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
DECEMBER 21, 2018
NOVEMBER 28, 2018
OCTOBER 31, 2018
LISTEN TO THE PODCAST
IRA Financial Group’s Adam Bergman discusses the potential impact of the government shutdown on the 401(k) plans of the furloughed government employees who currently are not getting paid.
January 14th, 2019
As the President of a Self-Directed IRA custodian, it surprises me how often I am asked by clients, friends and colleagues what is a Self-Directed IRA custodian and how it differs from a traditional bank or financial institution…
January 10th, 2019
In recent years, there have been several legislative changes, most notably the Tax Cuts and Jobs Act of 2017 (“Tax Cuts Act”) and the Bipartisan Budget Act of 2018 (“Budget Act”). These changes can have an impact on individuals’ personal and business tax reporting, as well as on their retirement accounts…