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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MAY 16, 2018
IRA Financial Group’s Adam Bergman discusses the SEC’s Howey Coin, a clever way to educate people about ICOs (Initial Coin Offerings) and the potential of fraud, based on a made up virtual currency that shows investors how easy it is to get scammed if you don’t pay attention.
Here is Why Understanding the Self-Directed IRA Rules May be as Important as Picking the Right Investment for Your retirement
May 17th, 2018
It has been almost fifty years since IRAs have been established and still the majority of retirement account holders are not aware of the self-directed IRA rules which allow IRA holders to buy real estate and other alternative assets with an IRA…
May 16th, 2018
Believe or not – the IRS does not define what a self-directed IRA is. There is no specific definition of what a self-directed IRA is. In fact, a self-directed IRA is not a term of art and you will not find it anywhere in the Internal Revenue Code (“Code”). A self-directed IRA simply refers to an IRA account which is permitted to be invested in traditional assets, such as stocks, but also alternative assets, such as real estate or even cryptocurrencies…