Ian Berger, JD

IRA Analyst

Ian Berger, JD, is an integral part of the team of America’s IRA Experts, with over 30 years of experience advising on a wide array of ERISA and tax issues related to retirement plans. He is frequently quoted in The Wall Street Journal and USA Today and contributes articles to TheStreet.com. Ian is a knowledgeable technical resource and educator for Ed Slott’s Elite IRA Advisor Group^SM, a prestigious study group of top financial professionals, and regularly presents at Ed Slott’s 2-Day IRA Workshop, Instant IRA Success and Ed Slott and Company’s IRA Success, powered by The American College of Financial Services. He also serves as a featured Expert on The American College’s Knowledge Hub+ platform.

During both virtual and in-person training sessions, Ian is known for his ability to provide precise, actionable guidance on complex IRA questions. Attendees are consistently impressed by the dual delivery method, where one Expert presents while Ian and team field a high volume of technical questions, showcasing their in-depth knowledge and mastery of the subject matter.

In his earlier career, Ian served as General Counsel to the City of Baltimore Retirement Systems, managing all legal matters for the City’s Employees’ Retirement System and Deferred Compensation Plan. He has also practiced law with Gordon Feinblatt and worked as a consulting attorney with Mercer Consulting.

Ian earned his B.A. from the University of Pennsylvania and his law degree from the New York University School of Law. He is a member of the Maryland Bar Association.

Interested in having Ian at your next event?

Call (800) 663-1340 or contact us today!