’s currently working on several exciting new projects, including a video series and a documentary on the cryptocurrency craze and retirees. He recently launched his podcast, Adam Bergman Talks.
READ THE ARTICLES
FEBRUARY 20, 2019
JANUARY 23, 2019
DECEMBER 21, 2018
LISTEN TO THE PODCAST
IRA Financial Group’s Adam Bergman discusses the IRA Annuity, if it makes sense for IRA investors, and the advantages and disadvantages of an annuity.
February 15th, 2019
ROBS stands for Rollover for Business Startups. The IRS describes ROBS as “an arrangement in which prospective business owners use their retirement funds to pay for new business start-up costs.” Essentially, the ROBS solution lets you use your retirement funds (IRA, 401(k), etc.) to start your own business…
February 6th, 2019
When using a Self-Directed IRA or Solo 401(k) plan to make alternative investments, you must pay attention to all the rules set forth by the IRS. Arguably, the most important of these rules are the prohibited transaction rules. While the IRS does not say what you are allowed to invest in with retirement funds, it does outline what you absolutely cannot invest in…