2015 year-end tax planning service will help IRA Financial Group Clients keep their self-directed retirement structures in IRS compliance
IRA Financial Group, the leading provider of “checkbook control” self-directed IRA and solo 401(k) plan solutions, is proud to offer all its self-directed retirement clients year-end tax planning service, which includes tax-consulting services. The 2015 year-end tax planning service will help clients keep their self-directed retirement structures in full IRS compliance, including an overview of the IRS prohibited transaction rules. “We are really excited about offering all our self-directed IRA and Solo 401(k) plan clients with 2015 year-end tax planning service to include a number of very exciting features,” stated Adam Bergman, a partner with the IRA Financial Group. “We are committed to helping our clients better understand all he IRS rules in connection with their self-directed IRA and Solo 401(k) plan, including the IRS prohibited transaction and the unrelated business taxable income rules,” 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) taking advantage of the Roth IRA and Roth 401(k) features, (3) ant-fraud prevention services, and making IRS approved investments with retirement funds. “We are hopeful that our twelve thousand plus clients take advantage of the expanded year-end tax planning services we are offering all our self-directed IRA LLC and solo 401(k) clients,” 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 control” Self Directed 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.
IRA Financial Group proudly announces the latest book titled “The Checkbook IRA” written by tax partner Adam Bergman, which is now available on Amazon. This is the second book in a four-part series on self-directed retirement plans. The first book “Going Solo” is also available on Amazon.
To learn more about the IRA Financial Group, please visit our website or call 800-472-0646.