First Book Published Focused on Checkbook Control Self-Directed IRA Now Available on Amazon - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home Now reading Newswires
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Meet our Editorial Staff
    • Advertise
    • Contact
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Newswires
Newswires RSS Get our newsletter
Order Prints
September 30, 2015 Newswires
Share
Share
Post
Email

First Book Published Focused on Checkbook Control Self-Directed IRA Now Available on Amazon

PR Web

New York, NY (PRWEB) September 30, 2015

Adam Bergman, IRA Financial Group Partner and author of the popular book: Going Solo: America's Best Kept Retirement Secret For the Self-Employed - What Financial Institutions Won't Tell You About Saving for Retirement, releases his second book on the area of self-directed retirement planning titled: The Checkbook IRA – Why You Want It, Why You Need It. The book is available now for purchase on Amazon.

The book is the first publication that focuses exclusively on the self-directed IRA LLC with checkbook control. The book dives into the legal foundation for the "checkbook control" IRA LLC and explains why it has becomes the most popular structure for purchasing real estate and other alternative assets with IRA funds. The book will explain how the self-directed IRA LLC with "checkbook control" can help one invest in what they know and understand quickly and with no transaction fees. The book will explore the IRS prohibited transaction rules and some hidden pitfalls to avoid when using IRA funds to make alternative asset investments, such as real estate. With the Checkbook IRA making an investment is as easy as writing a check. "I am really excited about the release of the self-directed Checkbook IRA book. I spent over three years researching and writing the book and I think it will be a valuable tool for anyone looking to make alternative asset investments with IRA funds." Stated Adam Bergman, author of the Checkbook IRA 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 BergmanIRAReport.com and the Bergman401KReport.com. Mr. Bergman is the author of the book titled, " Going Solo: America's Best Kept Retirement Secret For the Self-Employed," available on Amazon, and is 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, including Entrust, 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 "checkbook control" Self Directed IRA 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.

To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.

Read the full story at http://www.prweb.com/releases/self-directed-ira-book-/checkbook-adam-bergman/prweb12993236.htm

Older

Credit Card Fraud Liability To Be On Issuers, Merchants

Advisor News

  • How can more Americans achieve financial independence?
  • Savers vs. spenders: How money management attitudes impact financial confidence
  • Demonstrating the value of life insurance to Gen Z
  • Poor money habits are a dealbreaker in a new relationship
  • DC plan sponsors see opportunity in alternatives
More Advisor News

Annuity News

  • The next growth phase in life/annuities depends on modernization
  • CA judge certifies class action in teachers’ lawsuit over in-plan annuity fees
  • Globe Life Inc. (NYSE: GL) Records 52-Week High Thursday Morning
  • AM Best Managing Director Joins ‘Target Topics’ Podcast to Discuss State of Delegated Underwriting Authority Enterprises Market
  • KBRA Assigns Rating to TruSpire Retirement Insurance Company
More Annuity News

Health/Employee Benefits News

  • Covered California adds CalOptima Health to its lineup, expanding its reach in OC
  • Senators press healthcare insurers over denials Senators press UnitedHealthcare and other Medicare Advantage giants over payment denials
  • Scott’s Executive Order on Health Insurance – Julie Wasserman
  • 'Pray nothing major happens'
  • Wyoming families are facing an impossible choice: Pay for health insurance or pay the bills
More Health/Employee Benefits News

Life Insurance News

  • Horace Mann Strengthens Customer Relationships and Accelerates Long-Term Growth Through Transactions with Medical Mutual of Ohio
  • Regulators: ‘No firm conclusions’ from first offshore reinsurance filings
  • Allianz Life Study Finds Americans Struggle to Shift From Retirement Saving to Spending
  • The next growth phase in life/annuities depends on modernization
  • How can more Americans achieve financial independence?
More Life Insurance News

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Press Releases

  • Prosperity Life GroupSM Launches Prosperity PathWaySM Series, Bringing Greater Choice and Flexibility to Retirement Income Planning
  • Senior Market Sales® Fortifies Annuity Reach With Acquisition of Retirement Planning Firm Stratton & Company
  • RFP #T01625
  • Rockwood Programs Appoints Kerry Ladouceur as Vice President, Financial Lines
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Meet our Editorial Staff
  • Advertise
  • Contact
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet