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.
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IRA Financial Group’s Adam Bergman discusses whether you should go with Traditional pre-tax IRA contributions or Roth after-tax contributions.
October 17th, 2018
If you’re a Millennial (or Post-Millennial), the one thing that might not be on your radar yet is retirement. After all, you have decades until you retire, if at all. As a young adult, it’s important to know the benefits of retirement accounts, specifically the Roth IRA…
October 17th, 2018
If you are a small business owner or have any type of self-employment income, the choice of retirement plans usually comes down to a Solo 401(k) vs. a SEP IRA. A Solo 401(k), also known as an Individual 401(k) or One-Participant 401(k), allows for higher annual contributions and is the better choice for those looking to lower their tax bill…