Loans From 401(k) Plans Are Viable Last Resort For Hurricane Victims

September 13th, 2017

Here’s another article from Adam Bergman that appeared on Forbes.com – Hurricane Harvey has set a record for rainfall in the continental United States. It is estimated that some 100,000 homes have been affected by Harvey all with differing degrees of insurance coverage. In addition, at least 37 people have died from the storm. Over […]

Read More →




What You Need To Know About Cryptocurrencies And Taxes

July 19th, 2017

The following originally appeared on Forbes.com – For a growing number of investors, cryptocurrency is not only the future of money, but also an attractive and potentially profitable investment asset, though highly risky and volatile.  Bitcoin has become the public’s most visible and popular cryptocurrency and it is also among the oldest, having first emerged […]

Read More →




Sell High, Buy Low: Why Now Might Be A Great Time To Invest In Yourself With A ROBS

February 1st, 2017

Here’s a story that first appeared on Forbes.com by contributor Marc Prosser – With U.S. stock markets continuing to hit all-time highs, now might be the perfect time for entrepreneurs to invest in themselves with a Rollover for Business Startups. What are Rollovers as Business Startups? Rollovers as Business Startups (ROBS) enable entrepreneurs to use […]

Read More →




Forbes.com Publishes Article on Rollover Business Start-up (ROBS) Written By Adam Bergman, A Partner with the IRA Financial Group

September 29th, 2015

Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, contributes articles on using retirement funds to buy a business Adam Bergman, partner with the IRA Financial Group, has just written an article published on Forbes.com that addresses the legality of the Rollover Business Startup (ROBS) solution. The article titled, “Robbing Your […]

Read More →