Get $225 off the cost of a Self-Directed IRA LLC or Solo 401(k) Use Promo Code LUNAR225

Get $225 off the cost of a Self-Directed IRA LLC or Solo 401(k)
Use Promo Code LUNAR225

In the News

We’ve been featured in over 150 publications.

September 2022

The 6 Best Self-Directed IRA Companies of 2022

December 2020

The 6 Best Self-Directed IRA Companies of 2020

April 2022

Want to Add Crypto to Your Retirement Portfolio? Here’s How—and What to Consider.

September 2021

How to open a Roth IRA in 3 steps to start saving for retirement

July 2021

As IRA and 401K Plans Open to Crypto, Investors Are Paying Attention

March 2019

Adam Bergman – IRA Financial Trust Company President – To Speak at Retirement Industry Trust Association (RITA) Conference on Fintech in Washington DC

January 2023

IRA Rules: Contributions, Deductions, Withdrawals

March 2022

How to Use Your IRA to Help the People of Ukraine

December 2021

IRA Rules: Contributions, Deductions, Withdrawals

November 2018

How to Choose Investments for a Self-Directed IRA

May 2018

How to Use a Side Job to Save for Retirement

January 2017

Adam Bergman Interviewed In U.S. News & World Report

December 2020

Blockchange & IRA Financial Making It Easy For RIA’s To Manage Crypto Assets

January 2017

Adam Bergman on Trading Law for a Tax and Trust Business

July 2021

As IRA and 401K Plans Open to Crypto, Investors Are Paying Attention

March 2018

Google Follows Facebook In Banning Cryptocurrency Ads

September 2018

What Every Company 401k Plan Fiduciary Needs to Know about MEPs

September 2016

Adam Bergman contributed a piece on Solo 401(k)s for entrepreneurs to the Miami Herald

August 2021

Employers offer perks, from college tuition to retirement benefits, to attract workers

July 2021

As IRA and 401K Plans Open to Crypto, Investors Are Paying Attention

July 2019

Guide to Self-Employed 401(k) Plans (FAQ)

May 2016

Retirement won’t be comfortable for many retirees

March 2018

How to Hold Bitcoin in an IRA and Why It’s Still Not Easy

August 2016

Adam Bergman Appears On WLRN Radio Miami Discussing Self-Directed Retirement Plans

November 2017

How Bitcoin Is Going Mainstream

March 2018

Retirement Savers Should Resist the Bitcoin Lure

November 2017

Trading, Holding, Mining: Ways to Make Money From Cryptocurrencies

August 2017

Will the Child IRA Solve Retirement Woes?

March 2018

How bitcoin IRA investments bypass U.S. fiduciary protections

April 2018

Cryptocurrency: Next Frontier for Cost-Basis Reporting

February 2021

Bitcoin IRA: How To Invest For Retirement With Cryptocurrency

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