Adam Bergman, IRA Financial Group Partner, authors market’s first book concentrating the self-directed IRA LLC with “checkbook control” retirement structure
Adam Bergman, IRA Financial Group Partner and 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, releases his second book on the area of self-directed retirement planning titled: The Checkbook IRA – Why You Want It, Why You Need It. The book is available now for purchase on Amazon.
The book is the first publication that focuses exclusively on the self-directed IRA LLC with checkbook control. The book dives into the legal foundation for the “checkbook control” IRA LLC and explains why it has becomes the most popular structure for purchasing real estate and other alternative assets with IRA funds. The book will explain how the self-directed IRA LLC with “checkbook control” can help one invest in what they know and understand quickly and with no transaction fees. The book will explore the IRS prohibited transaction rules and some hidden pitfalls to avoid when using IRA funds to make alternative asset investments, such as real estate. With the Checkbook IRA making an investment is as easy as writing a check. “I am really excited about the release of the self-directed Checkbook IRA book. I spent over three years researching and writing the book and I think it will be a valuable tool for anyone looking to make alternative asset investments with IRA funds.” Stated Adam Bergman, author of the Checkbook IRA book.
Adam Bergman is a senior tax partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA LLC and Solo 401(k) plans. Mr. Bergman is also the managing partner of the law firm The Bergman Law Group, LLC. In addition, Mr. Bergman is a recognized expert on IRAs and 401(k) Plans and is the founder of the BergmanIRAReport.com and the Bergman401KReport.com. Mr. Bergman is the author of the book titled, “ Going Solo: America’s Best Kept Retirement Secret For the Self-Employed,” available on Amazon, and is a frequent contributor to Forbes. Mr. Bergman has advised over 12,000 clients on the self-directed IRA LLC and Solo 401(k) Plan solutions.
Mr. Bergman has been quoted in a number of major publications on the area of self-directed retirement plans. Mr. Bergman has been interviewed on CBS News and has been quoted in Businessweek, CNN Money, Forbes, Dallas Morning News, Daily Business Review, Law.com, San Francisco Chronicle, U.S. Tax News, the Miami Herald, Bloomberg, Arizona Republic, San Antonio Express, Findlaw, Smart Money, USA Today, Houston Chronicle, Morningstar, and American Lawyer on the area of retirement tax planning.
Prior to joining the IRA Financial Group, LLC, Mr. Bergman worked as a tax and ERISA attorney at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, three of the most prominent corporate law firms in the world. Throughout his career, Mr. Bergman has advised thousands of clients on a wide range of tax and ERISA matters involving limited liability companies and retirement plans. Mr. Bergman received his B.A. (with distinction) from McGill University and his law degree (cum laude) from Syracuse University College of Law. Mr. Bergman also received his Masters of Taxation (LL.M.) from New York University School of Law.
Mr. Bergman is recognized as a leading retirement tax-planning expert and has lectured attorneys on the legal and tax aspects of Self-Directed IRA LLC and Solo 401(k) Plans. Mr. Bergman has also been retained by several leading IRA custodians, including Entrust, to offer expertise on the Self-Directed IRA structure. Mr. Bergman is a member of the Tax Division of the American Bar Association and New York State Bar Association.
IRA Financial Group is the market’s leading provider of “checkbook control” Self Directed IRA solutions. IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.