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Some Info About the IRA Financial Group

Why did you start the IRA Financial Group?

The IRA Financial Group was created by a group of former tax and ERISA attorneys who worked for a number of the largest law firms in the country like White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP. During their years of practice, they noticed that many of their clients would have elected to use a Self-Directed IRA LLC or Solo 401(k) Plan structure if it wasn’t for excessive fees often associated with them. In addition, when exploring the market and noticing that so many of their competitors were not tax attorneys and more significantly were not even attorneys, they felt it was important to create a company that would provide reasonably priced attorney created self-directed IRA & Solo 401(k) Plan solutions to the general public. Because the Self-Directed IRA LLC and Solo 401(k) Plan structures involve very specific and complex tax and ERISA rules, they felt that it was essential that tax attorneys establish the structure. With this in mind, IRA Financial Group was formed and has helped thousands of clients take back control over their retirement funds thereby gaining the ability to invest in almost any type of investment tax-free!

Why are your fees so affordable?

The IRA Financial Group was created by a group of former tax and ERISA professionals who worked for a number of the largest law firms in the country like White & Case LLP, Dewey LeBoeuf LLP, and Thelen LLP.

When choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA professionals. Each client of the IRA Financial group is assigned a retirement tax professional in order to ensure that the tax structure established is in compliance with IRS rules.

Our in-house tax and ERISA professionals will take care of setting up your Self-Directed IRA LLC or Solo 401k Plan. Our tax and ERISA professionals are onsite greatly reducing the setup 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.

What separates the IRA Financial Group from everyone else?

The IRA Financial Group is owned and operated by tax and ERISA professionals who have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. As a result, our retirement tax professionals’ tax and IRA knowledge in this area is unmatched.

Unlike our competitors, our tax and ERISA professionals are always available to answer client questions and regularly attempt to field all incoming customer phone or email inquiries. When choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA professionals. Each client of the IRA Financial group is assigned a retirement tax professional in order to ensure that the tax structure established is in compliance with IRS rules. Because we are owned and operated by tax and ERISA professionals, we are able to do all necessary IRA rollover or transfer paperwork and consultation in-house, allowing us to expedite the process from start to finish for significantly less than our competition.

Our retirement tax professionals have helped thousands of clients establish IRS compliant Self-Directed IRA LLC and Solo 401(k) Plan structures.

Talk to one of our retirement tax professionals today and begin experiencing the benefits of tax-free investing! Contact us at 800.472.0646!

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Posted in IRA Financial Group