Solo 401(k) Plan in a Nutshell Second Edition To Be Released January 20, 2017

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Second version of leading Solo 401(k) plan book by Adam Bergman – IRA Financial Group Partner to include all 2017 law updates

Solo 401(k) Plan in a Nutshell Second Edition To Be Released January 20, 2017

Adam Bergman, IRA Financial Group partner and author of the leading book on self-directed solo 401(k) plans: “Solo 401(k) Plan in a Nutshell" is proud to announce the release of the second version scheduled for January 20, 2017.

The second version of the book Solo 401(k) Plan in a Nutshell offers an in-depth summary of the advantages of benefits of the IRS approved Solo 401(k) plan and highlights the reason behind its increased popularity amongst the self-employed and small business owners with no full-time employees. The book was written to provide a simple buy yet informative handbook the self-employed and small business owners better prepare themselves for retirement by understanding the exciting advantages of establishing a Solo 401(k) Plan. The second version of the book will include the updated plan contribution rules for the 2017 taxable year, as well as more detailed information on after-tax plan contributions, and new case law on the prohibited transaction rules. “It is important that people interested in learning about the Solo 401(k) plan have updated and current information on the Solo 401(k) plan rules," stated Adam Bergman, author of the 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 and the Mr. Bergman is also a frequent contributor to on the topic of self-directed retirement plans.

Adam Bergman, IRA Financial Group partner, has written six books the topic of self-directed retirement plans, including, “The Checkbook IRA”, “Going Solo,” "Turning Retirement Funds into Start-Up Dreams," "Solo 401(k) Plan in a Nutshell," "Self-Directed IRA in a Nutshell," and in "God We Trust in Roth We Prosper."

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.

IRA Financial Group is the market's leading provider of self-directed IRA 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.

Founded by top law firm tax attorneys, IRA Financial Group, has helped over 12,000 clients self-direct their retirement funds and invest over $3.8 billion in alternative assets, such as real estate and precious metals.

To learn more about the IRA Financial Group please visit our website at or call 800-472-0646.

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Jaclyn Baily
IRA Financial Group, LLC
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