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Going Solo - America's Best-Kept Retirement Secret for the Self-Employed: What Financial Institutions Won't Tell You About Saving for Retirement

Esq., Adam Bergman

Verlag: CreateSpace Independent Publishing Platform, 2015
ISBN 10: 1511614285 / ISBN 13: 9781511614283
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Titel: Going Solo - America's Best-Kept Retirement ...

Verlag: CreateSpace Independent Publishing Platform

Erscheinungsdatum: 2015

Einband: Soft cover

Zustand: New


Brand New, Unread Copy in Perfect Condition. A+ Customer Service!. Buchnummer des Verkäufers ABE_book_new_1511614285

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As a self-employed person or small business owner, when you consider the mountain of investment and capital needs you?re solely responsible for and the lack of matching employer contributions, saving for retirement feels like an impossible uphill battle?but it doesn?t have to be. With a Solo 401(k) you can manage your own investments and leverage your assets to not only actively grow your retirement wealth but also support your current life and business goals.

Discover America?s best-kept retirement secret and find out whether you?re eligible to participate in one of the various types of Solo 401(k) plans, including:

  • Free plans offered by financial institutions that manage your money for you through restricted investment options
  • Custodian-directed plans that allow you to buy real estate and other nontraditional investments through an overseer
  • Self-directed plans that give you checkbook control and allow you to make your own investment decisions through a local bank account

Take advantage of the Solo 401(k) and see how easy and rewarding it can be. Financial freedom is within your grasp?are you ready to grab hold of your future?

Über den Autor:

Adam Bergman, Esq., is a recognized expert on IRAs and 401(k) plans who has advised more than twelve thousand clients on the self-directed IRA LLC and Solo 401(k) solutions. A senior tax partner with the IRA Financial Group, he is also managing partner of the law firm The Bergman Law Group and founder of and

In addition to being interviewed on CBS News and quoted in a number of major publications, including Businessweek, CNN Money, Forbes, and USA TODAY, on the subject of retirement tax planning, Bergman has also been retained by several leading IRA custodians to offer expertise on the self-directed IRA structure. Mr. Bergman is also a frequent contributor to Forbes on the area of retirement taxation. He holds a law degree from Syracuse University College of Law and a master of taxation (LLM) from New York University School of Law, and previously worked as a tax and ERISA attorney at three world-renowned corporate law firms.

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