Menu Close

IRA Financial Group President – Adam Bergman – Accepted into Forbes Finance Council

Forbes Finance Council is an Invitation-Only Community for Executives in Accounting, Financial Planning, Wealth and Asset Management and Investment Firms

IRA Financial Group Company President – Adam Bergman - Accepted into Forbes Finance Council

Adam Bergman, IRA Financial Group President, has been accepted into the Forbes Finance Council, an invitation-only community for executives in accounting, financial planning, wealth and asset management and investment firms. IRA Financial Group & IRA Financial Trust Company are the leading providers of self-directed IRA LLC and Solo 401(k) Plans.

Adam Bergman joins other Forbes Finance Council members, who are hand-selected, to become part of a curated network of successful peers and get access to a variety of exclusive benefits and resources, including the opportunity to submit thought leadership articles and short tips on industry-related topics for publishing on

Forbes Councils combines an innovative, high-touch approach to community management perfected by the team behind Young Entrepreneur Council (YEC) with the extensive resources and global reach of Forbes. As a result, Forbes Council members get access to the people, benefits and expertise they need to grow their businesses — and a dedicated member concierge who acts as an extension of their own team, providing personalized one-on-one support.

“I am honored and really excited to have been accepted to join the prestigious Forbes Finance Council,” stated Adam Bergman.

Scott Gerber, founder of Forbes Councils, says, “We are honored to welcome Adam Bergman into the community. Our mission with Forbes Councils is to curate successful professionals from every industry, creating a vetted, social capital-driven network that helps every member make an even greater impact on the business world.”

IRA Financial Group is the market’s leading provider of self-directed retirement plans. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate, cryptocurrency, and private business investments.

About Forbes Councils
Forbes partnered with the founders of Young Entrepreneur Council (YEC) to launch Forbes Councils, invitation-only communities for world-class business professionals in a variety of industries. Members, who are hand-selected by each Council’s community team, receive personalized introductions to each other based on their specific needs and gain access to a wide range of business benefits and services, including best-in-class concierge teams, personalized connections, peer-to-peer learning, a business services marketplace, and the opportunity to share thought leadership content on For more information about Forbes Finance Council, visit

Adam Bergman, IRA Financial Group partner is a frequent contributor to Forbes on the topic of self-directed retirement plans and has written seven books the topic of self-directed retirement plans, including, “How to use Retirement Funds to Purchase Cryptocurrencies”, “The Checkbook IRA”, “Going Solo,” “Turning Retirement Funds into Start-Up Dreams”, “Solo 401(k) Plan in a “Nutshell”, “Self-Directed IRA in a Nutshell”, and “In God We Trust in Roth We Prosper”.

Share the knowledge
Posted in IRA Financial Group, Self-Directed IRA, Solo 401(k)