Solo 401(k)

Check out the latest book written by IRA Financial’s founder, Adam Bergman – Mastering the Self-Directed IRA

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.

Included with your plan

Solo 401(k) plan document updates as required by law
Unlimited Solo 401(k) plan tax & consulting services
Preperation and filing of IRS Form 5500-EZ
Expedited IRS support
Access to exclusive webinars
Free copies of self-directed retirement books by Adam Bergman

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