New Book on Rollover Business Start-Up Solution (ROBS) to be Published in December 2015

Adam Bergman, partner with the IRA Financial Group, to author book on using retirement funds to buy a business

Turning Retirement Funds into Start-Up Dreams – Financing and Retirement Funding Options for your Start-Up Business will be available on Amazon.com in early December 2015 and was written by Adam Bergman, Esq., a partner with the IRA Financial Group.

The book will offer an in-depth review of the various funding options available to entrepreneurs seeking to start a new business or franchise or fund an existing one. The book will pay special attention to the various funding options involving the use of retirement funds, including the Self-Directed IRA, Solo 401(k) loan option, and the Rollover Business Start-Up Solution (ROBS). The book will address the many advantages and disadvantages of using the ROBS to buy a business or franchise. In addition, the book will highlight the position of the Internal Revenue Service (IRS) and Department of Labor (DOL) on its use and legality. “I am really excited about how the book came out and I believe it will offer an in-depth guide to entrepreneurs about the various funding options available, including the use of retirement funds, to start or fund a business or franchise,” stated Adam Bergman, author of the book, Turning Retirement Funds into Start-Up Dreams. “This book is unique because it focuses on the potential benefits of using IRA or 401(k) plan funds, including the ROBS solution to buy or fund a new business or franchise,” stated Mr. 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 books titled, “Going Solo: America’s Best Kept Retirement Secret For the Self-Employed,” and “The Checkbook IRA – Why You Want It, Why You Need It”, which are both available on Amazon. Mr. Bergman is also 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 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 IRA LLC and Solo 401(k) plan solutions. 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.