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 154: Learn How the 1031 Exchange Can Help Eliminate The UBTI Tax For Real Estate IRA Investors
SEPTEMBER 19, 2018
IRA Financial Group’s Adam Bergman discusses the 1031 Exchange and how it can be a nice solution for Self-Directed real estate investors.
September 10th, 2018
Unlike a Traditional IRA, which does not allow you to make pre-tax IRA contributions after reaching the age of 70 ½, a Solo 401(k) plan participant can make Solo 401(k) contributions after age 70 ½. In other words, if you are still employed by a company that has established a Solo 401(k) plan, you can continue to make contributions to your employer-sponsored Solo 401(k) or SEP IRA…
September 7th, 2018
Individual retirement accounts (IRA), exist in many forms. If you have income from working for yourself or someone else, you may set up and contribute to an IRA. The major advantage of using a traditional IRA is that contributions are tax-deductible. A Roth IRA offers tax-free income and gains…