A Little About Us

February 4th, 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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IRA Financial Group’s Introduces Newly Designed Solo 401(k) Retirement Plan Solution For Real Estate Investors Seeking to Use Leverage Without Tax

July 29th, 2013

 New Solo 401(k) Plan Solution to allow real estate investors to use financing to purchase real estate without tax or penalty. IRA Financial Group, the leading provider of self-directed Solo 401k plans announces the introduction of its new specially customized Solo 401(k) Plan for real estate investors which allows plan participants to use nonrecourse financing […]

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The Advantages of Using the Business Acquisition & Compliance Solution Structure (BACSS)

July 18th, 2013

Tax Advantages: With the Business Acquisition & Compliance Solution Structure (BACSS) you have the ability to use your retirement funds to acquire a new business or grow an existing business tax-free! Start or Grow a Business Tax-Free: With BACSS, you can access your retirement funds to start or grow a business tax free and without […]

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Selecting the Best Solo 401(k) Provider

July 17th, 2013

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 Attorney: There are several companies on the […]

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Solo 401k Services

July 8th, 2013

The IRA Financial Group will take care of the entire set-up of your IRS compliant Solo 401k Plan. The whole process can be handled by phone, email, fax, or mail and typically takes between 5-14 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our […]

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Buying a Franchise Tax-Free with Your 401k

June 28th, 2013

How Does it Work? The legality of using retirement funds to purchase employer corporate stock is firmly established in the Internal Revenue Code and under ERISA law. The IRA Financial Group’s in-house tax attorneys have spent the last two years developing an IRS and ERISA compliant structure for using retirement funds to acquire or invest […]

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How to Fund a Self-Directed IRA LLC With a Traditional IRA Rollover

June 26th, 2013

In general, a self-directed IRA LLC may be funded by a transfer from another IRA account or through a rollover from an eligible defined contribution plans, defined benefit plans eligible defined contribution plans include qualified 401(k) retirement plans under Internal Revenue Code Section 401(a), 403(a), 403(b), and governmental 457(b) plans. What is the most Common […]

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Self-Directed IRA LLC Vs. Full Service IRA Custodian

June 13th, 2013

Full service custodians provide the required reports to the IRS on behalf of your IRA. BUT, do you know what the IRS really needs from an authorized custodian? 1. A custodian must record to the IRS on the entry and exit of funds from the IRA e.g. contributions, transfers & rollovers of retirement funds between […]

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