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
READ THE ARTICLES
The Case For The Self-Directed IRA
August 9, 2019
Unlocking The Mystery Of The Defined Benefit Plan
July 10, 2019
The Solo 401(k) Should Make Us All Join The Gig Economy
June 5, 2019
LISTEN TO THE PODCAST
Tapping Your 401(k) for Personal Expenses
IRA Financial’s Adam Bergman discusses the many ways you can tap your 401(k) plan to pay for personal expenses.
READ WHAT ADAM HAS TO SAY ON THE IRAFG BLOG
Stay IRS Compliant with the ROBS Solution
August 12th, 2019
Business financing with a 401k plan (ROBS solution) allows you to tap into your retirement funds to start or fund an existing business you will personally be involved in. In fact, it is the only way to invest in a business you will take part in without triggering the IRS prohibited transactions…
How to Make Equity Crowdfunding Investments
August 1st, 2019
Equity crowdfunding, also known as investment crowdfunding is the process where entrepreneurs receive funding from a “crowd” of investors. In return for providing capital, investors receive equity, or in other words, a cut of the entrepreneurs’ business…
READ THE BOOKS
