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
LISTEN TO THE PODCAST
IRA Financial Group Podcast Episode 156: Trump Family Business Deals – Good Tax Planning or Suspect Tax Schemes
IRA Financial Group’s Adam Bergman discusses the recent article in the New York Times about the Trump family tax planning and whether it was legitimate strategy or suspect activity.
IRA Financial Trust Company Announces Average Client Account Fees at Less than .001% of Account Value
October 10th, 2018
IRA Financial Trust Company, the market’s fastest growing Self-Directed IRA custodian for checkbook IRA and full-service IRA custodian accounts announces that the average self-directed IRA client pays account fees of less than .001% of their IRA account value…
Trump Multiple Employer Plan Proposal Won’t Make 401(k) Plan More Popular with Small Businesses – But This Will
October 2nd, 2018
The 401(k) plan turned forty this year. Today, the 401(k) plan remains very popular with large employers and is essentially viewed as a helpful way for retaining employees, as well as providing them with a tax efficient way to save for retirement…