IRA FINANCIAL GROUP, LLC
MIAMI BEACH, FLORIDA

The IRA Financial Group, LLC is a distinguished financial services company established by experienced tax and ERISA attorneys. The founding team includes professionals who have previously worked with some of the country's largest law firms like White & Case LLP, Dewey & LeBoeuf LLP, and Thelen LLP. The inception of IRA Financial Group dates back to January 11, 2010, with its incorporation in Florida, operating primarily from Miami Beach under the filing number L10000003904. The company was conceived to address concerns over excessive fees traditionally associated with LLCs or 401(k) plan structures and the lack of specialized tax attorneys within the industry. With this mission in mind, IRA Financial Group now offers affordable, attorney-created self-directed Individual Retirement Account (IRA) and Solo 401(k) Plan solutions geared toward giving clients more control over their retirement investments by facilitating tax-free investment opportunities. The structure these solutions offer is rooted in complex and highly specialized IRS rules under both tax regulations and the Employee Retirement Income Security Act (ERISA). This requires an intricately designed oversight system that IRA Financial Group delivers through its access to expert, internal tax and ERISA professionals. Each client benefits from personalized service, with a dedicated retirement tax professional ensuring compliance with all applicable laws. As a recognized leader in offering these specialized services, IRA Financial Group underscores its commitment by maintaining transparency demonstrated through regular updates on its last annual report as of August 29, 2024. The company can be contacted via phone at either (800) 472-0646 or (646) 807-4534 and has a mailing address located at 1637 Meridian Avenue, Miami Beach, FL 33139. Additional information can be found on its website, irafinancialgroup.com. Currently managed by Adam Bergman, the company continues to uphold its founding principles while adapting to new market trends and client needs.