Mike Aranda is a perfect example of an IRA Financial Group client who was able to generate significant tax-free gains by using a self-directed IRA to buy real estate
Miami, FL (PRWEB) May 18, 2012
On May 16, 2012, Adam Bergman, a tax attorney with the IRA Financial Group was featured on WINK CBS News, Fort Myers, FL regarding the ability to use retirement funds, such as an IRA and 401(k) Plan, to buy real estate tax-free. The story focused on a client of IRA Financial group, Mike Aranda, who had tremendous success using his retirement funds to buy real estate in the Ft Myers area. The story focused on Mr. Aranda’s past experience on Wall Street and how he was able to use a self directed IRA to buy real estate and better diversify his retirement portfolio. “Mike Aranda is a perfect example of an IRA Financial Group client who was able to generate significant tax-free gains by using a self-directed IRA to buy real estate, “ stated Maria Ritsi, a paralegal with the IRA Financial Group.
Adam Bergman has advised thousands of clients structure tax efficient solutions for using retirement funds to make non-traditional investments, such as real estate, precious metals, tax liens, private businesses, peer-to-peer-lending, and much more. “What sets out the IRA Financial Group from everyone else is that each clients is assigned a tax attorney in order to ensure that the self-directed IRA or Solo 401(k) Plan structure is set-up in compliance with IRS rules,” stated Mr. Krokoff, a tax attorney with the IRA Financial Group.
Adam Bergman is a senior tax attorney at the IRA Financial Group, LLC, the only attorney owned and operated Self Directed IRA LLC and Solo 401(k) facilitator. Mr. Bergman is also the managing partner of the law firm The Bergman Law Group, LLC.
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. He has advised thousands of clients on a wide range of tax and ERISA matters involving limited liability companies and retirement plans for over ten years. 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 a member of the Tax Division of the American Bar Association and New York State Bar Association. Mr. Bergman has been quoted in Businessweek, Crain’s NY Business, Dallas Morning News,, Daily Business Review, Law.com, San Francisco Chronicle, U.S. Tax News, the Miami Herald, Bloomberg, San Antonio Express, Findlaw, Smart Money, Morningstar, and American Lawyer.
The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.
IRA Financial Group is the market's leading Solo 401(k) Plan Facilitator. 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 visit our website at http://www.irafinancialgroup.com or call 800-472-0646.