Adam Bergman, IRA Financial Group Partner, Quoted in FiduciaryNews.com on the Topic of Financial Literacy and Retirement Accounts

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Adam Bergman offered insight on level of on the topic of retirement taxation relating to 401(k) plan fiduciary concerns

Adam Bergman, IRA Financial Group Partner, Quoted in FiduciaryNews.com on the Topic of Financial Literacy and Retirement Accounts

I am a firm believer that the lack of education about retirement savings is a major reason why Americans are not saving more in IRAs and 401(k) plans

Adam Bergman, partner with the IRA Financial Group and founder of the IRA Financial Trust Company, was quoted in a June 1, 2016 article in FiduciaryNews.com titled,” 401k Fiduciary Concern: Financial Literacy and the Savings/Investing Dichotomy. Mr. Bergman was quoted on the subject of the lack of retirement literacy among the American public and the impact it has had on retirement savings. “I am a firm believer that the lack of education about retirement savings is a major reason why Americans are not saving more in IRAs and 401(k) plans” stated, Adam Bergman.

Mr. Bergman has writing about various items involving the taxation of retirement funds, particularly on the matters of the Self-Directed IRA and Solo 401K Plans. For example, Mr. Bergman recently wrote a blog about the self-directed Solo 401(k) Plan as well as the impact of the Greek financial crisis on retirement accounts. Mr. Bergman has just contributed an article to Forbes.com on the topic of retirement tax planning tax-planning opportunities for the millennials or Generation Y.

Adam Bergman is a partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRAs and Solo 401(k) plans. Mr. Bergman is also the President of the IRA Financial Trust Company, a self-directed IRA custodian. In addition, Mr. Bergman is a recognized expert on IRAs and 401(k) Plans and is the founder of the BergmanIRAReport.com and the Bergman401KReport.com. Mr. Bergman is the author of the book titled, “Going Solo: America’s Best Kept Retirement Secret For the Self-Employed,” available on Amazon, and is a frequent contributor to Forbes. Mr. Bergman has advised over 12,000 clients on the Self-Directed IRA LLC and Solo 401(k) Plan solutions.

Mr. Bergman has been quoted in a number of major publications on the area of self-directed retirement plans. Mr. Bergman has been interviewed on CBS News and has been quoted in Businessweek, CNN Money, 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, USA Today, Houston Chronicle, Morningstar, and American Lawyer on the area of retirement tax planning.

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. Throughout his career, Mr. Bergman has advised thousands of clients on a wide range of tax and ERISA matters involving limited liability companies and retirement plans. 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 been retained by several leading IRA custodians, including Entrust, to offer expertise on the Self-Directed IRA structure. Mr. Bergman is a member of the Tax Division of the American Bar Association and New York State Bar Association.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.

IRA Financial Group is the market's leading “checkbook control Self Directed IRA and Solo 401(k) Plan provider. 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 without custodian consent.

To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.

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Jaclyn Baily
IRA Financial Group, LLC
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