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 book was authored by Adam Bergman, Esq., a partner with the IRA Financial Group.
The book discusses in detail the IRS approved Solo 401(k) Plan and the reason behind its increased popularity amongst the self-employed and small business owners with no full-time employees. The book was written to help the self-employed and small business owners better prepare themselves for retirement by understanding the exciting advantages of establishing a Solo 401(k) Plan. The book’s objective is show how the Solo 401(k) plan can be a brilliant retirement wealth building tool and investment vehicle allowing the self-employed to save more money and make their own investment decisions while enjoying the flexibility of customizing the plan to ones situation and expertise. “The Solo 401(k) plan is clearly the best retirement plan for the self-employed, undoubtedly most robust than the SEP IRA and I hope this book shows how easy the plan is to adopt and the enormous retirement wealth building benefits it can provide, “ stated Adam Bergman, author of the book “Going Solo: America’s Best Kept Retirement Secret For the Self-Employed.”
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 Solo 401(k) 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 8,000 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, 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 self-directed Solo 401(k) plans and “checkbook control” 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.