Archive for the ‘Best Solo 401k Facilitator’ Category

Not All Solo 401(k) Plans Are The Same

March 26th, 2018

Here’s the latest article by Adam Bergman that originally appeared on Forbes.com – A Solo 401(k) plan is not a new type of retirement plan. It is a traditional 401(k) plan covering only one employee. In general, in order to be eligible to establish a Solo 401(k) plan, one must be self-employed or have a […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →




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 […]

Read More →