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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LISTEN TO THE PODCAST
IRA Financial Group Podcast Episode 148: What You Need To Do To Have A Million Dollars When You Retire
AUGUST 8, 2018
IRA Financial Group’s Adam Bergman discusses what you need to do to retire with one million dollars, including strategies for contributing to an IRA or 401(k) Plan based on your age and contribution.
August 9th, 2018
Not many American retirement account holders realize that the Internal Revenue Code (IRC) allows for real estate (as well as many other alternative assets) to be held inside retirement accounts, such as an IRA or 401(k) plan. IRS rules permit individuals to engage in almost any type of real estate investment, aside generally from any investment involving a “disqualified person”…
August 7th, 2018
The Controlled Group Rules were created essentially to protect employees from a business owner or executive establishing a separate 401(k) plan for another business and thereby not offering those employees the benefits inherent in participating in a 401(k) qualified retirement plan…