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.

Solo 401(k)

Premium Compliance
Included with your plan
  • Solo 401(k) plan document updates as required by law
  • Unlimited Solo 401(k) plan tax & consulting services
  • Preparation and filing of IRS Form 5500-EZ
  • Expedited IRS support
  • Access to exclusive webinars
  • Free copies of self-directed retirement books by Adam Bergman
Self-Directed IRA Compliance

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The 2022 Tax Season is Behind us - Get Ready for Next Year and take $200 Off Account Setup Fees. Use Code SAVE2023