Adam Bergman - Tax Stragies & Retirement 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. After working at White & Case, I founded IRA Financial in 2010 to give Americans more freedom and control over their retirement capital through alternative investments and smart tax strategy.

I'm sharing the retirement strategies for reducing taxes and building long-term wealth strategies that I’ve used for decades to build a multi-million-dollar portfolio, all tax-free, and so have my clients. With deep expertise in ERISA and IRS regulations, I help clients use self-directed IRAs, Roth IRAs, Solo 401ks, and other tax-advantaged accounts to invest in real estate, private equity, crypto, precious metals, and startups. IRA Financial is now one of the largest firms in this space, with 30,000 clients and $8B in assets invested. I’ve authored nine books, and my work has appeared in 100+ outlets including Forbes, The Wall Street Journal, and Business Insider.