The IRA Financial Group was founded by a group of tax attorneys that have worked at some of the largest law firms in the United States, including White & Case LLP and Dewey & LeBoeuf LLP. Our tax and legal experience in the area is unmatched. Each client has direct access to our in-house tax attorneys to ensure that their self directed IRA or Solo 401(k) Plan structure is customized to satisfy the client’s retirement and investment objectives.
Don’t trust a marketing company, such as Guidant or a real estate professional to establish your legal self-directed IRA structure or Solo 401(k) Plan. Both the Self-Directed IRA LLC and the Solo 401K Plans are retirement structures that are based off the Internal Revenue Code and ERISA law. It is crucial that one works with tax professionals who are trained in this area and have the legal qualifications and background to advice their clients on all the legal and tax matters concerning these structures. Don’t rely on a sales person or marketing company to establish your retirement plan. The IRS has very specific rules that cover the use of retirement funds for investment purposes. Violating these rules can jeopardize your entire retirement account and can trigger tax and penalties. Therefore, it is vital to work with tax professionals who specialize in this area of the tax code when establishing a retirement structure such as an elf directed IRA or Solo 401K Plan. Why risk your hard earn retirement funds when you can work directly with tax professionals.
When choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA attorneys. In addition, each client of the IRA Financial Group is assigned an in-house tax attorney to assist in establishing an IRS compliant Self-Directed IRA LLC or Solo 401k Plan structure.