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
NOVEMBER 28, 2018
OCTOBER 31, 2018
SEPTEMBER 18, 2018
LISTEN TO THE PODCAST
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.
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….
November 13th, 2018
ROBS Solution, also known as the rollover for business startups, is the only way to buy or finance a business that personally benefits you. You may know of the prohibited transaction rules and disqualified persons. You, as the IRA holder, are a disqualified person….