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
LISTEN TO THE PODCAST
IRA Financial Group Podcast Episode 144: Excess Contributions To A Roth IRA May End Up Being Worth The Penalties
JULY 12, 2018
IRA Financial Group’s Adam Bergman discusses why excess contributions to a Roth IRA may be worth the potential penalties and what the risks of excess contributions are.
July 11th, 2018
With a self-directed IRA or checkbook IRA structure, you will have the ability to invest in almost any type of asset you wish including a private company or business. This post will detail what you need to know if you are thinking of using an IRA to buy or invest in a private company or business…