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

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 Best Kept Retirement Secret For the Self-Employed – What Financial Institutions Won’t Tell You About Saving for Retirement, Mr. Bergman wanted to provide a more basic explanation of the self-directed Solo 401(k) plan. “I am very excited to offer readers a high-level review of the Solo 401(k) plan that laypeople can use to help them save for retirement,” stated Adam Bergman.

According to Mr. Bergman, “the Solo 401(k) is the gold standard for retirement savings and has enabled countless self-employed individuals to retire in comfort. But getting started with it can be stressful, and more often than not, books that try to explain it only make the proposition more complicated. I believe my new book will offer an easy to understand resource that simplifies the process while at the same time providing everything one needs to maximize their retirement assets and achieve financial freedom. The Solo 401(k) account is the key to building wealth for those who are self-employed or small business owners without full-time employees, and it is my hope that this book demystifies what it takes to establish and manage the plan. Unlike books that delve into the often-confusing intricacies of these accounts, Solo 401(k) in a Nutshell cuts through extraneous details and provides exactly—and only—what the layperson needs to put the investment in place and get started down the road to financial freedom.

Adam Bergman is a partner with the IRA Financial Group, LLC, the markets leading provider of Self-Directed IRA and Solo 401(k) plans. Mr. Bergman is also the President of the IRA Financial Trust Company, a self-directed IRA custodian. Mr. Bergman is the author of four previous books on the taxation of retirement accounts: Going Solo, The Checkbook IRA, Turning Retirement Funds into Start-Up Dreams, and In God We Trust—In Roth We Prosper, which are all available on and Barnes & Nobles. In addition, Mr. Bergman is a recognized expert on IRAs and 401(k) Plans and is the founder of the and the Mr. Bergman is a frequent contributor to Forbes. Mr. Bergman has advised over 12,000 clients on the self-directed IRA 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,, 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 “checkbook control” Self Directed IRA and Solo 401(k) Plan provider. 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.

To learn more about the IRA Financial Group please call 800-472-0646.

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Posted in Solo 401(k)