About Adam Bergman

Adam Bergman, Esq.

Adam Bergman is a senior tax attorney at the IRA Financial Group, LLC, the only attorney owned and operated Self Directed IRA LLC and Solo 401(k) facilitator. Mr. Bergman is also the managing partner of the law firm The Bergman Law Group, LLC. Mr. Bergman has been quoted in a number of major publications on the area of self-directed retirement plans.  Mr. Bergman is also a frequent contributor to Forbes magazine and Forbes.com on the subject of retirement funds and tax law.

Prior to joining the IRA Financial Group, LLC, Mr. Bergman worked as a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. He has advised thousands of clients on a wide range of tax and ERISA matters involving limited liability companies and retirement plans for over 10 years. Mr. Bergman received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law.  Mr. Bergman also received his Masters of Taxation (LL.M.) from New York University School of Law.

Mr. Bergman is recognized as a leading retirement tax-planning expert and has lectured attorneys on the legal and tax aspects of Self-Directed IRA LLC and Solo 401(k) Plans.  Mr. Bergman has also worked with a number of the most prominent passive custodians, including Entrust, IRA Services Inc., and Sunwest Trust, Inc. to help educate their clients on Self Directed IRAs and IRS prohibited transactions. Mr. Bergman is a member of the Tax Division of the American Bar Association and New York State Bar Association.

Mr. Bergman has been interviewed on CBS News and has been quoted in Businessweek, Crain’s NY Business, Forbes, Dallas Morning News, Daily Business Review, Law.com, San Francisco Chronicle, U.S. Tax News, the Miami Herald, Bloomberg, Arizona Republic, San Antonio Express, Findlaw, Smart Money, Morningstar, and American Lawyer on the area of retirement funds and tax law.

401k IRA Roth IRA

To contact Mr. Bergman, please call the IRA Financial Group at 1-800-472-0646.