Self Directed IRA Lawyers


You worked hard for your retirement funds – Don’t trust anyone other than a tax attorney to establish your self-directed IRA LLC or Solo 401(k) Plan

The Bergman Law Group is one of the only law firms in the United States that specializes in the taxation of retirement accounts and retirement account investments, specifically self-directed retirement structures, including the Self-Directed IRA and Solo 401(k) Plan. The Bergman Law Group experience in the area of retirement taxation and IRS prohibited transaction rules is what makes it one of the country’s premier retirement tax law firms. Whether you are seeking to use your IRA, Roth IRA, SEP IRA, SIMPLE IRA, solo 401(k) plan, or ERISA 401(k) plan to make non-traditional investments, such a real estate, our tax attorneys have the tax and ERISA expertise to help you navigate the IRS prohibited transaction rules and make sure your self-directed retirement investment in being made within IRS and ERISA compliance and is tax efficient.

The Bergman Law Group was founded by Adam Bergman, one of the most quoted attorneys in the area of retirement taxation. Before forming the Bergman Law Group, Mr. Bergman worked at some of the largest law firms in the world, including White & Case LLP and Dewey LeBoeuf, LLP. Mr. Bergman has helped thousands of clients establish IRS compliant self-directed retirement solutions and has advised clients on various aspects of the IRS and ERISA rules concerning prohibited transactions and the Unrelated Business Taxable Income Tax rules (UBTI or UBIT).

Whether you are looking to establish a self-directed IRA, solo 401(k) plan, or ERISA 401(k) plan for retirement of investment purposes, the Bergman Law Group can help you establish your structure as well as advise you on all the relevant IRS and ERISA rules. The Bergman Law Group stands alone as the premier retirement tax law firm in the country.

Did you know? The Self-Directed IRA prohibited transaction rules are found in IRC 4975.

Did you know? You can roll funds from your Solo 401(k) Plan to an IRA without tax or penalty.