In the News

We’ve been featured in over 150 publications.

Investopedia

December 2022 – The 6 Best Self-Directed IRA Companies of 2022
December 2020 – The 6 Best Self-Directed IRA Companies of 2020

Buy Side from WSJ

Buy Side From WSJ

March 2023 – How to Fill Out a Form 1040

Markets Insider

March 2019 – Adam Bergman – IRA Financial Trust Company President – To Speak at Retirement Industry Trust Association (RITA) Conference on Fintech in Washington DC

Insider

September 2021– How to open a Roth IRA in 3 steps to start saving for retirement

The Block

October 2022– Bitstamp expands white-label services: Exclusive

U.S. News & World Report

January 2023– IRA Rules: Contributions, Deductions, Withdrawals
March 2022– How to Use Your IRA to Help the People of Ukraine
December 2021– IRA Rules: Contributions, Deductions, Withdrawals
November 2018– How to Choose Investments for a Self-Directed IRA
May 2018– How to Use a Side Job to Save for Retirement
January 2017– Adam Bergman Interviewed In U.S. News & World Report

Grit Daily

July 2021– As IRA and 401(k) Plans Open to Crypto, Investors Are Paying Attention

South Florida Business Journal

January 2017– Adam Bergman on Trading Law for a Tax and Trust Business
July 2021– As IRA and 401(k) Plans Open to Crypto, Investors Are Paying Attention

NPR

March 2018– Google Follows Facebook In Banning Cryptocurrency Ads

FiduciaryNews.com

September 2018– What Every Company 401(k) Plan Fiduciary Needs to Know about MEPs

Miami Herald

September 2016– Adam Bergman contributed a piece on Solo 401(k)s for entrepreneurs to the Miami Herald

CNBC

August 2021– Employers offer perks, from college tuition to retirement benefits, to attract workers
July 2021– As IRA and 401(k) Plans Open to Crypto, Investors Are Paying Attention

Business News Daily

July 2019– Guide to Self-Employed 401(k) Plans (FAQ)

Marketplace

May 2016– Retirement won’t be comfortable for many retirees

Bitcoin Magazine

March 2018– How to Hold Bitcoin in an IRA and Why It’s Still Not Easy

WLRN

August 2016– Adam Bergman Appears On WLRN Radio Miami Discussing Self-Directed Retirement Plans

Nasdaq

November 2017– How Bitcoin Is Going Mainstream

The Street

March 2018– Retirement Savers Should Resist the Bitcoin Lure

Stock Hax

November 2017– Trading, Holding, Mining: Ways to Make Money From Cryptocurrencies

WealthManagement.com

August 2017– Will the Child IRA Solve Retirement Woes?

Reuters

March 2018– How bitcoin IRA investments bypass U.S. fiduciary protections

SiouxFalls.Business with Jodi Schwan

April 2021– Growth of South Dakota’s trust industry continues to accelerate

Forbes

February 2021– Bitcoin IRA: How To Invest For Retirement With Cryptocurrency

Visionary Financial

December 2020– Blockchange & IRA Financial Making It Easy For RIA’s To Manage Crypto Assets