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IRA Financial Group Announces Discounted Self-Directed Solo 401(k) Plan with No Transaction fees, Account Value Fees, or Termination Fees

Checkbook control self-directed solo 401(k) plan to be offered with no custodian fees

IRA Financial Group, the leading provider of self-directed solo 401(k) plans, is proud to announce a discounted offer for new solo 401(k) plan clients prior to December 31, 2016. “Our self-directed solo 401(k) plan client if one of the nation’s only self-directed Solo 401(k) retirement plans that does not include any transaction fees, account value fees, and termination fees”, stated Mark Stevens, self-directed retirement specialist for the IRA Financial Group. With IRA Financial Group’ self-directed Solo 401(k) plan, one will have checkbook control over the plan assets and will be able to make traditional as well as alternative asset investments, such as real estate from a local bank. “We are excited to offer a special discounted self-directed solo 401(k) plan for clients establishing plans prior to December 31, 2016″, stated Adam Bergman, a partner with the IRA Financial Group.

The solo 401(k) Plan, also known as the individual 401(k) Plan or self-directed 401(k), is an IRS approved qualified retirement plan that was created specifically for the self-employed. The IRS created the solo 401k Plan to be a cost effective retirement solution for the self-employed or a business owner with no employees. A solo 401K is perfect for sole proprietors, small businesses and independent contractors such as consultants. A solo 401k plan offers the same advantages as a self-directed IRA, but without having to hire a special custodian or create an LLC. A solo 401(k) plan can be adopted by any business type, including a sole proprietorship, Corporation, LLC, or partnership. With IRA Financial Group’s IRS approved solo 401(k) plan, as trustee of the solo 401(k) plan, the plan participant has the ability to make investment decisions on behalf of the plan without seeking the consent of the custodian. Accordingly, the trustee of the solo 401(k) plan has “checkbook control” over his or her retirement funds to make real estate and other investments tax-free. “The beauty of IRA Financial group’s IRS approved self-directed Solo 401(k) plan is that is a trustee directed checkbook control plan that can be opened at most local banks and major financial institutions allowing one to make traditional or alternative asset investments, make high contributions in pre-tax, after-tax, or Roth, benefit from the loan feature, while not having to incur any account value, transaction or termination fees,” added Mr. Bergman.

The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers who have worked at some of the largest law firms in the United States, such as White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP.

Adam Bergman, IRA Financial Group partner, has written six books the topic of self-directed retirement plans, including, The Checkbook IRA, Going Solo, Turning Retirement Funds into Start-Up Dreams, Solo 401(k) Plan in a Nutshell, Self-Directed IRA in a Nutshell, and in God We Trust in Roth We Prosper.

IRA Financial Group has helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including real estate without custodian consent.

To learn more about the IRA Financial Group please call 800-472-0646.

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Posted in Solo 401(k)