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by Esq Adam Bergman (Author)
Did you know that IRA funds can be invested in real estate and much more without tax or penalty? Your financial advisor may not be informing you of all the investment options at your disposal. Unfortunately, you are not alone. However, luckily, it is easier than it seems.
In this new introduction to the self-directed IRA, tax attorney Adam Bergman, Esq., gives readers the foundation to begin their journey toward unlocking a world of investment opportunities through the self-directed IRA. The simple building blocks he provides will help readers navigate the world of self-directed IRA investment options and make informed decisions about their retirement.
Bergman breaks down the basics of the IRA and Roth IRA, defines tax deferrals, outlines contribution limits, explains distributions, shows the benefits of a self-directed IRA, describes prohibited transactions, and introduces investment opportunities-many of which you may not be aware of.
It's never too early to start planning for your future. Self-Directed IRA in a Nutshell provides the perfect introduction into the heady world of self-directed retirement tax planning and provides the basic building blocks for understanding how potentially the self-directed IRA can help build your retirement nest egg. Become the financial expert in your own life with the help of Bergman and his informative, easy-to-understand guide.
Author Biography
Adam Bergman, Esq., is a tax partner for the IRA Financial Group LLC and a president of the IRA Financial Trust Company. His advice on tax planning has been featured on CBS News, Businessweek, CNN Money, the Wall Street Journal, and USA Today.
Bergman previously worked at White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP. He is a member of the tax division of the American Bar Association and the New York State Bar Association.
Bergman has also written Going Solo: America's Best-Kept Retirement Secret for the Self-Employed, The Checkbook IRA, Turning Retirement Funds into Start-Up Dreams, Solo 401(k) Plan in a Nutshell, and In God We Trust-In Roth We Prosper.
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