When it comes to your retirement funds – don’t trust a cookie cutter retirement plan that won’t fit your retirement, investment, and tax goals. Work directly with tax professionals that specialize in establishing IRS compliant and customized Individual 401K Plans. The Individual 401K Plan, also called a Solo 401K or Self Directed 401K Plan, is a qualified retirement plan that offers a self employed business owner the ability to make high contributions (up to $54,500) as well as use his or her retirement funds to make almost any type of investment, including real estate, tax liens, private businesses, precious metals, and foreign currency on their own without requiring custodian consent tax-free! In addition, an Individual Plan will allow a plan participant borrow up to $50,000 for any purpose.
Don’t trust a marketing company to establish your IRS based Solo 401(k) qualified retirement plan. The IRA Financial Group’s in-house tax attorneys have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. Their legal and tax experience is unmatched in the industry and is the reason we are considered the leading facilitator of true “Checkbook Control” Solo 401K Plan structures.
Work directly with our in-house tax attorneys to set-up an IRS compliant Individual 401K Plan. Our clients have direct access to our in-house tax attorneys to ensure that the Individual 401K Plan is customized to satisfy the client’s retirement and investment objectives.
Our Individual 401K experts will take care of the entire set-up of your IRS compliant Individual 401k Plan. Our Individual 401k Plan experts and tax and ERISA attorneys are on site greatly reducing the set-up time and cost. You will find that our fee for this service is significantly less than other companies that perform the same or similar services.
The 2002 Economic and Growth Reconciliation Act (EGGTRA) added a number of attractive options to the Individual 401K Plan making the Individual 401K Plan the most appealing retirement plan for the self-employed. The Individual 401K plan is unique and so popular because it is designed explicitly for small, owner only business. There are many features of the Individual 401K plan that make it so appealing and popular among self employed business owners, such as high annual contributions (up to $54,500), borrow up to $50,000, easy administration, Roth conversion, and of course checkbook control.