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
JUNE 14, 2018
JUNE 4, 2018
MAY 30, 2018
LISTEN TO THE PODCAST
IRA Financial Group Podcast Episode 140: This Is What You Need To Know About The New 20% Passthrough Deduction
JUNE 15, 2018
IRA Financial Group’s Adam Bergman discusses the new 20% passthrough deduction that is part of the new tax law that was passed in December of 2017 and how an owner of a passthrough business can possibly deduct 20% of qualified business income.
June 14th, 2018
The Employee Retirement Income Security Act of 1974 ( ERISA) ( Pub.L. 93-406, 88 Stat. 829, enacted September 2, 1974) is an American federal statute that establishes minimum standards for pension plans in private industry and provides for extensive rules on the federal income tax effects of transactions associated with employee benefit plans…