IRA Financial Group Introduces the Solo 401(k) LLC Solution

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The Solo 401(k) LLC Solution will allow investors to use their retirement funds to buy real estate and more tax-free and with limited liability protection

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Using a Solo 401(k) LLC offers a number of tax and limited liability advantages when making investment using retirement funds

IRA Financial Group, the leading provider of Solo 401(k) Plans, announces the introduction of the Solo 401(k) LLC solution. With IRA Financial Group’s Solo 401k LLC, the individual plan participant, will have "checkbook control" over his or her retirement funds allowing one to make 401k Plan investments, such as real estate, precious metals, and more by simply writing a check. When making an investment with a Solo 401k Plan, one has the option of making the investment directly with the Solo 401k plan, or, alternatively, one can invest the funds in an entity, such as an LLC, which will be owned 100% by the Solo 401k. “Using a Solo 401(k) LLC offers a number of tax and limited liability advantages when making investment using retirement funds,” stated, Adam Bergman, a tax attorney with the IRA Financial Group.

The Solo 401K LLC offers its members, in the case of a Solo 401k Plan, limited liability. Owners and members of the LLC are not liable for the debts, obligations, and liabilities of the LLC. Since, in most cases, ones retirement account may be their most valuable asset, protecting them from attack from creditors is essential. By using an LLC, one would be able to shield their 401k assets held outside the LLC from creditor attack.

Along with limited liability protection, the Solo 401K LLC offers its owner(s) privacy, confidentiality, and discretion when making investments. Because most states do not require the name of the member(s) of the LLC to be made publically available when forming an LLC, by using an LLC, the 401k Plan participant can shield his or her identity when making an investment. Whereas, if the Solo 401k Plan made the investment directly (without using an LLC), the Solo 401k Plan's name would be included on all the real estate and title related documents and would be publically available. In other words, the name of the Solo 401(k) Plan, which typically involves the name of the business or sole proprietorship adopting the Plan would be included on all public documents, whereas, in the case of an LLC, only the name of the LLC would be included.

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.

To learn more about the IRA Financial Group please visit our website at or call 800-472-0646.


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Jaclyn Baily
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