Archive for the ‘Solo 401(k) Book’ Category

Adam Bergman – Author of Leading Self-Directed Solo 401(k) Book –Going Solo -To Release Second Edition in January 2017

January 12th, 2017

Updated version of Solo 401(k) plan book Going Solo will include updated 2017 plan contribution numbers as well as new case law on prohibited transactions. Adam Bergman, IRA Financial Group partner and author of the leading book on self-directed Solo 401(k) plans: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed is proud to […]

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First Handbook Published on Self-Directed Solo 401(k) Retirement Plan Now Available on Amazon

August 1st, 2016

Adam Bergman, IRA Financial Group Partner, authors second book discussing the self-directed Solo 401(k) Plan Adam Bergman, President of the IRA Financial Trust Company, announces the release of his second book on the self-directed Solo 401(k) plan titled, The Solo 401(k) Plan in a Nutshell. After the success of his first book, Going Solo: America’s […]

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New Self-Directed Solo 401(k) Plan Book Triggering Strong Demand for Solo 401(k) Plans

March 2nd, 2016

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) plan solutions has seen a surge in demand for its self-directed Solo 401(k) plan largely due to the book published by its founder, Adam Bergman, titled: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t […]

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Solo 401k Plan Name

February 29th, 2016

Considering how big and complex the IRC is, it may be surprising to learn that there are no IRS rules or regulations that directly relate to how you should title or name your Solo 401(k) plan. In general, the common practice is to include some variation of the business name that adopted the plan with […]

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Adam Bergman, Esq. To Release Two Additional Books on Self-Directed Retirement Plans in 2015

October 22nd, 2015

IRA Financial Group Partner will release a total of four books on the self-directed IRA and solo 401(k) plans Adam Bergman, Esq., author of the popular book: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement and The Checkbook IRA – Why You […]

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New Self-Directed Solo 401(k) Plan Book Written By IRA Financial Group Partner Launches New Website

August 4th, 2015

Going Solo – first published book on the self-directed solo 401(k) plan written by Adam Bergman, Esq. launches website Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, launched a new website: http://www.goingsolo401kbook.com. The website offers information on the book and the author, […]

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First Book Published on the Self-Directed Solo 401(k) Retirement Plan Now Available on Amazon

July 28th, 2015

Adam Bergman, IRA Financial Group Partner, authors market’s first book discussing the self-directed Solo 401(k) Plan. After several years of research and writing, on July 25, 2015, the book: Going Solo: America’s Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, was released on Amazon. The […]

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