Adam Bergman

Adam Bergman is a tax attorney and nationally recognized authority on self-directed retirement accounts and alternative investments. He is the founder of IRA Financial, a leading provider of self-directed retirement solutions, and has spent more than two decades working with U.S. tax law, ERISA, and IRS regulations governing retirement plans.

Adam is the author of nine books on Self-Directed IRAs, Solo 401(k) plans, and tax-advantaged investing, and his work has been featured in major outlets including Forbes, The Wall Street Journal, and Business Insider. Known for his ability to simplify complex tax and legal rules, Adam’s writing focuses on helping investors legally expand their retirement investment options beyond traditional assets.