IRA FINANCIAL GROUP, LLC
MIAMI BEACH, FLORIDA

IRA FINANCIAL GROUP, LLC, MIAMI BEACH

About the IRA Financial Group The IRA Financial Group was created by a group of former tax and ERISA attorneys who worked for a number of the largest law firms in the country, such as White & Case LLP, Dewey & LeBoeuf LLP and Thelen LLP. LLC or 401(k) Plan structure if it wasn’t for excessive fees often associated with them. In addition, when exploring the market and noticing that so many of our competitors were not tax attorneys and more significantly were not even attorneys, we felt it was important to create a company that would provide reasonably priced attorney created Self-Directed IRA & Plan solutions to the general public. With this in mind, IRA Financial Group was formed to help our clients take back control over their retirement funds, thereby gaining the ability to invest in almost any type of investment tax-free! Because the Self-Directed IRA LLC and Solo 401(k) Plan structures involve very specific and complex tax and ERISA rules, we felt that it was essential that tax specialized retirement tax professionals establish the structure. As a result, when choosing the IRA Financial Group, you will have direct and unlimited access to our in-house tax and ERISA professionals. Each client of the IRA Financial Group is assigned a retirement tax professional in order to ensure that the tax structure established is in compliance with IRS rules. IRA Financial Group is the market’s leading

KEY FACTS ABOUT IRA FINANCIAL GROUP, LLC

Company name
IRA FINANCIAL GROUP, LLC
Status
Active
Filed Number
L10000003904
FEI Number
271656243
Date of Incorporation
January 11, 2010
Age - 15 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://irafinancialgroup.com
Phones
(800) 472-0646
(646) 807-4534

IRA FINANCIAL GROUP, LLC NEAR ME

Principal Address
1691 Michigan Avenue,
MIAMI BEACH,
FL,
33139,
US

See Also

Officers and Directors

The IRA FINANCIAL GROUP, LLC managed by the one person from MIAMI BEACH on following positions: Manager

Adam Bergman

Position
Manager Active
From
MIAMI BEACH, 33139





Registered Agent is Adam Bergman

From
MIAMI BEACH, 33139

Annual Reports

2024
January 29, 2024
2023
January 28, 2023