Adam Bergman

Former Forbes Councils Member|
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Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author.
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Adam Bergman is the President of IRA Financial Group & IRA Financial Trust Company - a leading provider of self-directed retirement plans. Read Adam Bergman's full executive profile here.

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2,585 viewsAug 12, 2021

Reg A And Reg D: What They Mean For Your Self-Directed IRA

Private placements are popular investments for self-directed individual retirement account (IRA) investors.

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1,386 viewsJul 14, 2021

The History Of The Self-Directed IRA

ERISA is arguably the most important piece of retirement legislation in our nation’s history.

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13,904 viewsJun 17, 2021

Backdoor Roth IRA Vs. 'Mega Backdoor' Solo 401(k)

For high-income individuals, contributing funds to a Roth individual retirement account (IRA) is only possible through a solution known as the “backdoor” Roth IRA.

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1,963 viewsMay 13, 2021

NFTs And Your Retirement Account

Is an NFT a “collectible” by IRS standards?

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9,904 viewsMar 17, 2021

Why You Likely Can't Buy Cryptocurrency In Your 401(k) Plan

Holding alternative assets in a 401(k) plan, though legal, is not common because of the ERISA trustee fiduciary risks.