Why IRA Financial Group?
Excellence: 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 attorneys legal and tax knowledge in this area is unmatched.
Leadership: IRA Financial Group is the market's leading Self-Directed IRA and Solo 401K Plan provider. We have helped thousands of clients establish IRS compliant Self-Directed IRA and Solo 401k Plans.
Value: With IRA Financial Group, you no longer have to spend over $2,000 to establish an IRS compliant Self-Directed IRA LLC or Solo 401k Plan. We are committed to offering our clients customized professional services at a fair and reasonable price and we are able to deliver this by harmoniously blending professionalism, quality and efficiency.
Our Promise: If for any reason you elect to not go through with the Self-Directed IRA LLC structure or Solo 401(k) Plan, you will not be responsible for paying our one-time set-up fee – it’s that simple - no questions asked! Cancel anytime – we understand that in some cases plans change or an anticipated transaction does not materialize and we certainly don’t believe it would be fair to our clients to impose a fee for a structure that won’t be needed.
Access: 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. In addition, each client of the IRA Financial Group is assigned an in-house tax attorney to assist in establishing an IRS compliant Self-Directed IRA LLC or Solo 401k Plan structure.
Security: IRS rules require your retirement funds to be transferred from custodian to custodian. We at the IRA Financial Group never have access to your retirement funds in any way. You as the manager of the IRA LLC or trustee of the 401(k) Plan will be the only party with direct access to your retirement funds – true “Checkbook Control”.
Integrity: We are guided by the rules of ethical conduct in all that we do. Our relationships with clients are built on trust, respect, and confidentiality.
Results: We are committed to our clients’ satisfaction and strive to meet and exceed our clients' expectations.
Get Started Today: Getting started is quick, easy, and inexpensive. We take a small deposit up front to cover LLC state filing fees or Solo 401(k) Plan establishment costs, and our one-time set-up fee is only due once the structure has been established. In addition, our fee can be paid in full using your retirement funds.
IRA Financial Group will take care of setting up your entire IRS compliant Self-Directed IRA LLC or Solo 401K Plan. The whole process can be handled by phone, email, fax, or mail and typically takes between 7-21 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our tax and ERISA attorneys are on-site greatly reducing the set-up time and cost. Most importantly, each client of the IRA Financial Group is assigned a tax attorney to help with the establishment of the Solo 401k Plan. You will find that our fee for this service is significantly less than other companies that perform the same or similar services.
|Self Directed IRA →||Solo 401K →|
|Roth IRA →||Business Funding →|