ADAM BERGMAN IS A CRYPTO IRA TAX EXPERT

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.

ADAM HAS BEEN FEATURED IN

LISTEN TO THE PODCAST

IRA Financial Group Podcast Episode 162: After-Tax Contributions and a 401(k)

IRA Financial Group’s Adam Bergman discusses after-tax contributions to a 401(k) for the self-employed or small business owner as an opportunity to save a lot of money in a retirement plan.

READ WHAT ADAM HAS TO SAY ON THE IRAFG BLOG

401k Year-End Planning Guide for 2018

401(k) Year-End Planning Guide for 2018

December 5th, 2018

Now that we’re full stride into the holiday season, it’s time to start thinking about 401(k) year-end planning for 2018. December 31 is an important date for your retirement plan(s). Contributions, required minimum distributions (RMDs) and the saver’s credit all come to a head on New Year’s Eve…

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Co-Mingling Personal Funds in an IRA Investment

Co-Mingling Personal Funds in an IRA Investment

November 20th, 2018

With real estate prices climbing nationally over the last several years, it’s not unusual for IRA holders looking to make real estate and other alternative asset investments through a Self-Directed IRA to be forced into combining some of their personal funds to support the Self-Directed IRA investment….

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READ THE BOOKS

STAY IN TOUCH WITH ADAM