Additional information
by Esq Adam Bergman (Author)
The entrepreneurial spirit is the backbone of our nation's success. It's in our DNA to dream of becoming a business owner. The hard part is finding the finances.
Turning Retirement Funds Into Start-Up Dreams is the next best thing to a private consultation with author Adam Bergman, Esq., a leading expert on IRAs and 401(k) plans. And what you'll discover is that investing in yourself with your own retirement funds could be a viable option for you under the right circumstances.
This book provides a detailed analysis of various ways you can finance a business venture, including using personal savings, acquiring a traditional loan or SBA loan, using a credit card, approaching family or friends, and crowdfunding. It then discusses in detail the amazing benefits-and limitations-of the self-directed IRA, 401(k) plan loan option, and the Rollover Business Start-Up (ROBS) as business funding solutions.
Illustrating these approaches through a fictional conversation between Ken, who would like to quit his job and start a water business, and a helpful tax attorney named John, this book clearly explains how each funding structure works so you can apply the information to your entrepreneurial dreams.
Author Biography
Tax attorney Adam Bergman, Esq., is recognized as a leading retirement tax-planning expert. He has advised thousands of clients and lectured attorneys on the legal and tax aspects of self-directed IRA LLC and Solo 401(k) plans.
Bergman is a senior tax partner with the IRA Financial Group LLC, managing partner of the Bergman Law Group LLC, the founder of BergmanIRAReport.com and Bergman401KReport.com, and a frequent contributor to Forbes magazine.
He is the author of Going Solo: America's Best Kept Retirement Secret for the Self-Employed; The Checkbook IRA: Why You Want It, Why You Need It; and Turning Retirement Funds Into Start-Up Dreams.
