IRS tax rules and guidelines change annually. IRA Financial ensures your plan documents are updated and that your self-directed structure remains compliant and respected by the IRS.
Solo 401(k)
Premium Compliance
Included with your plan
-
Solo 401(k) plan document updates as required by law
-
Unlimited Solo 401(k) plan tax & consulting services
-
Preparation and filing of IRS Form 5500-EZ
-
Expedited IRS support
-
Access to exclusive webinars
-
Free copies of self-directed retirement books by Adam Bergman
