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IRA Financial Group Introduces Year-End Tax Planning Service For All Self-Directed IRA and Solo 401(k) Plan Clients

2013 Year-End Tax Planning Service Will Help IRA Financial Group Clients Better Prepare for Retirement

IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) plan solutions, announces a new year-end tax planning service for all its self-directed IRA LLC and solo 401k plan clients. The 2013 year-end tax planning service will be geared towards assisting clients with tax matters concerning IRA Distributions, 401(k) Contributions and Other Critical Decisions. “We are excited about offering our new 2013 year-end tax planning service free to all our self-directed retirement clients, “ stated, Adam Bergman, a tax attorney with the IRA Financial Group. “The intent behind the introduction of the year-end tax and retirement planning service is to make sure all our clients are aware of the important year-end financial deadlines as well be being better focused on retirement savings,“ stated Mr. Bergman.

The year-end tax planning service will provide IRA Financial Group clients with important information on the following topics: (1) maximizing 401(k) and IRA contributions, (2) the ROTH IRA secret, (3) Saving for children’s education with the 529 plan, (4) taking an IRA required minimum distribution, (5) booking capital losses, (6) making charitable contributions, (7) and the tax advantages of gifting. “We are hopeful that once our eight thousand plus clients our equipped with the various exciting year end tax and retirement planning opportunities available they will be in a better position to make use of them, “ stated 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.

IRA Financial Group is the market’s leading checkbook IRA facilitator. 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 IRA Financial Group, Self-Directed IRA, Solo 401(k)