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My areas of focus are personal finance self-employment retirement plans small business and large company retirement plans annuities estate considerations wealth transfers long-term care and life insurance.

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: Robert P. "Bob" Bergman is an estate planning attorney and counselor who specializes in theestate planning, including the use of custom-drafted wills, revocable living trusts, advance health care directives, and trusts for special needs persons, and the Retirement Plan Trust (designed to provide asset protection and

Adelphi Retirement Management specializes in 1031 exchange transactions and Self-directed IRA accounts. 1031 exchange is an IRS tax liens, private notes, and businesses. We also administer Self-directed IRA accounts, allowing account owners to manage their

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Workplaces in Orange County, and they manage more retirement plans than any other company in South Orange County as 401k plans, IRA Rollovers, ROTH IRA, Self Employed Business IRAs, Fee Based Planning and Social Security Planning. They offer

Actavest offers self-directed investors a range of tactical model portfolios to help manage their retirement investments. These portfolio models

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employer who sponsors a 401K or other retirement plan, you may be able to access some of the wealth in that plan to invest in real estate. The assets in your plan are community property and as such, owned you can then rollover your 401K plan into a self-directed IRA at Henry Novak. From there