At last, a sound, easy-to-understand guide to retirement saving that puts financial independence within reach of every self-employed individual. The Solo 401(k) account is the key to building wealth for those who are self-employed or small business owners without full-time employees, and this book demystifies what it takes to establish and manage the plan. Unlike books that delve into the often-confusing intricacies of these accounts, Solo 401(k) in a Nutshell cuts through extraneous details and provides exactly—and only—what the layperson needs to put the investment in place and get started down the road to financial freedom.
Adam Bergman, Esq., is a widely published authority on tax planning, IRAs, and 401(k)s whose expertise has been tapped by CBS News, Businessweek, CNN Money, Forbes, and USA Today. He is president of the IRA Financial Trust Company and a member of the tax division of the American Bar Association.
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Adam Bergman, Esq., is a well-known attorney with expertise in IRAs and 401(k)s. He is a frequently consulted authority on tax planning and has served as advisor to Businessweek, CNN Money, Forbes, and USA Today, among others. He has worked in ERISA and tax law for White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP, and is a member of the tax division of the American Bar Association and the New York Bar Association. Currently, he is a partner with the IRA Financial Group LLC and president of the IRA Financial Trust Company. Mr. Bergman is the author of four previous books: Going Solo, The Checkbook IRA, Turning Retirement Funds into Start-Up Dreams, and In God We Trust—In Roth We Prosper.
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