The IRA Financial Group

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers and former Wall Street participants with over 35 years of combined experience in the legal, tax, and investment fields at some of the largest law firms and financial institutions in the country, such as White & Case LLP, Dewey & Leboeuf LLP, and JP Morgan Chase.

IRA Financial Group is the markets leading Self-Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investments. We have close working relationship with all the leading custodians making the set-up process seamless.

What separates the IRA Financial Group from everyone else?

Unlike our competitors, our tax and ERISA attorneys are always available to answer client questions and regularly attempt to field all incoming customer phone or email inquiries. When choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA attorneys. Unlike our competitors, we don’t limit your access to our attorneys; in fact, you will likely have the opportunity to talk with one of them before you even get started. Because we are owned and operated by tax and ERISA attorneys, we are able to do all necessary legal drafting and consultation in-house, allowing us to expedite the process from start to finish for significantly less than our competition.

With IRA Financial Group, you no longer have to spend $2500 to $5,000 or more to set up your Self Directed IRA LLC or Solo 401(k).

IRA Financial Group provides Full Service, Custom Retirement Solutions, for significantly less than any company in the industry!

Our Self Directed IRA LLC – Checkbook Control Solution

Our Self-Directed IRA LLC establishment service includes:

Free tax consultation with our IRA Specialists
Setup your LLC in the State of your choice
Prepare and file the Articles of Organization with the State
Provide a lawyer drafted customized Self Directed IRA LLC Operating Agreement
Provide a lawyer drafted customized Subscription Agreement required by the Custodian
Obtain the EIN from the IRS
Co-ordinate setup with the Custodian of your Choice
Free legal and tax support
Expedited Service Guarantee!
Satisfaction Guaranteed!

Our Solo 401(k) Solution

Our Solo 401(k) establishment service includes:

Free tax consultation with our Retirement Specialists
Adoption Agreement
Basic Plan Document
EGTRRA Amendment
Summary Plan Description
Trust Agreement
Appointment of Trustee
Beneficiary Designation
Loan Procedure
Loan Promissory Note
Free legal updates
Free legal and tax support
Satisfaction Guaranteed!

IRA Financial Group will take care of everything. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA attorneys are on site greatly reducing the set-up time and cost. Most importantly, you will find that our fee for this service is significantly less than other companies that perform the same or similar services.

Please contact one of our IRA Experts at 800-472-0646 for more information.