Archive for the ‘Best Self Directed IRA Facilitator’ Category

Should You Use a Special Custodian to Invest with a Self-Directed IRA?

March 27th, 2018

Pursuant to Section 408 of the Internal Revenue Code, an IRA must be established by a bank, financial institution, or authorized trust company.  Thus, a bank such as Wells Fargo, financial institution such as Vanguard, or a trust company such as the IRA Financial Trust Company are authorized to establish and administer IRAs.  The main […]

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All Employees of IRA Financial Group & IRA Financial Trust Receive Bonus in Cryptocurrency

February 23rd, 2018

Each employee of the IRA Financial Group & IRA Financial Trust Company able to choose the cryptocurrency they wish to purchase with 2018 1st quarter bonus IRA Financial Group & IRA Financial Trust Company, the leading providers of self-directed IRA LLC and Solo 401(k) Plans for alternative assets, such as real estate and cryptocurrencies, has […]

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What Distinguishes IRA Financial Group From Everyone Else?

December 8th, 2015

The IRA Financial Group is owned and operated by tax and ERISA professionals who have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. As a result, our retirement tax professionals’ tax and IRA knowledge in this area is unmatched. Unlike our […]

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Services Offered with Our Self Directed IRA Structure

September 29th, 2015

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: Establishment of LLC including Filing Fees Filing LLC Articles of Organization with the state Establishment of Self-Directed IRA including set-up fees Drafting of customized Self Directed IRA LLC […]

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Meet Our Retirement Experts

June 11th, 2015

With dozens of years of experience, our team of attorneys, retirement experts and researches have helped thousands of clients take control of their retirement.  Here are just a few of our key members: Adam Bergman Adam Bergman is a senior tax partner at the IRA Financial Group, LLC, the only attorney owned and operated Self-Directed […]

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IRA Financial Group Announces Expansion of Miami Office

December 8th, 2014

IRA Financial Group, the leading facilitator of Self Directed IRA and Solo 401(k) Plans is pleased to announce the expansion of its Miami office at Landmark Lincoln Road Building. IRA Financial Group, the leading facilitator of “checkbook control” Self Directed IRA and Solo 401(k) Plans, is pleased to announce the expansion of its Miami office […]

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Some Info About the IRA Financial Group

September 5th, 2014

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 […]

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Why IRA Financial Group is the Place for Your Retirement Savings

July 22nd, 2014

The Mission of IRA Financial Group is: to create exceptional value for our customers by harmoniously blending professionalism; quality and efficiency; to deliver highly customized client services at an affordable price; to adhere to the highest ethical standards; to exceed our clients’ expectations. Because of our core values our clients have come to rely on […]

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