What type of Services do you provide with the Solo 401(k) Plan?
With IRA Financial Group, you no longer have to spend $2500 to $5,000 or more to set up your Self Directed IRA LLC.
IRA Financial Group provides Full Service Custom Retirement Solutions for significantly less than any company in the industry!
Our one time low fee includes the following services:
- 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 tax 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 professionals are on site greatly reducing the set-up time and cost.
Please contact one of our 401(k) Experts at 800-472-0646 for more information.