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
MARCH 15, 2018
FEBRUARY 20, 2019
JANUARY 23, 2019
LISTEN TO THE PODCAST
IRA Financial Group Podcast Episode 171: Deadline to File IRS Form 1065 for a Multi-Member Self-Directed IRA is March 15
IRA Financial Group’s Adam Bergman discusses the looming deadline of March 15 to File IRA Form 1065. You must file if you have a Multi-Member Self-Directed IRA LLC.
February 27th, 2019
Investing in residential real estate has become quite popular with retirement investors. Not only is using an IRA or 401(k) to invest in real estate legal, it’s a great way to better diversify your retirement portfolio. However, the only way you can use your retirement funds to invest in “alternate assets”, like real estate, is to have the right account with the right company…