Take Control of Your Retirement Funds with a Self Directed IRA or Solo 401K


Solo 401k
  • Invest in almost anything tax free including real estate
  • Tax deferral
  • Solo 401k "Checkbook Control"
  • High contribution limits (up to $57,500)
  • Borrow up to $50,000 for any purpose
  • No custodian fees
  • IRS Approved
  • Asset/creditor protection
Solo 401k
See how it works - Solo 401k Structure
Self-Directed IRA LLC
  • Tax deferral
  • Self-Directed IRA "Checkbook Control"
  • Invest in almost anything tax free including real estate
  • Flexible, quick set-up, and low maintenance
  • Limited Liability
  • IRS Approved
  • Asset/creditor protection
Self-Directed IRA LLC
See how it works - Self Directed IRA Structure
Self-Directed Roth IRA LLC
  • Tax-free gains
  • Self-Directed Roth IRA "Checkbook Control"
  • No tax on distributions (buy a home and move in tax free at 59 1/2)
  • Flexible, quick set-up, and low maintenance
  • Invest in almost anything tax free including real estate
  • IRS Approved
  • Asset/creditor protection
Self-Directed Roth IRA LLC
See how it works - Self Directed Roth IRA Structure
Business Acquisition Solution
  • Use your retirement funds to purchase a business or franchise tax-free!
  • Recapitalize and/or expand your business tax-free with no penalty!
  • Earn a reasonable salary from your new or existing business
  • IRS & ERISA compliant
  • Asset/creditor protection
Business Acquisition Solution
See how it works - Business Acquisition Structure


Work with the Leading Retirement Tax Firm

Watch the videos below to hear from our clients and learn about our products

Solo 401k Solution
Solo 401k
Self-Directed IRA LLC Solution
Self-Directed IRA LLC
Self-Directed Roth IRA LLC Solution
Self-Directed Roth IRA LLC
Business Acquisition Solution
Business Acquisition

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IRA Financial Group Tax Attorney Appears on CBS News to discuss Using Retirement Funds to Purchase Real Estate IRA Financial Group Featured on PBS Nightly Business Report