Why Use the IRA Financial Group to Establish Your Solo 401(k)?
Excellence: Our in-house tax attorneys have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. Their legal and tax experience is unmatched in the industry and is the reason we are considered the leading facilitator of true “Checkbook Control” Solo 401K Plan structures.
Work directly with our in-house tax attorneys to set-up an IRS compliant Solo 401K Plan. Our clients have direct access to our in-house tax attorneys to ensure that the Solo 401K Plan is customized to satisfy the client’s retirement and investment objectives. In fact, we encourage our clients to contact our in-house tax attorneys with any legal and tax questions concerning the structure or a proposed investment to ensure full IRS compliance.
Our Solo 401K experts will take care of the entire set-up of your IRS compliant Solo 401k Plan. Our Solo 401k Plan experts and tax and ERISA attorneys are on site greatly reducing the set-up time and cost. You will find that our fee for this service is significantly less than other companies that perform the same or similar services.
Leader: IRA Financial Group is the markets leading provider of Solo 401(k) Plans. 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.
Value: We strive to offer our clients customized Solo 401(k) Plans at a fair and reasonable price. Whereas our competitors are forced to outsource all their legal work and consultation, each client of the IRA Financial Group is assigned to one of our in-house tax attorneys allowing us to offer customized Solo 401(k) Plans for significantly less than our competitors.
We provide the following all for one low price:
- Free tax consultation with our in-house tax and ERISA attorneys
- 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!
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.
Innovate: We anticipate the changing tax and financial needs of our clients and creatively adapt our Solo 401(k) Plan tax solutions to address them.
Results: We are committed to our clients’ satisfaction and strive to meet and exceed our clients' expectations.
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.
|Self Directed IRA →||Solo 401K →|
|Roth IRA →||Business Funding →|