Adam Bergman

Adam Bergman is a well-known figure in the world of retirement
planning, particularly for his pioneering work in the self-directed
IRA industry. As the founder of IRA Financial, a leading firm specializing in self-directed retirement accounts, Adam has built a reputation as a highly respected expert on alternative investments and tax-advantaged retirement strategies.

Before founding IRA Financial, Adam worked as an attorney
specializing in tax law, focusing on retirement and investment
strategies. His extensive knowledge of tax codes, ERISA, and IRS regulations gave him a unique perspective on the potential benefits of self-directed retirement accounts, which at the time were relatively underutilized.

In 2010, Adam Bergman launched IRA Financial with the goal
of facilitating the setup of self-directed IRAs and helping to navigate the legal intricacies involved. A self-directed IRA
allows individuals and business owners to invest in a wide range
of assets, including real estate, private equity, cryptocurrencies,
precious metals, and even startups, which traditional IRAs do
not permit. Under Adam’s leadership, IRA Financial Group grew
into one of the largest and most recognized firms in the self-directed IRA space with over 25,000 clients and over $5B in
assets invested.

Adam has written extensively on topics such as self-directed
IRAs, the legality of alternative investments, and tax strategies.
In addition to authoring 9 books, his work has been featured in
over 100 prominent media outlets such as Forbes, The Wall
Street Journal, and Business Insider. In addition to his writing,
Adam has appeared as a speaker at numerous financial and
investment conferences and podcasts, where he shares his
insights on the future of retirement planning and alternative
investments. His expertise and ability to simplify complex tax
and legal concepts have made him a trusted resource for both
individual investors and financial professionals.