Archive for the ‘Best Solo 401k Facilitator’ Category

Why Use IRA Financial Group To Open Your Solo 401k

January 8th, 2016

Excellence: Our in-house retirement tax professionals have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. Their tax and ERISA experience is unmatched in the industry and is the reason we are considered the leading facilitator of true “Checkbook Control” Solo 401K […]

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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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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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How to Select the Best Solo 401k Provider

January 23rd, 2015

Selecting the best Solo 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Solo 401(k) Plan provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & ERISA Professional: There are several companies […]

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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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Choosing the Best Solo 401(k) Plan Provider

May 9th, 2014

Selecting the best Solo 401(k) plan provider is an important decision that should be researched thoroughly.  Below are several tips to help you select the best Solo 401(k) Plan provider for your self-employed or small business retirement plan. 1. Always Make Sure You Are Working With a Tax & ERISA Professional: There are several companies […]

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