For episode 531, Brandon Zemp is joined by Adam Bergman, a leading expert in self-directed IRAs and alternative retirement investments, known for founding IRA Financial, which has grown to serve over 25,000 clients with more than $5 billion in assets. 

With a background as a tax attorney, his deep knowledge of tax law and retirement regulations positioned him to pioneer strategies in the underutilized self-directed IRA space. A prolific author and speaker, Adam has written nine books and been featured in major media outlets, offering valuable insights on tax-advantaged investing and retirement planning.

⏳ Timestamps:

0:00 | Introduction

0:55 | Who is Adam Bergman?

2:26 | What is IRA Financial?

4:34 | Types of Alternative Assets

6:45 | Why brokers don’t offer alternative assets for IRAs?

8:15 | IRA Financial account types

12:32 | Management for clients

13:32 | How to invest into Bitcoin with IRA

16:10 | Is Bitcoin a good investment for retirement?

19:40 | Is Gold still a good investment for retirement?

21:11 | IRA taxable-event triggers

23:16 | Yield-bearing alternative assets in IRAs

24:26 | Why you should start an IRA when you are young

26:40 | How to set up an IRA today

28:20 | IRA Financial roadmap

29:55 | IRA Financial on YouTube

30:22 | Adam’s Books

🎙 IRA Financial Links:

🔗 Website: https://www.irafinancial.com 

🔗 X: https://x.com/TheIRAFinancial 

🔗 LinkedIn: https://www.linkedin.com/in/adambergman1 

🔗 Instagram: https://www.instagram.com/theirafinancial 

🔗 YouTube: https://www.youtube.com/@IRAFinancial 

📢 Disclaimer:

None of our content constitutes, nor is intended to act as financial advice. It’s important to always do your own research and due diligence before making any investment decision. Digital Assets and Cryptocurrencies are highly volatile and carry a considerable amount of risk.