Solo 401(k) Annual Compliance Service
IRS tax rules and guidelines change annually. IRA Financial ensures your plan documents are updated and that your self-directed structure remains compliant and respected by the IRS. We offer Basic and Premium annual consulting services.
| $199 | $500 | |
|---|---|---|
| Solo 401(k) plan document updates as required by law | ✔ | ✔ |
| IRS plan restatements | ✔ | ✔ |
| Unlimited Solo 401(k) plan tax and consulting services for 12 months from date of invoice | ✔ | ✔ |
| Support with questions on IRS Form 5500-EZ | ✔ | ✔ |
| Filing of IRS Form 1099-R | ✔ | ✔ |
| One-on-one Solo 401(k) plan consulting with Adam Bergman, Esq. | — | ✔ |
| Preparation and Filing of IRS Form 5500-EZ | — | ✔ |
| Free copies of self-directed retirement books by Adam Bergman | — | ✔ |
| Access to exclusive webinars | — | ✔ |
| Guidance with IRS audits | — | ✔ |
