For Self-Employed
Solo 401(k)
- Invest tax free in alternative assets.
- We open your Solo 401(k) bank account, handle all IRS reporting, and offer annual IRS compliance services.
- Contribute up to $61,000 or $67,500 if over age 50.
- No account value fees, account management fees, or minimum balance (with credit card on file).
A client on why he chose IRA Financial...
"I first tried working with [another provider]…I was so disappointed by multiple aspects of the trust company documents that I backed out of the entire transaction…I then turned to IRA Financial. Having been burned once, I snooped around to identify the trust company, found their “forms” webpage, and reviewed all the relevant forms before proceeding. Overall, the application process with IRA Financial was not too painful. Even better, they did signatures via DocuSign and in the process presented all the relevant documentation including information about fees and minimum account balance requirements."
R. Paul Drake
Portfolio strategy, dividend investing, REITs, closed-end funds
