Adam Bergman - Tax & Retirement Planning Expert

I'm Adam Bergman, Esq a tax attorney with a Master's in Tax Law and decades of experience shaping the Self-Directed IRA industry. I founded IRA Financial in 2010 to give investors greater freedom and control over their retirement capital through alternative investments.

With deep expertise in ERISA and IRS regulations, I help clients navigate self-directed retirement accounts that allow investments beyond traditional stocks and bonds, including real estate, private equity, cryptocurrencies, precious metals, and startups.

Under my leadership, IRA Financial has grown into one of the largest firms in this space with 30,000 clients and $8B in assets invested. I've authored nine books on retirement and tax strategies, and my work has been featured in 100+ outlets including Forbes, The Wall Street Journal, and Business Insider. I regularly speak at conferences and guest on podcasts for retirement planning strategies.