The IRA Financial Group was founded by a group of top law firm tax and ERISA lawyers as well as former Wall Street executives that have worked at many of the largest law firms and financial institutions in the country, such as White & Case LLP, Dewey & LeBoeuf LLP, and JP Morgan Chase.
IRA Financial Group is the market’s leading Self Directed IRA LLC and Solo 401(k) Facilitator. We have helped thousands of clients take back control over their retirement funds while gaining the ability to invest in almost any type of investment, including domestic or foreign real estate, tax liens, precious metals, peer-to-peer lending, new businesses, stocks, mutual funds, foreign currencies, options and much more. We have close working relationships with all the leading custodians making the set-up process seamless.
At the end of the first quarter of 2009, Americans held $3.4 trillion in IRAs and $2.3 trillion in 401k retirement assets, representing 1/3 of all household financial assets in the United States. About 50% of that amount was invested in mutual funds in 2008, which accounted for hundreds of billions in losses to those investors. IRA Financial Group has responded by creating IRS approved vehicles and strategies for the individual to take control of their retirement destiny by determining how and where their retirement dollars are invested. With over 35 combined years of legal, tax and investment experience at some of the largest law firms and financial firms in the country, our legal, tax and financial expertise in this area is unmatched.
IRA Financial Group offers its clients customized IRS approved self-directed retirement solutions developed by our in-house tax attorneys. Unlike our competitors, we believe that top-tier self directed retirement solutions can be offered at an affordable price and we are able to deliver this by harmoniously blending professionalism, quality and efficiency.
At the IRA Financial Group, w e are guided by the rules of ethical conduct in all that we do. Our relationships with clients are built on trust, respect, and confidentiality. We are committed to our clients’ satisfaction and strive to meet and exceed our clients’ expectations.
At IRA Financial Group, we never forget that this is a client-service business, and that our highest and best use is measured by the satisfaction we bring to those who call on us for self directed retirement solutions. We demand excellence from ourselves, and are committed to providing our clients with top-tier customized self-directed retirement solutions at a fair and reasonable price.