New book on the ROBS written by Adam Bergman, Esq., now available in the Amazon Kindle store
The new book by Adam Bergman, Esq., Turning Retirement Funds into Start-Up Dreams – financing and retirement funding options for your start-up business is now available for purchase on Amazon Kindle.
The newly published book offers an in-depth overview of the various financing and retirement funding options available to entrepreneurs and business owners, including the viability of the Rollover Business Start-Up Solution (ROBS).
Turning Retirement Funds Into Start-Up Dreams is the next best thing to a private consultation with author Adam Bergman, Esq., a leading expert on IRAs and 401(k) plans. And what you’ll discover is that investing in yourself with your own retirement funds could be a viable option for you under the right circumstances.
This book provides a detailed analysis of various ways you can finance a business venture, including using personal savings, acquiring a traditional loan or SBA loan, using a credit card, approaching family or friends, and crowdfunding. It then discusses in detail the amazing benefits—and limitations—of the self-directed IRA, 401(k) plan loan option, and the Rollover Business Start-Up (ROBS) as business funding solutions. “My goal is to help educate more people, including many attorneys and CPAs, that there are legal ways to buy, finance, or invest in your own business with your retirement funds.” Stated Adam Bergman.
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 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, 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 self-directed retirement plans. 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.