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 relationships with all the leading custodians making the set-up process seamless.

What separates the IRA Financial Group from everyone else?

Unlike our competitors, our specialized tax and ERISA professionals 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 specialized tax and ERISA retirement professionals. Unlike our competitors, we don’t limit your access to our retirement tax professionals; in fact, you will likely have the opportunity to talk with one of them before you even get started.

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
  • File the Articles of Organization with the State
  • Generate a special purpose, attorney-reviewed Self Directed IRA LLC Operating Agreement
  • Generate a special purpose, attorney-reviewed Subscription Agreement required by the Custodian
  • Obtain the EIN from the IRS
  • Co-ordinate setup with the Custodian of your Choice Self Directed IRA LLC, Business Acquisition Solution, Solo 401k
  • Free tax and IRA 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 plan updates
  • Free tax and ERISA 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 retirement tax professionals 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.


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