Why did you start the IRA Financial Group?

The IRA Financial Group was created by a group of former tax and ERISA attorneys who worked for a number of the largest law firms in the country like White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP. During their years of practice, they noticed that many of their clients would have elected to use a Self-Directed IRA LLC or 401(k) Plan structure if it wasn’t for excessive fees often associated with them. In addition, when exploring the market and noticing that so many of their competitors were not tax attorneys and more significantly were not even attorneys, they felt it was important to create a company that would provide reasonably priced attorney created self-directed IRA & Solo 401(k) Plan solutions to the general public. Because the Self-Directed IRA LLC and Solo 401(k) Plan structures involve very specific and complex tax and ERISA rules, they felt that it was essential that tax attorneys establish the structure. With this in mind, IRA Financial Group was formed and has helped thousands of clients take back control over their retirement funds thereby gaining the ability to invest in almost any type of investment tax-free!

Please contact one of our Self-Directed IRA Experts at 800-472-0646 for more information about the IRA Financial Group.


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