Expertise & Experience

IRA Financial Group is the leading facilitator of “checkbook control” Self-Directed IRA LLC and Solo 401(k) Plans.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP. With our work experience at some of the largest law firms in the country, our retirement tax professionals’ tax and IRA knowledge in this area is unmatched.

The retirement tax professionals at the 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. Our in-house retirement tax professionals have helped establish Self-Directed retirement structures in all 50 states, in addition to advising clients on various aspects of their IRA or 401K Plan investments in a multitude of foreign jurisdictions. When working with the retirement tax professionals at the IRA Financial Group, you will be working with retirement tax professionals who are experts in the field. A number of our retirement tax professionals have received a Masters in Taxation degree from the leading law schools as well have worked at some of the largest law firms and financial institutions in the world.

Because the Self Directed IRA LLC and Solo 401(k) Plan structures involve very specific and complex tax and ERISA rules, we believe that it is essential that retirement tax professionals are directly involved in establishing the structure. With this in mind, IRA Financial Group was formed and has helped clients throughout the country establish IRS compliant self-directed retirement structures.

IRA Financial Group


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