We are excited about providing a free platform to help small business owners determine the most tax efficient retirement solution based on each individual’s financial, retirement, and investment needs.
Miami, FL (PRWEB) December 10, 2011
IRA Financial Group, the leading provider of IRS compliant solo 401(k) Plans, announces the offering of a free year-end tax consultation for all its new solo 401(k) plan clients. The new year-end tax consultation service will be offered to provide a comprehensive and customized tax review of each individual client’s retirement goals in order to develop a retirement plan that works best. “We are excited to offer this year-end solo 401k tax consultation service free of charge for all our new clients," stated Adam Bergman, a tax attorney with the IRA Financial Group.
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. With our work experience at some of the largest law firms in the country, our attorneys legal and tax knowledge in this area is unmatched. Each person looking to start an individual 401K Plan will be offered the chance to receive a free tax consultation with a retirement tax specialist in order to explore the most tax advantageous year-end tax planning opportunities.
A solo 401K Plan offers a self employed business owner the ability to use retirement funds to make almost any type of investment, including real estate, tax liens, private businesses, precious metals, and foreign currency on their own without requiring custodian consent tax-free! In addition, a Solo 401K Plan will allow a plan participant the ability to make high contribution limits (up to $54,500) as well as borrow up to $50,000 for any purpose. In order to make annual tax deductible or after-tax contributions, the solo 401(k) Plan has to be established prior to December 31. Accordingly, it is very common for small business owners with no employees to start focusing on year-end tax planning towards the end of the year. “We are excited about providing a free platform to help small business owners determine the most tax efficient retirement solution based on each individual’s financial, retirement, and investment needs,” stated Mr. Bergman.
IRA Financial Group will take care of setting up the entire Solo 401k Plan. The whole process can be handled by phone, email, fax, or mail and typically takes between 5-14 days to complete, the timing largely depending on the state of formation and the custodian holding your retirement funds. Our 401k experts and tax and ERISA attorneys are on site greatly reducing the set-up time and cost. Most importantly, each client of the IRA Financial Group is assigned a tax attorney to help with the establishment of the Solo 401k Plan.
To learn more about the IRA Financial Group please visit our website at http://www.irafinancialgroup.com or call 800-472-0646.
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