This 466 page book is the first book the focuses primarily on the Checkbook IRA structure and provides in=depth analysis and guidance for making self-directed IRA investments within full IRS compliance
New York, NY (PRWEB) October 01, 2015
Adam Bergman, Esq., 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 a new 466 page book on Amazon titled: The Checkbook IRA – Why You Want It, Why You Need It.
The Checkbook IRA book is the second book in a four part series that focuses on the area of self-directed retirement planning. The book will explore the rules surrounding using IRA funds to buy real estate or make other alternative asset investments. The book will examine the legality of the self-directed IRA LLC with “checkbook control” and why it has become the most popular structure for purchasing real estate with IRA funds. “This 466 page book is the first book the focuses primarily on the Checkbook IRA structure and provides in=depth analysis and guidance for making self-directed IRA investments within full IRS compliance.” 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 IRA solution. 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.