Adam Bergman, IRA Financial Group Partner, Authors Article on Holding IRS Approved Coins and Precious Metals in a Self-Directed IRA for Forbes

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Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, with attention to the self-directed IRA rules and investments

Adam Bergman is a contributor to Forbes.com on the topic of retirement taxation, with attention to the self-directed IRA rules and investments

I felt it was important to write an article that offered an in-depth analysis of the rules involved in owning and holding IRS approved coins and precious metals as per IRC Section 408(m)

Adam Bergman, partner with the IRA Financial Group, authors an article on Forbes.com titled, “Buying Gold Or Coins In An IRA Creates Possession Issues”. Thanks to significant advertising by precious metals and coin dealers, it has become widely known that gold, silver, palladium bullion, as well as certain coins can be purchased with retirement account funds, such as a self-directed IRA gold. However, there has been great degree of attention on the subject of how one is able to hold IRS approved coins and precious metals/bullion. “I felt it was important to write an article that offered an in-depth analysis of the rules involved in owning and holding IRS approved coins and precious metals as per IRC Section 408(m).” stated Adam Bergman, IRA Financial Group Partner.

Mr. Bergman has writing about various items involving the taxation of retirement funds, particularly on the matters of Self-Directed IRAs and Solo 401K Plans. For example, Mr. Bergman recently wrote a blog about the self-directed Solo 401(k) Plan as well as the impact of the Greek financial crisis on retirement accounts. Mr. Bergman has just contributed an article to Forbes.com on the topic of retirement tax planning tax-planning opportunities for the millennials or Generation Y.

Adam Bergman is a 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 President of the IRA Financial Trust Company, a self-directed IRA custodian. 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 six books on self-directed retirement plans, such as “Going Solo: America’s Best Kept Retirement Secret For the Self-Employed, The Checkbook IRA, Self-Directed IRA in a Nutshell, In God We Trust – In Roth We Prosper, and Turning Retirement Funds in” 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 is a member of the Tax Division of the American Bar Association and New York State Bar Association.

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 “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 visit our website at http://www.irafinancialgroup.com or call 800-472-06

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Jaclyn Baily
IRA Financial Group, LLC
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