IRA Financial Group provides Full Service Custom Retirement Solutions for significantly less than any company in the industry!
Our one time low fee includes the following services:
- Establishment of LLC including Filing Fees
- Filing LLC Articles of Organization with the state
- Establishment of Self-Directed IRA including set-up fees
- Drafting of customized Self Directed IRA LLC Operating Agreement
- Drafting of customized Self Directed IRA LLC Subscription Agreement
- Free consultation with in-house retirement tax professional on the Self Directed IRA LLC structure and prohibited transaction rules
- Assistance with the transfer of funds to an FDIC insured IRA Custodian
- Assistance in the establishment of business bank account
- Assistance in completion of documents to transfer funds to LLC
- Free tax consultation on the UBTI and UDFI rules
IRA Financial Group will take care of everything. The whole process can be handled by phone, email, fax, or mail. Our expert tax and ERISA professionals are on site greatly reducing the set-up time and cost.